Unified Analytics: Find Reports and Dashboards Faster in Analytics Home

If you’re like me, you hate spending half your life looking for things that have been filed already. I have reports in CRM Analytics and Salesforce, and it feels like a waste of time to have to look in two places. 

I also hate having to “guess” what previous reports/ dashboard might already exist before I add to the fray by creating a new one. On top of that, in Salesforce I have to use up to 2 navigation tabs if I frequent both Reports and Dashboards often, using up valuable visual real estate…

Well, your “search” for a solution is over! In the Salesforce Winter ‘23 Release, you now have access to a really cool way to see ALL your reports and dashboards through a single pane of glass.

Introducing… The Unified Experience For Analytics Home.

unified analytics view

How will Unified Analytics change my life?

While it might not be life altering, the Unified Analytics experience is magical on many levels and will give you back precious moments throughout your day! 

How, you ask? A few examples:

  1. Filter by Dashboard or reports (or lenses or Apps or Components) and see BOTH Salesforce AND CRM Analytics assets
unified analytics dashboard
  1. Explore all reporting assets by date, type, modified date, created date creator
unified analytics folders
  1. Search across all analytics assets to find what you need with a single search
unified analytics keyword results

Turning on Unified Analytics

You can turn on Unified Analytics in a few simple steps:

  1. Go To Setup > Analytics > Setting
  2. Check the box for “Enable the Unified Experience for Analytics Home”

That’s it!

home object manager

Some Important notes

  • You need an Analytics CRM license to use this new feature
  • Once enabled, the experience will be available on Salesforce apps and through the browser
  • Collections can be created or accessed from apps or through the browser

There are tons of tidbits in the Winter ‘23 release. This one might be small, but if your organization is one of those with lots of reporting assets (and lots of people writing reports), then this little nugget might just be the gold you’ve been looking for. 

Onto the next adventure.

Learn more about Unified Analytics and Salesforce reporting

Original article: Unified Analytics: Find Reports and Dashboards Faster in Analytics Home

©2022 The Spot. All Rights Reserved.

The post Unified Analytics: Find Reports and Dashboards Faster in Analytics Home appeared first on The Spot.

By |2022-11-28T21:01:00+00:00November 28th, 2022|Categories: Analytics & Reporting, New Features, Release Notes|

Unified Analytics: Find Reports and Dashboards Faster in Analytics Home

If you’re like me, you hate spending half your life looking for things that have been filed already. I have reports in CRM Analytics and Salesforce, and it feels like a waste of time to have to look in two places. 

I also hate having to “guess” what previous reports/ dashboard might already exist before I add to the fray by creating a new one. On top of that, in Salesforce I have to use up to 2 navigation tabs if I frequent both Reports and Dashboards often, using up valuable visual real estate…

Well, your “search” for a solution is over! In the Salesforce Winter ‘23 Release, you now have access to a really cool way to see ALL your reports and dashboards through a single pane of glass.

Introducing… The Unified Experience For Analytics Home.

unified analytics view

How will Unified Analytics change my life?

While it might not be life altering, the Unified Analytics experience is magical on many levels and will give you back precious moments throughout your day! 

How, you ask? A few examples:

  1. Filter by Dashboard or reports (or lenses or Apps or Components) and see BOTH Salesforce AND CRM Analytics assets
unified analytics dashboard
  1. Explore all reporting assets by date, type, modified date, created date creator
unified analytics folders
  1. Search across all analytics assets to find what you need with a single search
unified analytics keyword results

Turning on Unified Analytics

You can turn on Unified Analytics in a few simple steps:

  1. Go To Setup > Analytics > Setting
  2. Check the box for “Enable the Unified Experience for Analytics Home”

That’s it!

home object manager

Some Important notes

  • You need an Analytics CRM license to use this new feature
  • Once enabled, the experience will be available on Salesforce apps and through the browser
  • Collections can be created or accessed from apps or through the browser

There are tons of tidbits in the Winter ‘23 release. This one might be small, but if your organization is one of those with lots of reporting assets (and lots of people writing reports), then this little nugget might just be the gold you’ve been looking for. 

Onto the next adventure.

Learn more about Unified Analytics and Salesforce reporting

Original article: Unified Analytics: Find Reports and Dashboards Faster in Analytics Home

©2022 The Spot. All Rights Reserved.

The post Unified Analytics: Find Reports and Dashboards Faster in Analytics Home appeared first on The Spot.

By |2022-11-28T21:01:00+00:00November 28th, 2022|Categories: Analytics & Reporting, New Features, Release Notes|

External Actions: The Long-Awaited Pardot Feature

Alas, Salesforce External Actions for Pardot is finally here.

Until now, our options to have Marketing Cloud Account Engagement (Pardot) trigger a third-party system have been limited to either: pre-existing connectors or syncing to Salesforce and relying on a Salesforce-side integration. 

With the Salesforce Winter ‘23 release, External Actions gives us the capability to integrate into any third-party system and do cool things. It’s a far cry from having true webhooks. Though, it is a step in the right direction. 

(We’ve built something to fill in the gap. Drop us a line — we’re happy to talk details with you).

Note: This feature is available to Plus, Advanced, and Premium editions of Pardot.

The Lowdown on External Actions for Pardot

External Action allows Pardot to do things like: 

  • Send an SMS message via Twilio or MogliSMS
  • Create a new Salesforce record (such as Lead, Opportunity, any Object!)
  • Send information to your favorite Star Wars API
  • Register a Prospect in another system
  • and whatever else you dream up! 

While there are some considerations (detailed later in this post), External Actions are a great way to plow through the barriers that have prevented you from automating your entire workflow. 

It’s important to note that there’s a similarly named feature called External Activities.  With Pardot External Activities, you can receive data from third-party systems to use in Pardot. With External Actions, you can send data to third-party systems so they can do cool things.

How does a Pardot External Action work?

Once an External Action is built, it will appear as an Action option in an Engagement Studio Program. Depending on the action, you may need to provide additional information through text inputs. You can use HML Merge Tags here, too!

