Most of their emails were ending up in spam folders. The company witnessed a surge in unsubscribes (from 2% to 10%), bounce rates, and spam complaints. All this seemingly out of the blue, and in spite of following deliverability best practices. 

Having verified whether or not the client had in fact been following deliverability best practices as claimed, we decided to recon their Salesforce instance. 

As expected, the Email Relay feature was not enabled. We went on to explain what it was, and with every bit of new information, the client’s face seemed to glow at the potential of Salesforce Email Relay.

We wasted no time enabling the feature, and two weeks later the company saw a substantial improvement in their open rates and CTR. 

So what exactly is Email Relay in Salesforce? How do you set it up? Keep reading! 

• What is Salesforce Email Relay?
  
• Salesforce Email Relay Setup Best Practices
  
• How to Set Up Email Relay in Salesforce?
  
• Salesforce Email Relay: The Dividing Lines

What is Salesforce Email Relay?

Salesforce Email Relay is a feature that allows you to route Salesforce-generated emails through your SMTP server. Now this has significant benefits:

• Since you’ll be sending emails from your own server, your recipients will be more familiar with your brand than with a generic Salesforce address.
  
• You exercise greater control over the email sending process. You can adjust settings in your email infrastructure according to your needs.
  
• You can stem excessive filtering by the spam filters since you’ll be sending emails from your server. If Salesforce gets blacklisted (a rare possibility), your emails would still land in the recipient’s inbox, not the spam folder.
  
• Ensure compliance with government regulations for various industries. Since emails are sent through your server, you can archive these emails in a centralized location according to your organization’s retention policies.
  
• You can apply existing content scan filters to identify any content or data in your email that does not align with your organization’s best practices.
  
• The feature automatically appends all org-wide messages/disclaimers in the footer of every email you send. 

Read more: Ask The Trailheader: How to Send Emails through Salesforce

Salesforce Email Relay Setup Best Practices

Before you set up Email Relay in Salesforce, it’s important to factor in the following:

• Make sure your company owns its domain. Do not use relay for emails that are not sent using your mail domain.
  
• To avoid SPF failure, establish a DMARC policy for your domain, and sign all outgoing emails with Salesforce’s DKIM signing. Go through SPF and DKIM FAQ.
  
• Disable “Enable compliance with standard email security mechanisms” and “bounce management.” Both of these are deliverability settings in Salesforce, and they may affect email delivery to your server. Your emails may get sent with Salesforce’s domain added to your address, which defeats the purpose of using Email Relay in the first place.

• Verify the hostname on Salesforce’s certificate. In simpler terms, your email server will check the name on the digital certificate issued to Salesforce. The certificate authenticates Salesforcer’s identity as a legitimate sender.
  
• Only relay emails from Salesforce that have the proper org id. You can verify your org id by looking for it in the email header. Salesforce adds custom headers (X-SFDC-LK, for instance) to all emails sent through its platform.
  
• Enforce SMTP authentication between Salesforce servers and your email relay host. Test the authentication in a sandbox environment.
  
• Enable Transport Layer Security (TLS). TLS encrypts email content during inter-server transmission. Learn how to set up TLS in Salesforce.

Now it’s time to set up Email Relay in Salesforce!

How to Set Up Email Relay in Salesforce?

• Log in to your Salesforce account, and go to Set up from the Settings menu. (This is exclusively for Salesforce Lightning users)
  
• In the Quick Find box, enter Email relays. Select Email Relays. 

• In the Host section, enter hostname, mail domain, or IP address.

• In the Port section, enter the number of your org’s SMTP server. 

• Choose a TLS setting. We recommend applying Required Verifying as it is the strictest setting. It performs rigorous audits on the TLS handshake. TLS Preferred, on the other hand, allows email delivery if the TLS handoff doesn’t happen. This is known as opportunistic TLS in email lingo.

• Save your changes. You have successfully created an Email Relay.

• Next, you need to set up an email domain filter for the relay to work. So, go to the Quick Find Box again, and enter “Email Domain Filter.”
  
• Select the Create Email Domain Filter option, as shown below. 

• Now add the Sender Domain, Recipient Domain, enable the Active checkbox, and click Save. 

• Once Email Relay is set up, it’s good practice to test email deliverability. Back to the Quick Find Box! Enter Deliverability, and select Test Deliverability.
  
• Enter an email address. Click Send. You should see the following message. 

For more information, feel free to consult Salesforce’s documentation on setting up an Email Relay.

