I am looking for a solution to export subscribers who selected various field opt-outs, through query or other method in salesforce marketing cloud. For example, some subscribers have opted into receiving emails from some locations (designated fields) and not all. This export is being run through alteryx and a master database and into a new Email Service Provider. Retaining the opt outs are crucial. Looking for some help with this migration as I am not an expert at salesforce marketing cloud. Thank you!
Related
I am looking to pull site usage data from sharepoint such as daily users, click through rate, which parts of the site they are using the most, which links they are using the most, which documents are being opening the most. Is there a way to do this through excel, any programs, etc. I have been looking at Power BI, Excel, Power Query, etc. I haven't found a way to pull the data from sharepoint analytics itself though.
I am looking to pull data from the sharepoint site and display it as a chart, a Pareto chart for example.
1.The current situation that the site usage analysis page can export:
Site owners can export the 90-days site usage data in an excel file by going to the download button in the upper right corner on site usage page. Report on unique viewers, site visits, popular platforms and site traffic. For popular content on the site (news posts, documents and pages) the report will be for last 7 days.
excel_example
2.I've also tried getting data from the web in Excel, but it doesn't work. There is currently only one connector between site usage and PowerBI.
I tracked down a published post in UserVoice: Export to Excel on Site usage. You can vote and comment anytime.
3.You might try using the Office 365 Admin API to use, retrieve and store the data in a database, and then report on it with PowerBI. This requires registering with Azure AD and give it permissions to the API.
Reference: Office 365 Management Activity API reference
I am stuck as a developer trying to explore Salesforce for integrating with my CRM which is used by our clients as SaaS.
Background of what i want to achieve in the integration
The idea is that my CRM software allows many features that Salesforce does not and vice-versa. Due to this a typical client who is using my CRM (Saas) ends up using both the softwares. This ends into duplication of efforts where for eg: a customer created in my CRM has to be copied over to Salesforce manually from Salesforce UI.
The integration that i wish to provide will work like a 2 way integration where a customer created from my CRM gets created as Accounts in Salesforce and vice-versa. Same way sync of edits and deletes across the 2 system should work.
Problem that i am having
When i started exploring Salesforce integration, i found that Salesforce allows integration to be done in below ways
Apex trigger based system - I was able to achieve 2 way syncing with Salesforce and my CRM using Apex approach. But the problem is it requires me to access their web api's to send data from my CRM to Salesforce. This feature is only supported in higher pricing plans of Salesforce (Enterprise, Unlimited, Professional - you have to pay extra if you are using professional)
App based approach (eg: Slack): I am looking more towards this approach. As Slack integration works for almost all pricing plans and is supported well. What i could not conclude clearly is - how can i create an App for my CRM and get it listed on Salesforce? How does Salesforce allow an App based access from Slack to submit data into Salesforce system for lower pricing plans. Their documentation says that Api access is only available for higher pricing plans. Then how is this achieved? For eg: you can install Salesforce app into Slack and there after you can send messages to chatter service under individual accounts of Salesforce from Slack.
I am really not sure if i have given enough insight into the problem i am having. But i tried explaining as much as possible. In short i want to integrate 2 way with Salesforce and i am looking for possible solution that is supported at lower pricing plans as well. What type of integration should i go forward with?
Look into using an ETL provider that already is a salesforce technology partner (Boomi, Jitterbit, etc...).
These are already on appexchange.com, and as certified appexchange apps, can access data in salesforce Professional Edition (which does not allow open API access).
Just to ask if there's a Salesforce functionality wherein we can track email send time,open rate, clickthrough rate just like in Marketing Cloud?
Marketing Cloud offers the ability to send tracking, click, bounce, unsubscribe, etc data back into Salesforce at the individual and aggregate levels. From there, you can create SF reports rather than rely on Marketing Cloud...However, this requires Marketing Cloud Connect.
Do you have Marketing Cloud Connect integration set up?
Following the announcement of Google that BigQuery data can now be located in Europe, I'm trying to find out how to start the migration process.
The support has replied to me: "For more information about moving data in the new European zone you will need to contact the Google Cloud Platform technical support team. I invite you to submit your technical questions on Stackoverflow:"
So here I am. How do we move our data to Europe ?
Thank you for your help.
Best regards,
Alain
Use the BQ web UI to either:
Copy the table into a new dataset
Share the existing dataset
Export and save the table locally, upload again to new dataset.
I'm currently looking for an overview of the objects (like Accounts, Campaigns, Cases, Contact, Contract, Lead, Opportunity, ...) in the Service Cloud in comarison to the Sales Cloud. I know there are function overviews but there is not list of objects related to those versions yet. I need a clear separation with all objects of both. Maybe someone can help me out?
Please take a look to these schemes:
Salesforce Data Model
Sales objects - Sales Cloud
Support objects - Service Cloud
hope it would be helpful
You can look into Schema Builder, from Object Manager to know more about Object relationships.
Important things for Service Cloud are -
Case object.
Email-to-Case
Omni Channel
Entitlements and Milestones
Email Threading.
You can search on Trailhead as well for Service Cloud trails. Will help for sure.
Thanks.