When the Engagement Studio Program is running and hits your action, Pardot will call into Salesforce (via API behind the scenes), and call the functionality.  It does this in a “fire and forget” manner, so there’s no error handling inside your Engagement Studio Program. It is also not “bulkified,” meaning it will make an API call for EACH Prospect. So, you may need to take the API limits of Salesforce AND your external system into consideration.

For this blog post, we built an External Action that tracks Favorite Color. 

Once you pick “Track Favorite Color” you have the ability to provide a value. In the screenshot below, we are using HML to pull this value from a Prospect’s record, though you can also provide static text if you want to say everyone’s favorite color is Sercante Green.

How can I set up a Pardot External Action?

To set up an External Action, there are 2 key pieces:

  1. You need something in Salesforce that can “do the thing” you want. It can be any of the following:
    • Autolaunched Flow
    • External Service
    • APEX InvocableMethod
  2. Marketing App Extensions have been configured inside Salesforce Setup

No-code options to configure Pardot External Actions

If you are looking to integrate with a third-party system, you might luck out on #1 and be able to leverage something built by that third-party in their Salesforce package. This could be your quickest way to being able to use an External Action.

If this isn’t available for you, first look at seeing if you can make an Autolaunched Flow that can meet your needs. This option is also great for creating Salesforce Records of any object type (keeping in mind you are limited to text input types in Pardot).

When working with another API, and if that API supports the OpenAPI protocol, you can use Salesforce External Services to hook things up. That will give you everything you need.

 The Trailhead Module on External Services is a great way to learn how to get started.

Code option to get started with Pardot External Actions

If the above aren’t an option, it’s time to break out your development skills (or work with someone who has them). We’ve got a sample APEX class here that gives you all the structural ingredients you need to make this work, you just have to fill in what you want it to actually do.

public class MyNewExternalAction {

    // Classes to be used by the Flow Designer
    public class FlowRequest {
        @InvocableVariable(label='Prospect Email')
        public String email;
        @InvocableVariable(label='Favorite Color')
        public String favColor;
        // add any other String or number-based attributes you need
    }

    // If you are calling an External API, this would be a great
    // place to put Classes to represent the response
    public class ApiResponse {

    }
    
    @InvocableMethod(callout=true label='My New External Action')
    public static void performActions(List<FlowRequest> flowRequests) {
        System.debug('Start performActions');
        // at time of writing, Pardot DOES NOT BATCH these, it's always 1
        // per batch
        FlowRequest flowRequest = flowRequests.get(0);
        System.Http http = new System.Http();

        try {
            // This is where you put what you want to do!
            // you can call another API, call other APEX
            // read & write Salesforce Objects.. Whatever you want

        } catch (Exception e) {
            System.debug('There was an issue executing the request');
            System.debug(e.getMessage());
            throw e;
        }
        System.debug('Done performActions');
    }
}

Once you have the functionality ready, you need to tell Pardot about it. This is done by configuring Marketing App Extensions inside Salesforce Setup.

Configuring the Marketing App Extensions

This is the “glue” that ties everything together and makes External Actions usable by Pardot. There are a few easy things to configure to make this “glue” work.

First, we need the Top-Level Marketing App Extension. Be careful with these, as you cannot delete them once created (so don’t go making a bunch of test records!).

  1. In Salesforce Setup, search for Marketing App Extensions
  2. If you don’t have one, create New
    • Provide an Extension Name and an API Name, as well as check “Active in Automations”
    • Click Save

Next, we need to enable this for Business Unit(s).

  1. With the Extension still open, go to the Related tab
  2. Click New beside Business Unit Assignments
  3. Add an assignment for each Business Unit you want this extension to be available for

Now we can create the External Action.

  1. With the Extension still open, go to the Related tab
  2. Click New beside Actions
  3. Provide an Action Name (this will be the name visible when selecting it from Engagement Studio)
  4. Provide an API Name (this does not auto-fill like you may be used to)
  5. (Recommended) Provide a description of what this Action does, since you might not remember in three months
  6. Search for your functionality. Once selected, the Action Schema will auto fill with JSON that you need to review and likely modify
  7. Review & Modify the Action Schema
    • Properties – this contains details about the parameters/values that you want to provide to the Automation.
      • type:  currently can only be “string” and “number”
      • title: the Label of the input when viewing in Engagement Studio
      • value: Allows you to provide a default value. You can use HML merge tags here!
      • Note: Sometimes when working with Flows, you might have properties that are not relevant (like flow interview id). You should remove them from Properties (assuming they aren’t an input variable that your flow requires to function)
    • View Components – this allows you to specify which properties you want to provide inputs for in Engagement Studio. Currently, definition should always be “lightning/control” and “scope” should always point to one of the properties
    • Required – a list of properties that would be required from within Engagement Studio
  8. Action Params auto fills, no changes needed
  9. When you are ready to have this available in Pardot, check the Active in Automations box.

Here’s what it would look like for our sample APEX class above. Note that we’ve chosen to only display the favorite color field in the Engagement Studio, though we are passing the Prospect’s email behind the scenes.

Save the Action and, after a few moments, it will be available for testing!

Can I use an External Action to do things in Pardot?

Imagine being able to take action on another Prospect record from an Engagement Studio Program! While not natively available within the platform, you could build this when combining External Actions with our Free package Flow Actions for Pardot. After setting up the package, you would only need to configure the Marketing App Extension to have any of our Flow Actions available as an External Action.

Create Unified Experiences with Pardot External Activities

External Actions are available with the Winter ‘23 release. These Actions, as well as External Activities, allow Marketers to automate across platforms for a more unified experience. 

How do you plan on using these features to better automate your processes? Tell us in the comments!

Original article: External Actions: The Long-Awaited Pardot Feature

©2022 The Spot. All Rights Reserved.

The post External Actions: The Long-Awaited Pardot Feature appeared first on The Spot.

By |2022-10-13T14:36:51+00:00October 13th, 2022|Categories: API & Integration, Automations, New Features, Release Notes|

Preparing for Pardot Opt Out Field Sync Changes

The Salesforce Winter ’23 release is bringing some changes to the Marketing Cloud Account Engagement (Pardot) “Opted Out” field. After this release, the sync options will change and “Use most recently updated” will no longer be an option for this field. 

