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Tag: Data Importing

  • Data Modeling in Salesforce – The Basics

    Data Modeling in Salesforce – The Basics

    Salesforce Data Model is the method to represent the table in your Salesforce org in order to make the data understandable to the viewers.

    Data model allows the representation of data in a sensible manner in your system. It is effective in establishing various relationships between objects and field that are required to perform various CRM activities. SFDC data model is merely a combination of Salesforce fields as well as objects. In order to understand data modeling, a user must have a better understanding of objects and fields.

    Importing Data

    It is advisable to use standard object more than custom object while designing a model in your org. However this may vary in case of storing integrated data. 

    It is essential to manage your data effectively. The functionality of the entire org is dependent on your business data. Be it complicated data or detailed data, the process of business sums up the basic data import and export activity.

    The valuable data importing from external resources to Salesforce should be monitored deeply. It is essential to check the data duplicacy, the data should be relevant and precise and should not be duplicated. 

    dont miss out iconDon’t forget to check out: An Ultimate Guide on How to Import Data in Salesforce

    There are Two Major Ways to Import Data to Salesforce CRM:

    1. Data Loader

    Data loader is basically used to import the bulk data and is a client application. It has the limitation to import five million records maximum at once irrespective of the data type, in case you want to import the data from database connection or from files. Data loader is operated by command line as well as through the user interface.

    2. Data Import Wizard 

    It is the tool that enables accessing through the setup menu, It allows user to import the data from common standard object and the data that is storedd in custom objects. It has the tendency to import 50,000 record at once.

    Exporting Data

    Salesforce allows data exporting manually as well as through an automatic schedule. The data is exported in a set of CSV files i.e., comma separated files. There are tools to export data that provide users with copy of your data that can be used to import to another system or for back up purposes. 

    dont miss out iconCheck out an amazing Salesforce tutorial video here: Salesforce Data Loader | Import Relational Data

    There are generally two ways to export data from Salesforce:

    1. Data Loader

    Similarly like data importing, data loader is also being used for the exporting data, but that has to be installed separately. The application,  is operated by the command line as well as user interface.

    2. Data Export Wizard

    It can be accessed by the setup wizard. It enables the data exporting once every week for a weekly report or once every 29 days for a monthly record.

  • All About Salesforce Marketing Cloud, Email studio and Content Builder

    All About Salesforce Marketing Cloud, Email studio and Content Builder

    Hey you all, hope you are doing well!

    In this blog, I am going to tell you about Marketing Cloud and its primary email sending tools like Email Studio and Content Builder.

    So what is a marketing cloud and when it comes into existence? When Salesforce introduced its CRM platform, in the initial stage it only dealt with Sales functionality. To provide marketing support, Salesforce acquired a company named ExactTarget and marked it as their marketing cloud.

    Salesforce Marketing Cloud is a CRM platform mainly for marketers that allows them to create and manage relationships with customers. 

    dont miss out iconDon’t forget to check out: 3 Key Marketing Challenges and how you can overcome them with Salesforce Marketing Cloud Benefits

    With Marketing Cloud, you can do things like:

    1. Connect known and unknown profiles to gain a unified view of the customer.
    2. Leverage data and Einstein artificial intelligence to make every interaction relevant.
    3. Create two-way, real-time engagement when and where the customer wants.
    4. Measure, report, and optimize marketing performance, impact, and customer loyalty.

    Many automation tools are available in Salesforce marketing cloud like email studio, content builder, automation studio and many more.

    Email Studio: Email studio is an automation email sending tool that lets companies customize their interactions with their customer base and also it lets companies personalize their emails as they like.

    With the help of email studio, we can use data to send emails in bulk, also we can use email studio to send email to targeted audiences or even create one-to-one conversations.

    Some of the main functionalities Email Studio provides us : 

    1. Customizable and mobile-optimized email templates
    2. Drag and drop segmentation tools
    3. Automation functions
    4. Email and message scheduling and A/B testing
    5. Responsive email and dynamic messages
    6. Data importing feature and subscriber list
    7. Performance report and email delivery schedule

    To send an email we need an email address or list of email addresses and content to send. 

    Subscribers: A subscriber is the one to whom we can send an email and collection of subscribers is known as subscriber list. A subscriber list is a collection of subscribers who opted-in to receive emails from the marketing cloud.

    There are two methods we store data in marketing cloud : 

    1. List: Lists are the default method of storing subscriber data in email studio. It requires minimal configuration and setup. Email address and subscriber key attributes are required in List.
    2. Data extensions: Data extensions provide a flexible data model which run faster and handle loads of data. Data extensions contain subscriber data just as lists. If they contain data about the subscriber and marked as sendable then they are described as sendable data extension. It can contain other data as well like purchase details, URLs to images that can be used to display purposes. These types of extensions are called non-sendable data extensions.

    Now we have our own List and data extension, we need content to send email to our data. This work can be done with the help of Content Builder.

    Content Builder: Content builder provides us many ways to create our own customized templates. We can create email messages and templates, SMS messages and mobile app push notifications and In-app messages, etc.

    dont miss out iconCheck out another amazing blog by Udit here: Different types of relationships in Salesforce.

    We can upload our pre-created content in the content builder.

    Email Template: In this, we can create our email template from scratch and we can also use some in-built themes, layouts and also we can use an existing template and do some modifications to that.

    Content Blocks: As our email message can consist of lots of blocks like buttons, texts, images in one place. Content builder is our perfect destination for building these blocks. 

    A content block includes many options like button, code snippet, dynamic content, Image carousel and many more. We can save our content in content blocks and reuse it wherever we want while creating an email template.

    I hope you guys get an idea of what we can do with email studio and content builder. So, Happy emailing guys!