Salesforce Email Relay: The Dividing Lines

• The Email Relay feature is only available on Professional, Enterprise, Unlimited, Developer, and Performance editions of Salesforce. You could still play around with it in the sandbox version.
  
• Email Relay is available in the North and South Americas, Europe, and Asia Pacific.
  
• You cannot use the Email Relay feature if your business/company/org does not own its domain.
  
• Your SMTP server should be configured for compliance with Salesforce’s security requirements.
  
• The limitation of 1000 emails a day per Salesforce user and 500 emails a day per organization will still be in effect when you use Email Relay.

Read more: 6 Best Practices For Improving Email Deliverability In SFMC

Join Hands with Certified Salesforce Partners! 

Our Salesforce team has worked with more than 5000 brands in 60 countries by now. We’re an old hand! From designing Salesforce templates to building complex journeys to campaign management to migration, we do it all. Get in touch with our Salesforce gang today!

The post Salesforce Email Relay: Setup & Best Practices appeared first on Email Uplers.

In this comprehensive guide, we’re taking you through the ins and outs of Klaviyo-Salesforce integration. (Remember, we’re talking about Salesforce CRM, not Salesforce Commerce Cloud.) Before we begin, two essential points to consider:

• Make sure your Salesforce edition has API access. Data exchange is not possible in the absence of a proper API access. APIs are what define how applications would interact with each other. APIs also establish security, preempting any unauthorized access to your Salesforce data.
  
• Klaviyo integration with Salesforce is not possible with free or low-tier Salesforce editions. You should be using Enterprise, Developer, Performance, or Unlimited editions. 

By the end of this guide, plus a few weeks into settling in, you should be able to build more targeted campaigns, and see improved marketing and sales alignment, among other things. Let’s roll! 

• Obtain your Salesforce Security Token
  
• Add the Salesforce integration
  
• Confirm the integration in Klaviyo
  
• Understanding the ‘Became Lead’ metric

Read more: Best Klaviyo Integrations to Supercharge Email Campaigns

Obtain Your Salesforce Security Token

You need to obtain your Salesforce Security Token to enable integration. You must have received it the first time you set up your Salesforce account. But if you don’t have it now, you’ll have to reset your Token in order to receive a new one. 

To reset your Token on the Lightning Experience, follow these steps:

• Log in to your Salesforce Lightning account.
  
• On the top-right corner of the screen, click your Profile picture, and select Settings. 

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• Go to the menu on the left-hand side of the screen, and click Reset My Security Token.

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• Make sure to update any other integration that was previously enabled using the old Token. Click on Reset Security Token.

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• Like before, you’ll receive an email with the new Token. 

Now, to reset your Token on Salesforce Classic, follow these steps:

• Log in to your Salesforce account.
  
• Once again, on the top-right corner of the screen, click your Profile picture, and select My Settings.

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• Click Personal from the My Settings menu. Then select the Reset My Security Token option. 

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• Make sure to update any other integration that was previously enabled using the old Token. Click Reset Security Token.

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• Like before, you’ll receive an email with the new Token.

Add the Salesforce Integration

For enabling Salesforce integration in Klaviyo, follow these steps:

• Log in to your Klaviyo account.
  
• Click your account name, and select Integrations.

• Next, click ‘Add integration.’

• Search for Salesforce in the search box. Select the first card, as shown below.

• You should now see the following credentials on your screen. Enter your Salesforce username, password, and your Security Token. That done, click Connect to Salesforce. 

Voila! You have successfully initiated the integration process. You would still need to keep tabs on the integration for confirmation. Over to the next section for that!

Read more: How To Integrate Salesforce CRM With Adobe Marketo

Confirming Klaviyo Integration with Salesforce

To confirm whether or not the integration has been successful, in your Klaviyo instance, head to the Analytics option, and select Metrics. 

Next, click the Activity Feed icon. If your integration was successfully initiated, you should see ‘Became Lead’ events added to the Feed. 

Klaviyo’s documentation also recommends other ways to confirm the integration:

• Verify the number of leads Klaviyo imports from Salesforce. The number of leads added to Klaviyo at a time should match the number of leads added to Salesforce.
  
• You can also check the number of payments added on a given day against the corresponding data in Salesforce.
  
• In the event of data discrepancy, Klaviyo recommends matching the time zone in your Klaviyo account with that in your Salesforce instance. To do that, click your profile name, select Settings, then click Organization. Update the time zone. 