Pardot Admins must choose between “Use Salesforce’s Value” or “Use Pardot’s Value” before February 26th, 2023 or this field will stop syncing with Salesforce. All Pardot Orgs created after August 26th, 2022 will default to use Pardot’s Value.

So, how do you keep Pardot and Salesforce Opt Outs in sync between the two systems after this change? Well, it all depends on where your emails are coming from. 

If you are only sending emails from Pardot

If you are only sending emails from Pardot, then Pardot being the system of record should not cause any issues. 

Before you change your Opt Out sync behavior in Pardot, check the permissions of your “Email Opt Out” field on the Lead and Contact Objects. You will want to ensure only the Pardot to Salesforce connector user’s profile can edit this field so Salesforce users don’t incorrectly think they can opt out Leads/Contacts from the Salesforce side. 

  1. In Salesforce navigate to Setup > Object Manager > Lead > Fields & Relationships
  2. Locate and open the Email Opt Out field
  3. Select Set Field-Level Security
  4. Ensure Read-Only is selected for any profiles who have visibility to this field except for the connector user’s profile (this will be the “B2BMA Integration User” profile if you are using the B2BMA integration user as your connector user)
  1. Select Save
  2. Repeat steps 1-5 for the Contact Object

Next, change your Pardot Opted Out field to use Pardot’s Value and voila! You are ready for this update. 

But Salesforce Users want to be able to Opt Out Leads/Contacts

If your Salesforce users need to maintain the ability to opt Leads/Contacts out of Pardot Email from the Salesforce side, they can use the “Do Not Email” field going forward. Make sure you go through the “If you are only sending emails from Pardot”  steps above, as well as:

#1 – Create a “Do Not Email” field for Leads/Contacts

  1. In Salesforce navigate to Setup > Object Manager > Lead > Fields & Relationships
  2. Select New
  3. Select the field type Checkbox, then Next
  4. Name the field “Pardot: Do Not Email”
  5. In the Help Text field, enter “Prevents this Lead/Contact from receive Marketing emails in Pardot”
  1. Select Next
  2. On the Establish field-level security screen, ensure all profiles that will need update this field have visibility to it especially the Connector user’s profile (this will be the “B2BMA Integration User” profile if you are using the B2BMA integration user as your connector user)
  3. Select Next
  4. Select the page layouts you’d like to add this field to, select Save
  5. Repeat steps 1-9 for the Contact Object 

# 2 – Map the “Pardot: Email Opt Out” field upon Conversion

  1. In Salesforce navigate to Setup > Object Manager > Lead > Fields & Relationships
  2. Select Map Lead Fields
  3. Select the Contact tab
  4. Locate the Pardot: Do Not Email field in the Lead Fields column and select the Pardot: Do Not Email  field under the Contact Fields Column
  1. Select Save

# 3 – Map the Pardot “Do Not Email” field to Salesforce

  1. In the Pardot Lightning app, navigate to Pardot Settings > Prospect Fields > Default Fields > Do Not Email
  2. Select Edit default Prospect field
  3. In the salesforce.com Field Name drop down, select Pardot: Do Not Email
  4. In the Sync Behavior field, select Use the most recently updated value
  1. Select Save default field

If you’re sending email out of multiple systems

If you’re sending emails out of Pardot and Salesforce, Marketing Cloud, or various other systems, my recommendation would be to create an Opt Out field for each system then use a Salesforce flow to keep these checkboxes in line. 

For instance, if a Lead/Contact opts out of Pardot emails, you likely want to also opt them out of Salesforce and Marketing Cloud emails coming from the same company or email domain,  otherwise you’re likely to get some SPAM complaints. 

Tell us how Pardot Opt Out Field Sync changes affect you

How are you handling the Pardot Opt Out field sync changes? Do you have any scenarios that are more complex than the examples above? Let us know in the comments!

Original article: Preparing for Pardot Opt Out Field Sync Changes

©2022 The Spot. All Rights Reserved.

The post Preparing for Pardot Opt Out Field Sync Changes appeared first on The Spot.

By |2022-10-05T14:06:00+00:00October 5th, 2022|Categories: Data Management, New Features, Release Notes|

Get Ready for Pardot Classic App Retirement

Queue Sarah McLachlan’s “I will remember you,” because the Pardot Classic App in Salesforce is officially retiring on Monday, October 17, 2022.

Remain calm! The retirement of the Pardot Classic App is unrelated to the recent Pardot rebrand to “Marketing Cloud Account Engagement.”

The retiring of the Classic app was announced almost a year ago, in October 2021. Marketing Cloud Account Engagement (Pardot) will still be accessible at pi.pardot.com and through the Lightning App.

Check out this FAQ article for more information on what is changing with the retirement of the Pardot Classic App.

Pardot Classic App Retirement Implications

What does this mean? If you’re using the Pardot Classic App in Salesforce today, then you’re accessing the classic user interface (UI) via the “Pardot tab” in either your Salesforce Classic or Lightning experience.

On October 17, 2022, you’ll have two options to access Pardot moving forward:

  1. Logging in at pi.pardot.com: This is Pardot’s legacy application with the same classic UI experience shared by the Pardot Classic App.
  2. Enabling the Pardot Lightning App: This is the recommended application to continue using Pardot in Salesforce Lightning. The Pardot Lightning App also grants you access to the latest and greatest features not available in the Classic App or at pi.pardot.com.

Getting Salesforce Access for Pardot Users

But my Pardot users don’t have access to Salesforce!

That’s OK!

With the Winter ’23 release, users who do not require full access to Salesforce can now access the Pardot Lightning app with a new permission set. Read more about the Winter’ ’23 new release updates here.

Start Using the Pardot Lightning App

What’s the Pardot Lightning App?

I’m so glad you asked!

This app gives you access to all your favorite Pardot marketing automation features in an updated UI built on the Salesforce Platform. Check out this blog post on the benefits of using the Pardot Lightning App and the additions that come with it.

It’s Time to Switch to Pardot Lightning

Are you ready to make the switch? Check out The Salesforce Pardot Lightning Implementation Guide. Or get in touch with us for help.

Let us know how you feel about making the switch to Pardot Lightning in the comments!

Original article: Get Ready for Pardot Classic App Retirement

©2022 The Spot. All Rights Reserved.

The post Get Ready for Pardot Classic App Retirement appeared first on The Spot.

By |2022-10-03T13:44:00+00:00October 3rd, 2022|Categories: New Features, Release Notes|

Salesforce Winter ‘23 Release: Platform Highlights for Marketers

The Salesforce Winter ’23 Release Notes are out, and they include important features for marketers who are on the Salesforce platform. 

We get three major releases from Salesforce each year — Spring, Summer and Winter. Each Salesforce release includes upgrades and enhancements that affect Salesforce orgs in different ways. 

So, if you’re using and managing marketing operations for your company or organization and want to know more about Salesforce CRM, then you’re in the right place. We’re going to cover everything you need to know about the Salesforce Winter ‘23 Release if you’re a marketer who uses Salesforce.

Marketing-Focused Platform Highlights  from the Salesforce Winter ‘23 Release

Marketers who use the Salesforce platform are getting lots of attention from the Salesforce Winter ‘23 Release. 

Some updates are changing the way we work to meet evolving technology demands. Others are saving us time by connecting the dots in a logical way. 

All we know is, this release includes big updates for people in the marketing world.

Highlight #1: MFA Enhancement for Smaller Orgs

The Winter ‘23 release will enable multi-factor authentication (MFA) for direct logins to Salesforce for orgs with fewer than 100 active users. This update will then become enforced when the Spring ‘23 release comes around early next year. 

If your Salesforce org falls under the 100 active user threshold, it’s best to make sure you are fully compliant with the MFA requirement now and make sure any MFA-exempt user types are prevented from being affected by this update.

Any Salesforce org that has more than 100 active users will experience this update in a future release.

Highlight #2: Dynamic Forms for Standard Objects

Dynamic Forms are now finally available for Accounts, Person Accounts, Contacts, and Opportunities! Dynamic Forms are components you can add to your Lightning Record Page to help customize your page layouts even more. 

Instead of using the standard page layout component, you can add specific fields and sections to the Lightning Record Page and add visibility rules to show users only what they need at that time. 

You can also automate the process of creating dynamic forms by migrating the Record Detail component to a Dynamic Form component with just one button.

Record Component

Highlight #3: Salesforce Reports and Dashboards Updates

Salesforce continues to ensure that Reports and Dashboards get new updates with each release throughout the year. 

Enhancement #1: Filter Custom Report Types by Salesforce Fields (Beta)

Salesforce continues to provide enhancements to help ensure users can pick the best report type for any use case. Users can now filter custom report types by specific fields to ensure that report type contains the fields needed for the report. 

This feature is extremely useful for finding the right custom report type and allows users to filter by up to 20 fields that are required for the specific report they are building.

The "Create Report" modal, with an orange box around a "Filter" button to the right of the "Search Report Types..." bar. Below the filter button is a modal that reads "Show me report types with". In the modal are an unselected "Salesforce objects" radio button and a selected "Fields" radio button. Below the options are a "Select Object" text input and a "Search Fields" text input. Below that are two sample selected fields: "Account > Industry" and "Opportunity > Stage". Below that are "Cancel" and "Apply" buttons.

Enhancement #2: Review a Custom Report Type’s Structure During Report Creation

When getting ready to select a custom report type, users are now able to review the structure of that report type before moving forward with creating a new report. 

The details panel for the custom report type will now include a section that shows the relationships between the joined objects and provides useful information on the outcomes of the joins that were set up for the report type.

Highlight #4: User Permissions Updates

Improvement #1: Manage Your Permission Assignments with the User Access and Permission Assistant

Previously known as the Permissions Helper, the User Access and Permissions Assistant is an app through the Salesforce AppExchange to help analyze and report on permission assignments. 

Following the Salesforce best practice to approach user management by applying the principle of least privilege, this tool can help with monitoring and managing permissions across your org. 

Some features available through this tool are:

  • Analyzing permissions by user, permission set, or permission set group to understand who has a particular permission.
  • Converting a profile to a permission set
  • Reporting on users, permission sets, or permission set groups to further understand who has what permissions.
    • You can also report on permission dependency and visualize it so you can see everything that’s dependent on a specific permission.

Improvement #2: Set Field-Level Security for a Field on Permission Sets During Field Creation

As Salesforce moves its customers toward using Permission Sets over Profiles, it will continue to push out new updates for Permission Sets to become more powerful. 

When creating new fields on an object, you will now have the ability to set field-level security on permission sets instead of profiles to help follow security best practices.

To use this new beta feature, you should enable it through the User Management Settings in your Salesforce Setup.

Highlight #5: Salesforce Flow Updates

You may have heard the phrase “Flow is the future” in Salesforce messaging over the past couple of years. This is because Salesforce is consistently releasing new Flow features to prepare for the retirement of Process Builder and Workflow Rules in the upcoming years. 

You should anticipate seeing awesome features for Salesforce Flow being included in every release moving forward for a while.

Here are some of our favorites from this release.

Improvement #1: Cut and Paste Flow Elements

If you’ve ever had to move a Flow element from one section to another you know how frustrating it has been in the past. We were required to copy a component, paste in the new section, update any references to the old version of the component, and then delete the old component. 

Salesforce has answered this frustration by providing a new feature where you can cut and paste a Flow element that eliminates all of the extra steps of cleaning up your Flow when you move an element.

Improvement #2: Specify Time Offsets in Months for Scheduled Paths

Before the Winter ‘23 release, Salesforce users were only able to set up scheduled paths by looking at the time since a trigger in minutes, hours, or days. 

This new Salesforce feature now includes the ability to schedule your path to run on the same calendar day of another month.

configure scheduled paths

Improvement #3: Use In and Not In Operations to Find Related Records

Flows are getting new operators that can be used in Get Records, Update Records, and Delete Records elements. 

These new operators, In and Not In, can help users get related records without using a Loop element and reduce the number of SOQL queries and DML statements within the Flow.

Improvement #4: Select Multiple Records from a Table in a Screen Flow (Beta)

The new Data Table screen flow component is available to display a list of records on a flow screen. When building the screen flow, you can set the table to ready only or provide your users the ability to select multiple records to use later in the flow.