Understanding the ‘Became Lead’ Metric

‘Became Lead’ is the only metric that Klaviyo syncs with Salesforce CRM. Any new lead in Salesforce will trigger the ‘Became Lead’ metric in Klaviyo. The event initiates the data exchange process, upon which Klaviyo retrieves custom properties for the lead, and then attaches the synced data to the lead’s Klaviyo profile. 

Now it’s important to understand that the ‘Became Lead’ event doesn’t itself contain any data from Salesforce, but only acts as a trigger for the data exchange process. So don’t expect a full data transfer immediately after the ‘Became Lead’ event is logged. Data synchronization occurs hourly. 

Note that Klaviyo does not automatically retrieve updated lead data from Salesforce after the initial data exchange. For instance, if certain leads update their information in Salesforce, the same will not reflect in Klaviyo, causing a potential mismatch. 

Get Started with ESP-agnostic Integration Experts!

Our team has the expertise on all leading ESPs, including Salesforce and Klaviyo. We’re an old hand, having worked with over 5000 global brands and agencies. For more information, get in touch with our ESP experts.

The post Expert Guide to Klaviyo-Salesforce Integration appeared first on Email Uplers.

Does any of this sound familiar? You see, in an ideal world, bloggers would spend most of their time blogging, and sales reps like Samson most of their time selling. 

But in truth, salespeople spend only 28 percent of their week selling. The rest of the time, they’re busy keeping records, juggling between tools, and doing manual tasks like lead management and data entry. Samson, for one, spends so much time simply connecting dots!

The solution? Integrating Gmail with Salesforce! Once Samson integrates their Gmail account with Salesforce, they can, among other things:

• View relevant client data within Gmail while composing an email
  
• Log all email communications with clients into their respective Salesforce accounts
  
• Access a complete communication history within Salesforce

Curious how to integrate the two platforms? Over to the guide.

1. Integrate Gmail with Salesforce Using The Chrome Web Store

2. Integrate Gmail with Salesforce Using Salesforce Inbox

3. Integrate Gmail with Salesforce Using Einstein Activity Capture

4. How to Choose Among The Three?

1. Integrate Gmail with Salesforce Using The Chrome Web Store

We left Samson juggling between Salesforce and Gmail. One of his clients, Julia, wants to expand her cloud storage plans. So Samson wants to follow up with her. However, while composing an email, he needs details of previous interactions with Julia. 

This data is available within Salesforce. Instead of wasting time switching between tabs, Samson decides to integrate Salesforce into Gmail by adding a Salesforce Chrome extension. Here’s the process:

• Log in to your Salesforce account.
  
• Go to Setup. In the Quick Find Box, enter “Gmail Integration and Sync.” You should be seeing something like this. 

• Toggle on the first two options.
  
• Next, you need to get the Gmail integration from the Chrome Web store.
  
• You can then see “Login to Salesforce” on your Gmail.

That’s all there is to it. But this is not the only way to sync Gmail with Salesforce. You can use Salesforce Inbox to integrate the two. 

Read more: How to Leverage Salesforce Marketing Cloud Extensions

2. Integrate Gmail with Salesforce Using Salesforce Inbox

Samson just wrapped up a productive call with Delilah, a potential client, who has shown considerable interest in his company’s new automation tool. 

Among other things, Delilah mentioned she’d be out of the office for a conference next week. But Samson doesn’t want the momentum to die down, and wants to follow up. 

Sending an email when Delilah isn’t available wouldn’t be the best thing to do. So Samson decides to schedule a follow-up email directly within their Salesforce workflow. He integrates Gmail into Salesforce Inbox. Here’s the process:

• Log in to your Salesforce account
  
• Go to Setup. In the Quick Find Box, enter “Inbox”
  
• Select Setup Assistant under Inbox
  
• Enable “Make Inbox Available to Users” 

Before you set up your sales reps to use Salesforce Inbox, take a quick look at Salesforce Inbox System Requirements. You may also want to consider how your sales reps use Inbox features, and how Inbox interacts with other Salesforce integrations. 

3. Integrate Gmail with Salesforce Using Einstein Activity Capture

Samson has a jam-packed week, full of client meetings, demos, and follow-up calls. Right now, he uses both Salesforce and his personal Gmail calendar to manage his appointments. However, manually keeping the two in sync is a constant struggle. 

One time, Samson, having set up a call with a client on his Gmail calendar, forgot to update the same on his Salesforce calendar. The snafu delayed the call by at least a fortnight. 

Samson decides to use Einstein Activity Capture to facilitate automatic calendar sync. Here’s the process:

• Log in to your Salesforce account
  
• Go to Setup. In the Quick Find Box, enter “Einstein Activity Capture”
  
• Click on “Get Started”

• Choose your connection method

• If you have a large sales team, onboard your chosen users with the help of the Service account. Or, you can onboard users more securely with user-level authentication.

• Since we want to integrate email communications into Salesforce, enable Emails in the Sync Settings popup.

• Next, add your chosen sales reps to a configuration 

• You’ve successfully launched Einstein Activity Capture. Having set up your sales reps, you can review their onboarding status, and more.

A few critical things to keep in mind before setting up Einstein Activity Capture:

• Ensure your users have the necessary permissions to share data between Salesforce and their email and calendar applications.
  
• Define how data captured from Gmail will be mapped to corresponding fields in Salesforce.
  
• Determine which emails and events you want Einstein Activity Capture to track. You might not need the application to track everything.
  
• Educate users about how Einstein Activity Capture works. Familiarize your team with Einstein Activity Capture basics, system requirements, considerations, and guidelines for using emails with Einstein Activity Capture.  

Read more: Unraveled: Einstein Engagement Frequency In Salesforce Marketing Cloud

How to Choose Among The Three?

The best option for integrating Gmail with Salesforce depends on your specific needs. 

For basic integration and ease of use, you can try Salesforce Chrome Extension. As we saw, it’s very easy to set up; in fact, the easiest of the three. But the integration hogs a lot of screen space, which some may find annoying. You might need to log in again and again. 

If you need additional features like scheduling emails, automatic follow-ups, and advanced email tracking, Salesforce Inbox might be your best choice. But remember that Salesforce Inbox is only compatible with Google Chrome.  

Choose Einstein Activity Capture for automatic data capture and synchronization between Gmail/calendar and Salesforce. Keep in mind that you have no access to the Sales Activity Data by default. You can view EAC analytics in the paid version only. In addition, you don’t own EAC data because it’s stored externally, and it’s available for two years only. 

Hire Certified Salesforce Marketing Cloud Experts!

Salesforce is huge and complex. Due to its vast features and functionalities, customization options, and complex data models, there’s a significant learning curve associated with mastering Salesforce. If you find it difficult to navigate the platform, don’t be surprised. 

The good news is you can always get in touch with our Salesforce Marketing Cloud experts. We’re a Salesforce partner. So far, we’ve delivered results to over 800 SFMC customers in more than 60 countries. We’re thoroughly acquainted with the ins and outs of Salesforce. 

Tell us your Salesforce requirements, and we will take care of the rest.

The post Geek Guide: How to Integrate Gmail with Salesforce appeared first on Email Uplers.

You can send emails with Gmail/Office 365. You can use an Email Relay. You can also send automated emails. Salesforce is a comprehensive platform. As Salesforce partners, we have hands-on experience in sending emails using various methods.

But if you’re not sure where to start, go through Salesforce’s recommendations on how to choose the best method for your org. (Note: these recommendations are for Lightning users.) 

In today’s guide, we’ll learn how to send emails through Salesforce in the Classic version. So you’ll be sending emails from Salesforce using Salesforce servers. Let’s begin!

• Pre-send considerations
  
• How to set up email send through Salesforce
  
• Test deliverability of Salesforce emails
  
• Configure deliverability settings
  
• Enable compliance BCC emails
  
• Monitor emails sent from Salesforce
  
• Understanding email log reference

Recommended Pre-Send Considerations

Salesforce recommends reviewing a few pre-send essentials. Let’s look at some of these before learning how to set up send through Salesforce:

• Verify that you own the sending email address. You can’t send emails through Salesforce until the email verification process is complete.
  
• Configure email authentication protocols. Otherwise, spam filters will flag your emails. 5 Tips on How to Implement Email Authentication
  
• If you own the domain, set up SPF and DKIM in your DNS server.
  
• If you don’t own the domain, emails may not always be identified as sent via Salesforce.
  
• Enabling “Sender ID Compliance” may lead certain email clients to hide the sender’s name.
  
• Enable “Compliance with standard email security mechanisms,” or “Activate bounce management.” This will allow Gmail users to see Extra Information. 

Now let’s learn how to set up send in Salesforce.

Setting Up Email Send through Salesforce

Salesforce has related the steps for setting up send through Salesforce for companies that own a domain and those that don’t. Here are the steps for those with company domains:

• Turn off “Enable Compliance with standard email security mechanisms”

• Turn off “Enable Sender ID Compliance”
  

• Add Salesforce’s SPF record to your domain to show Salesforce as an approved sender

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• Configure DKIM by setting up DKIM keys

Let’s understand each of these steps. In the first step, disabling compliance will change the Salesforce domain address to the sender’s email address. 