Data Table

Improvement #5: Use Record-Triggered Flows to Update Related Records

The Winter ‘23 release brings a new feature where you can use record-triggered flows to update any record that is related to the record that originally triggers the Flow. 

With this feature, users are also able to set filters to only update specific related records instead of all related records.

Improvement #6: Workflow Rule Creation will no longer be available

The Winter ‘23 Release will now block Salesforce users from creating any new Workflow Rules moving forward. This is the next big step toward retiring Workflow Rules entirely as Salesforce continues to push users to move toward Flows. 

This update will not affect your current Workflow Rules as you will still be able to activate, deactivate, and edit your existing automations.

Check out our other blog post on migrating your current Workflow Rules and Process Builder to Flow through the new conversion to learn more about how you can prepare for the Workflow Rule retirement.

Highlight #6: Sales Cloud for Slack (Generally Available)

Since Salesforce purchased Slack in July 2021, they have been working hard to connect these two systems in a way that will improve Sales productivity. 

This release brings a new feature where sales teams can access important information and get notifications about their accounts and opportunities directly in Slack. The new Sales Cloud for Slack app provides the ability for your sales team to collaborate in opportunity-focused channels and to automate record update notifications to be pushed into Slack directly from Salesforce.

Highlight #7: Marketing Cloud Account Engagement (Pardot) Updates

Please check out my colleague Erin Duncan’s blog post on all things Pardot from the Winter ’23 release.

Salesforce is getting bigger and better all the time

B2B marketers who come to Salesforce are usually looking to scale their efforts and grow in a way that makes sense. These latest enhancements from the Salesforce Winter ‘23 Release get marketers closer to those goals by saving them time and resources. Contact the team at Sercante to get help implementing these enhancements in your Salesforce org. And leave us a comment below to let us know what you think about the Winter ‘23 Release.

Original article: Salesforce Winter ‘23 Release: Platform Highlights for Marketers

©2022 The Spot. All Rights Reserved.

The post Salesforce Winter ‘23 Release: Platform Highlights for Marketers appeared first on The Spot.

By |2022-09-30T19:50:00+00:00September 30th, 2022|Categories: New Features, Release Notes|

Salesforce Winter ‘23 Release: Pardot Highlights

The Salesforce Winter ’23 Release Notes are out, and they include important features for marketers who are on the Salesforce platform. 

We get three major releases from Salesforce each year — Spring, Summer and Winter. Each Salesforce release includes upgrades and enhancements that affect Salesforce orgs in different ways. 

So, if you’re using and managing marketing operations for your company or organization and want to know more about Marketing Cloud Account Engagement (Pardot), then you’re in the right place. We’re going to cover everything you need to know about the Salesforce Winter ‘23 Release for Pardot Admins.

Salesforce Winter ’23 Release: Pardot Highlights

Marketers who use the Salesforce platform are getting lots of attention from the Salesforce Winter ‘23 Release. 

Some updates are changing the way we work to meet evolving technology demands. Others are saving us time by connecting the dots in a logical way. All we know is, this release includes big updates for people in the marketing world!

Highlight #1: Send data to third-party systems with External Actions

New External Actions allow you to send data to third-party systems from within an Engagement Studio Program. For example, you may want to send a prospect a survey, send them a text message, or even log a case based off of an action they took with your marketing materials. 

External Actions, as well as External Activities, allow marketers to automate across platforms for a more unified experience. This feature is available to Plus, Advanced, and Premium editions of Pardot. 

Highlight #2: Perform full database syncs

Gone are the days of adding a new prospect field just to trigger a full sync! The Winter ‘23 release is adding a new option to the Salesforce Connector to allow for a full sync of Prospect records.

sync all prospects

Image Source: Salesforce

This feature is available to all Pardot editions, but it can only be performed in Pardot Business Units with fewer than 500k prospects. A full sync can be performed once every seven days. 

Highlight #3: Pardot’s “Opt Out” Field Syncing is Changing

Starting February 26th, 2023, the Pardot “Opt Out” field’s sync behavior can no longer be set to “use most recently updated.” 

This field will be limited to “Use Pardot’s Value” or “Use Salesforce” value. If your “Opt Out” field is currently set to “use most recently updated” you likely already seeing this banner in your org:

Select sync behavior

If Pardot is the only system you are sending emails out of, you should be okay to change the syncing behavior to “Use Pardot’s Value.” 

However, if you are sending emails out of Sales Cloud, Marketing Cloud, or any other system, you’ll likely need separate Opt Out fields for each platform and then automations to keep them in line.  

This update affects all Pardot Editions. New Pardot orgs created after August 26th, 2022, will default to “Use Pardot’s Value.”

Highlight #4: Pause activity tracking for individual prospects

Do you have an onslaught of bots or prospects who are performing a massive amount of activities in a short window? 

With the Winter ‘23 release you can now pause tracking for individual prospects to keep that overactivity from being tracked. 

When a prospect’s activity tracking is paused, the following will happen:

  • An icon will appear on the prospect’s list view
  • An error will appear on the prospect record
  • The prospect will still receive marketing emails

Highlight #5: New permission sets!

When Salesforce changed over to SSO, your marketers who needed access to Pardot but not Salesforce, likely became Identity Users. However, Identity User licenses do not grant marketers access to the Pardot Lightning app. That means they were missing out on cool new features, such as the Lightning Landing Page and Email Builders

The Winter ‘23 release aims to fix this with a new permission set and permission set license that grants users access to these features. 

These new permissions will be available to all Pardot Editions purchased or upgraded after February 12th, 2019. These new permissions do not grant users full access to Salesforce Campaigns though. That means users will still need full Salesforce licenses to create and manage Salesforce Campaigns. 

Highlight #6: Running Automation Rules in real time is being retired

Being able to execute your Automation Rules in real time is being retired. 

If you are not currently using this feature, this option will be removed from your org during the Winter ‘23 release. If you are using this feature, you’ll have until the Summer ‘23 release before this option is removed. 

Execute in real time retirement

Highlight #7: The Pardot Classic App is being retired

And finally, the Pardot Classic App is officially being retired on October 17th. This retirement only affects the Classic App within Salesforce, you will still be able to access Pardot at pi.pardot.com or via the Lightning App. 