The second step removes “no-reply@salesforce.com” so that the “Sender” field displays your company’s email address. Learn how to deal with no-reply emails.

Implementing the third step signals to email servers that emails which claim to be coming from your domain and sent through Salesforce are legitimate. Read more: Email Blacklists: What are They & How to Avoid Them.

The last step addresses the issue of email deliverability. You can create a DKIM key in Salesforce. The DKIM key consists of the public key and the private key. When you send an email through Salesforce, the latter uses the private key to sign your email. The recipient’s server then uses the public key to verify the signature attached to the email you sent.

So much for companies that own a domain. But if your company doesn’t own a domain, and your email addresses end in @gmail.com, @aol.com, or @yahoo.com, you would need to register for a domain name that reflects your company name or brand. 

Subsequently, make sure to use the new domain name whenever you send an email from Salesforce. Now follow these steps to set up email send:

• Turn on “Enable Compliance with standard email security mechanisms”

• Turn on “Enable Sender ID Compliance”

Salesforce recommends implementing the second step only for recipients who use the Sender ID authentication protocol. For one thing, it’s an outdated protocol. Second, SPF and DKIM are sufficient for authentication; using a third may lead to compatibility issues.

Test Deliverability of Salesforce Emails

Salesforce’s Test Deliverability feature enables you to forestall any potential deliverability issues after sending emails. Follow these easy steps:

• Go to Setup. In the Quick Find box, enter Test Deliverability. Select Test Deliverability.
  
• Enter your (business) email address. Click Send. 

Salesforce will then send a test email from all its IP addresses to your email address. If you receive all these emails, great! If not, ask your Salesforce admin to add Salesforce’s IP address to the allow-list of your org’s email server.

Configure Your Deliverability Settings

• Go to Setup. In the Quick Find box, enter Deliverability. Select Deliverability.
  
• Select the options that you feel apply to your Salesforce org.

Enable Compliance BCC Emails

What is “compliance BCC emails” in Salesforce? This feature sends a “hidden copy” of every outbound email that you specify. It prevents users from editing the BCC field on your emails. It also disables their Automatic Bcc setting. 

The primary goal of this feature is to reinforce data governance. If your email has sensitive information, restricting BCC edits ensures the email doesn’t get sent to unintended recipients. So you need not enable compliance BCC emails if your organization doesn’t scan all outbound emails for compliance. But if it does, follow these steps:

• Go to Setup. In the Quick Find box, enter “Compliance BCC email.”
  
• Turn it on by selecting the Enable checkbox.
  
• Enter your compliance email address. Click Save. 

Monitor Emails Sent from Salesforce

Once you send your emails from Salesforce, you can monitor them in the last 30 days through email logs. Logs contain relevant information such as sender and recipient names, data and time, delivery status, error codes, if any, etc. 

Before requesting an email log, you may want to review Salesforce’s considerations for using email logs. That done, follow these steps:

•  Go to Setup. In the Quick Find box, enter “Email Log Files.” Select Email Log Files
  
• Click Request an Email Log

• Enter a Start Time and an End Time

• Select the type of Mail Event and Email Direction

• Enter the email addresses where you want to receive notifications when the log request is complete. Then click Submit Request

Understanding Email Log Reference

Salesforce email logs come in CSV format within a compressed file. Each line (record) represents a single email event. The fields are separated by commas. 

There are five reasons why you should be using email logs:

1. Delivery tracking: Logs provide a record of the entire delivery process. You can track whether or not your emails were delivered properly. 
   
2. Troubleshooting: You can use email logs to diagnose problems such as invalid recipient addresses, spam filters, server errors, etc.  
   
3. Compliance reporting: Email logs act as a single source of truth for all emails sent. This can come in handy for audits or legal purposes.
   
4. User activity monitoring: You can gain actionable insights into user activities.
   
5. Sales performance review: You can use email logs to analyze email outreach efforts. Track the number of emails sent by sales reps, identify communication patterns, etc. 

Learn more about email log reference in Salesforce. 

Reach Out to Our Salesforce-Certified Experts!

Seems too much to take in? No worries! You’re in the company of Salesforce partners. Make your org Salesforce-ready with us. Contact our Salesforce experts and up your email game.

The post Ask The Trailheader: How to Send Emails through Salesforce appeared first on Email Uplers.