If you haven’t made the switch to the Pardot Lightning App yet, check out Salesforce’s Pardot Lightning Implementation Guide or get in touch with us for help!

Pardot is getting bigger and better all the time

B2B marketers who come to Salesforce are usually looking to scale their efforts and grow in a way that makes sense. These latest enhancements from the Salesforce Winter ‘23 Release get marketers closer to those goals by saving them time and resources. Contact the team at Sercante to get help implementing these enhancements in your Salesforce org. And leave us a comment below to let us know what you think about the Winter ‘23 Release.

Original article: Salesforce Winter ‘23 Release: Pardot Highlights

©2022 The Spot. All Rights Reserved.

The post Salesforce Winter ‘23 Release: Pardot Highlights appeared first on The Spot.

By |2022-09-23T13:50:00+00:00September 23rd, 2022|Categories: New Features, Release Notes|

Salesforce Summer ‘22 Release: CRM Analytics Features We Love

The Salesforce Summer ‘22 Release is sending lots of love to CRM Analytics (formerly Tableau CRM) users in the form of updates and new features that make reporting work easier using the tool.

These are the features we’re going to start using ASAP.

What CRM Analytics features are there to love in the Salesforce Summer ‘22 Release?

They said it was coming. They said it would be here soon. Now it’s here. The CRM Analytics data manager has gotten a facelift and some groovy new features. 

Flows are headed out the door. Hello recipe driven data sets! Will you be ready? 

Read ahead to find out how some of these new features will change the way you use CRM Analytics

Reviewing Usage of CRM Analytics limits

Viewing usage is now a breeze! No more wondering what the limits are or how close you are to reaching them. This usage is unique to what’s used by CRM Analytics. I’ve been using this feature since the beta so I can’t even remember how we did it before.

All recipes, all the recipes, all the time (well pretty soon)

The retirement of flows is imminent. No, they won’t disappear, but this release shows that a strong “nudge” is being given to moving away from Data Flow (happy dance on my part).

Side note: the Flow to Recipe conversion (Beta) does not appear to be ready for primetime and flows are not going anywhere any time too soon! 

As part of this transformation, new Recipe features are being released to close the gap.

You now can give each step in a transform a name in a recipe

Before
After

Salesforce resource

The “update” Join is now out of beta! 

Use Case: The update can be used to replace fields with those from another table. For example, instead of joining and adding a bunch of fields, you can update the Campaign name directly in related objects — less complexity and mess! 

Improved Data Sampling in Recipes

Select how you want the preview to work! 

You can now select a “sampling mode.” This is REALLY useful when the results you want to see might not exist in the initial rows returned (like when you are selecting filters). No more guessing when bucketing and filtering your values!

Salesforce resource

Connections screen that connects with your needs 

The connections area now has a simpler layout. That means seeing what’s available for use has never been easier. You can also view filters, multi values and other specific information about your connected data sources in one screen. 

When selecting connectors (add connector) you can now pick the type easily and see what options are available (and the list is growing). Open any object to see the new streamlined layout!

Improved Data Manager Layout

 It’s now super easy to see what’s happening, happened or will happen!

And finally, a small but wonderful change…. The status “circle” in Data manager now actually means something. The “green” shows how much of the recipe/dataflow has run so you can have some idea of how far into the process your data generation has gone!

Salesforce resource

See all the possibilities in CRM Analytics 

Maybe one of the most compelling things about the changes has nothing to do with what you can do, but with what you can now easily SEE. With all the possibilities becoming more visible, I anticipate many CRM Analytics admins and users digging into more of what the product has to offer.

Let us know what you’re working on in the comments section or reach out to us here.

Happy reporting everyone! 

Further Reading

Original article: Salesforce Summer ‘22 Release: CRM Analytics Features We Love

©2022 The Spot. All Rights Reserved.

The post Salesforce Summer ‘22 Release: CRM Analytics Features We Love appeared first on The Spot.

By |2022-06-21T14:34:00+00:00June 21st, 2022|Categories: Analytics & Reporting, Data Management, New Features, Release Notes|

Salesforce Summer ’22 Release: Platform Highlights for Marketers

The Salesforce Summer ‘22 Release Notes are out, and they include important features for marketers who are on the Salesforce platform. 

We get three major releases from Salesforce each year — Spring, Summer and Winter. Each Salesforce release includes upgrades and enhancements that affect Salesforce orgs in different ways. 

So, if you’re using and managing marketing operations for your company or organization and want to know more about Salesforce, then you’re in the right place. We’re going to cover everything you need to know about the Salesforce Summer ‘22 Release if you’re a marketer who uses Salesforce.

Salesforce Summer ’22 Release: Highlights for Marketers

Marketers who use the Salesforce platform are getting lots of attention from the Salesforce Summer ‘22 Release. 

Some updates are changing the way we work to meet evolving technology demands. Others are saving us time by connecting the dots in a logical way. 

All we know is, this release includes big updates for people in the marketing world.

Highlight #1: Enabling Person Accounts

For any organization who has considered Person Accounts, you know that you have to reach out to Salesforce Support to get them to enable Person Accounts in your Salesforce environment.

With the Summer ‘22 release, organizations are now able to enable Person Accounts on their own through Salesforce Setup. Similar to the previous process, enabling Person Accounts cannot be reversed from your Salesforce environment.

If you are looking to implement Person Accounts for your business and are looking for a partner to assist you with it, please reach out to us to find out more on how we can help you through the implementation process.

Stay tuned… we’re working on a blog about how Person Accounts work with different Salesforce products.

Highlight #2: Custom Field and Related List Updates

Improvement #1: Custom Address Field (Beta)

Salesforce Administrators have been wondering for years “how can I create a custom Address field so I can record multiple addresses on my customer records?” 

 Our questions have finally been answered with the new beta feature of creating custom Address fields on various objects. These custom fields will mimic the behavior of the standard Address fields you see on the Contact and Account objects. 

It will be interesting to see how new custom Address fields will play with Pardot if your organization decides to sync those fields over.

Improvement #2: Picklist Enhancements

Have you ever needed to inactive multiple picklist values and realize you’ll be clicking “deactive” for nearly five minutes? 

Salesforce has finally improved this process by providing the option to manage picklist values in bulk

This is a beta feature that you will need to enable in Setup. It gives you the option to select multiple picklist values at one time and perform various actions on those values.

There is also a new picklist feature where you can get an email sent to you if your custom picklist fields have more than 4,000 inactive values. You will then be able to bulk delete these inactive values through the feature above.

Improvement #3: Dynamic Related Lists

This is probably my favorite feature in this release. The introduction of Dynamic Related Lists will bring amazing opportunities to customize your org’s Lightning Pages. 

With this improvement, you can add the new Dynamic Related List – Single component on your Lightning Page. You’ll select the fields you would like to display, and then apply filters to ensure only certain records show in your new related list. 

You can create multiple related lists for the same object if you would like to display different groups of records, such as filtering on Opportunity Record Type.

Highlight #3: Reports and Dashboards Updates

Salesforce continues to ensure that Reports and Dashboards get new updates with each release throughout the year. Some features that were in Beta during the last release are now Generally Available, while there are new features entering the Beta phase.

Improvement #1: Find the Right Report Type for New Reports (GA)

This improvement was highlighted in our Spring ‘22 Release Article when it was a Beta feature. It is now Generally Available to all Salesforce customers.

Improvement #2: Edit Multiple Fields on the Report Run Page (GA)

Similar to the improvement above, we highlighted this feature in our Spring ‘22 Release Article when it was just a Beta feature, and it is now Generally Available to all Salesforce customers.

Improvement #3: Create Reports Based on Selected Salesforce Objects (Beta)

Have you ever had to scroll through all of your report types to try to find the ones that contain the specific object you are looking for? This new Salesforce beta feature allows you to filter the report types on the specific objects you need to ensure are in your report. 

This feature, along with Improvement #1, compliment each other in a way that will help you find the right report type faster.

Improvement #4: Use Median as a Summary Function in Reports

One of the smaller features in this release, this improvement provides the ability to summarize your fields in a report based on the median action along with the previously available actions.

Highlight #4: Salesforce Flow Updates

You may have heard the phrase “Flow is the future” in Salesforce messaging over the past couple of years. This is because Salesforce is consistently releasing new Flow features to prepare for the retirement of Process Builder and Workflow Rules in the upcoming years. 

You should anticipate seeing awesome features for Flow being included in every release moving forward for a while. And be sure to check out this solution from Mike Morris on how to manage Salesforce campaign activation with a simple flow.

Here are some of our favorites from this release.

Improvement #1: Use Formulas as Flow Entry Conditions

Flows will now have the opportunity to use formulas as entry conditions instead of just field value criteria. This improvement provides so much more flexibility then we previously had, and it’s something I am very excited to implement in my client’s Flows to help optimize them even more.

Improvement #2: Add Section Headers Screen Flows

Screen Flows will also receive a couple updates during the Summer ‘22 release. 

You will now be able to add a Section component to your Screen Element that can be collapsible to make the screen flow completion more efficient.

Along with this feature, there will be a new beta feature to place Name and Address Record fields directly on your Flow Screens

Through this feature, your screen flows can become even more efficient as you can have these fields populated with either existing values and even have autocomplete functionality with the Address record fields.

Improvement #3: Manage the Run Order of Flows from Flow Trigger Explorer

The Summer ‘22 release brings the ability to easily update the run order of your record-trigger flows without needing to open and edit the individual flows themselves. 

Through the easy-to-use UI, you can ensure that your record-trigger flows are executing in the exact order you specify for an individual object.

Improvement #4: Convert Workflow Rules to Flows with the Migrate to Flow Tool (GA)

Salesforce will continue to push its customers to Flow in preparation of the retirement of Process Builder and Workflow Rules. Thankfully we are provided tools to help make the migration process a lot easier than just creating flows ourselves. The Migrate to Flow Tool was already available for certain Workflow Rules in the previous release, but now supports more kinds of workflow rules. THe tool will now support the following:

  • Equal to null
  • Not equal to null
  • Rule criteria formula

Stay tuned for a  blog post on migrating Workflow Rules and Process Builder to Flow through this tool to learn more about it. 

Highlight #5: Marketing Cloud Account Engagement (Pardot) Updates

Probably the biggest update to Pardot during the Summer ‘22 release is the name change to Marketing Cloud Account Engagement that was announced recently. 

The name will always be Pardot in our hearts and therefore deserves its own section for feature highlights from this upcoming release.

Here’s a musical tribute to the Pardot name for your listening pleasure.

Improvement #1: Conditional Completion Actions

Every Pardot Admin probably screamed with glee when they saw this feature was finally being released. We are now able to include conditions on Completion Actions to ensure that subsets of your prospects are meeting the criteria for certain completion actions. Previously we could only include completion actions that fired for each prospect that completed the asset so this improvement will help all companies enhance their marketing automation efforts.

If you want to read more information about this feature, check out Marcos Duran’s preview blog post exclusively on Conditional Completion Actions.

Improvement #2: Review Email Bounce Data in One Report 

The Summer ‘22 release will bring a single report for you to review all of the bounced email addresses from the past year for each email sent. This is a huge improvement from needing to view individual list email reports in order to find the prospects that had bounced email addresses for that email.

Check out Laura Curtis’ blog post on the Pardot Email Bounce report to learn more about this awesome feature.

Improvement #3: Get Improved Mailability Insights on List Email Reports 

The Summer ‘22 release will bring four new fields to your list email reports:

  • Total Prospects on recipient lists
  • Total suppressed Prospects
  • Total unmailable Prospects
  • Total duplicate Prospects

These new fields will provide a more accurate picture of who is receiving your emails and give you more information to help with your prospect management decisions.

Highlight #6: Marketing Cloud Updates

Please check out my colleague Kirsten Schlau’s blog post on all things Marketing Cloud from the Summer ‘22 release.

Salesforce is getting bigger and better all the time

B2B marketers who come to Salesforce are usually looking to scale their efforts and grow in a way that makes sense. These latest enhancements from the Salesforce Summer ‘22 Release get marketers closer to those goals by saving them time and resources. Contact the team at Sercante to get help implementing these enhancements in your Salesforce org. And leave us a comment below to let us know what you think about the Summer ‘22 Release.

Original article: Salesforce Summer ’22 Release: Platform Highlights for Marketers

©2022 The Spot. All Rights Reserved.

The post Salesforce Summer ’22 Release: Platform Highlights for Marketers appeared first on The Spot.

By |2022-05-26T21:28:20+00:00May 26th, 2022|Categories: New Features, Release Notes|

Salesforce Summer ‘22 Release: Review Email Bounce Data in One Report

If you’ve ever experienced email bounces in Pardot (and chances are you have), you’ll know that reporting on and exporting them has been a labor-intensive task. 

That all changes now.

As part of the Summer ‘22 Release, marketers have been blessed with a new tool for Marketing Cloud Account Engagement (Pardot) called Email Bounce Report.

It’s a feature that shows who, when and why prospects bounced. And it also allows you to export all that insightful data.

That’s right, our prayers have been answered. We no longer need to manually pull this data from each and every email report.

What is an email bounce rate?

First, let’s understand what a bounce rate is. 

Your org’s bounce rate is the number of hard bounces plus soft bounces, divided by the number of emails sent, multiplied by 100. 

In B2B marketing, anything below 10% is considered a good bounce rate. 

It’s good practice to monitor your bounce rate. And this report helps you do just that!  

Who can get the Pardot Email Bounce Report?

This report is available on all Pardot editions, and it includes bounced email addresses from both Pardot Classic and Lightning. 

Not upgraded to Pardot Lightning App? Here’s your nudge to do so.

What do you get in the report?

The report is pretty comprehensive and shows bounce data for ALL Pardot prospects. We’ll go into some of the use cases in another blog post. 

From total number of email bounces (filtered by date) to bounce reasons, this report has it all. And yes, all of the bounce rate report data is exportable. 

Found under marketing reports, you are greeted with a chart illustrating, 

  • All emails sent over the last year – one year from todays date – so if its the 12 May 2022, you can go back to 12 May 2021. Personally, I’d hope this is amended in future updates as it would be useful to see further than the last year in some cases.  
  • Total emails sent
  • Total bounced & delivered
  • Bounce by type – Soft vs. Hard

Scroll down, and you get to the good stuff… the bounce details, including bounce reason. 

It’s no good seeing the number of bounces you’ve received if you can’t do anything about it. Filtered by bounce type and date, the Email Bounce details table tells you

  • Prospects who have bounced 
  • Email addresses and company names
  • Email subject 
  • Bounce type
  • Bounce reason
  • Bounce date
  • Email name – linked 
  • Email send type and template name

Why is the Pardot email bounce report so useful?

  1. Understand why your emails are bouncing

From full inboxes, invaild email address and none responsive servers, there are a number of reasons why your emails may bounce. This report helps you understand those reasons and potentially act on them.

Types of bounces

  • Soft bounce – Occurs when an email is recognized by the recipient’s mail server but is returned to the sender because the recipient’s mailbox is full or the mail server is temporarily unavailable.

    These prospects may be able to receive emails at a later time. However, after an email soft-bounces five times, Pardot will mark the prospect as undeliverable and suppresses them from receiving emails from you. 

  • Hard bounce – Occurs when the prospect’s email address is invalid, the domain name does not exist, or the sender is suspected as spam and/or has been blocked. Prospects with a hard bounce are no longer mailable. 
  • Bounce reasons – If you’re able to resolve the email bounce issue, you can reset the bounce count on the prospect record and start mailing them again. 

2. Spot trends and take action

Use the report and export feature to filter and identify trends that may be contributing to you bounce rate, such as:

  • Particular templates that continuously bounce
  • Subject lines that cause bounces – Spammy subject lines?
  • Dates of email sends – Think back to the Google outage way back December 2020. Are there any significant dates when bounces were high?
  • Certain companies/ email domains – Contact the recipient and ask them if they’ve configured an email rule that forwards incoming email messages from you to another destination. Their rule could have tried to send a copy of your message to a bad email address. Or, have you simply misspelled the address/email domain?

3. See the bigger picture

Ever sent an email and thought “wow, that bounce rate was high!” You may have wondered if this was an isolated incident or if bounces were in fact an issue in your org? 

Often marketers see a few emails with high bounce rate and assume they are destined for failure when it comes to getting their message into the inbox of prospects. Using this report, you can see the bigger picture. Then, you can understand how many bounces you have IN TOTAL out of all the emails sent in the last year. 

4. Keep your Pardot data clean

Bounces often relate to the quality of your data and a low bounce rate overall indicates a healthy and clean org. Knowing how big of a problem bounces may (or may not) be can help with keeping your org clean and relevant. 

Using the “Reset” feature found on individual prospect records you can reset bounces (hard and soft) and give yourself a second chance. 

Still no luck? Consider removing these prospects, particularly if the bounce reason is permanent. 

5. Avoid Salesforce account suspension

Salesforce is super serious about permission-based marketing. And its reputation as an email service provider, as well as your reputation as an email sender, is why they monitor accounts with bounce rates over 10% (as well as high spam complaint rates). 

If Salesforce notices an issue with either of these numbers, they can suspend email sending from your account. 

What can you do to lower your email bounce rate?

No email service provider can ever guarantee your deliverability rates — that’s down to your email practices and behavior. 

Here are some things you can do to help with your email sending reputation and lower those bounce rates.

  1. As above, understand why your emails are bouncing and take action.
  2. Set up email authentication.
  3. Build email sending lists using a confirmed opt-in process
  4. Don’t purchase data without getting permission to send emails to the list.
  5. Clean your database regularly & check that email addresses are spelled correctly.
  6. Make sure your emails aren’t spammy.

Understanding email bounces is a big win for marketers

Armed with the data behind the bounces, this report is a win for marketers serious about their email sending reputation. 
However, if you’re left feeling confused, worried or overwhelmed by the numbers, reach out to the Sercante team to see how we can help.

Original article: Salesforce Summer ‘22 Release: Review Email Bounce Data in One Report

©2022 The Spot. All Rights Reserved.

The post Salesforce Summer ‘22 Release: Review Email Bounce Data in One Report appeared first on The Spot.

By |2022-05-26T21:10:46+00:00May 26th, 2022|Categories: Data Management, Emails & Forms, New Features|