In short, bad data is bad. The stats prove it. The experience of our own Salesforce team proves it like hell! Thanks to bad data, we’ve had our share of marketing Dunkirks, from deliverability snafus to sales team disconnects to addressing irrelevant or even non-existent pain points. Exiting one bad data cycle can take very long, leading to resource waste and sometimes, client bounces. 

But we know better now. Equally important, Salesforce is a more robust, secure platform than it was, say, a decade ago, thanks to constant updates in their data management frameworks and methodologies. 

As a brand, you want your Salesforce admin to follow Salesforce data hygiene best practices. Call it best practices or tips, these can be an absolute life-saver. So, over to the rest of this guide!

What Is Salesforce Hygiene?

Salesforce hygiene or data hygiene is the process of reviewing, identifying, and maintaining data quality in Salesforce. This involves eliminating incomplete, duplicated, and missing records, enforcing data standards, flushing out stale data and redundant fields, verifying data validity, etc.

Salesforce Data Hygiene: Data Security

Data hygiene involves data security. How? A breached database is a potential haunt of bad data. From data manipulation to data deletion, bad actors can easily compromise the purity of your data.

1. Implement Multi-layered Security Mechanisms

Firewalls and multi-factor authentication ensure data security. A firewall protects your network from bad/undesirable incoming or outgoing traffic. A multi-factor authentication protocol validates user identity with at least two different forms of evidence. 

Salesforce requires all users to go through MFA to access Salesforce products.

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2. Follow The Principle of Least Privilege

Make sure your admin provides users with just the minimum amount of org access required to do their job. This is known as the principle of least privilege. 

It eliminates the scope of unpermitted ill-advised actions within the platform, and frustrates attempts by bad actors to exploit over-privileged accounts. 

Source

3. Make an Effort to Educate Your Users

There are many ways in which data breaches can happen, such as social engineering, credential stuffing, phishing, malware, device theft/misplacements, pretexting, human error, etc.

Your Salesforce admin should educate the users to ensure high-level preparedness. If you can’t always prevent such breaches, you can certainly make them less and less prevalent over time. This goes a long way in absolutely cyber-proofing your org. 

It’s because ensuring data security is not a one-man job. It’s a shared responsibility. It is not so much about duct-taping occasional breaches here and there as it is about org-wide security awareness where every user understands the risks involved, and can access the right measures to contain a fire. Learn more on how to educate your users to help maintain Salesforce data hygiene.

As far as admins are concerned, they need to be “security-minded” themselves. Any organization’s first priority in relation to security should be to view it, not as an isolated temporal bottleneck, but as something that requires a distinct, company-wide ethos. But it starts with your admin being security-minded.      

4. Run Regular Security Health Checks

Salesforce recommends running security checks on their Health Check tool. The tool rates the security level of your org on a scale of 1-100 (100 being the most secure.) It works by measuring how closely your admin’s security settings conform to Salesforce’s recommended settings. 

The tool enables your admin to mitigate risks in your security settings from a single page. Only keep in mind to test all changes to the settings in the sandbox first. Importantly, Salesforce recommends admins to document all security changes settings. 

(‘Recommend’ is a rather light word. We would insist on documentation. Having an accessible, reliable single source of truth is a godsend for any organization. It saves so much time and energy. It increases the collective knowledge of your team. Conversations become easier, and everyone feels more secure.) 

Your admin can find the tool in Setup. Just type Health Check in the Quick Find Box, and select Health Check. This is how it looks. 

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Salesforce Data Hygiene: Data Quality

Ensuring whether or not your data is clean and relevantly useful – that’s how data hygiene is inextricably linked to data quality. 

5. Define Your Business Goals And Metrics

Identify at least two to three main business goals. This will help you prioritize only those data points that answer your immediate goals. Subsequently, you’ll know in which direction you need to orient your data maintenance efforts. You can tabulate your goals, metrics, and their data formats in the following manner.

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6. Profile Your Data

Data profiling is simply an examination of your existing data, and collecting insightful summaries from that in order to identify potential issues and apply fixes.

So at this point, you have a clear idea of what kinds of data you want to gather. Now you need to profile your data i.e. track the source of your data, and identify the pain points. 

Source

7. Create a Salesforce Hygiene Program

Without a robust SFDC hygiene program in place, your maintenance efforts are as good as dead. Take a cue from the following hygiene schedule, and prioritize integrating it into your daily workflows.

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8. Draw up an Exception Report

An exception report will highlight any existing discrepancies between what you want your data to look like and what it looks like in reality. 

This means any missing or contradictory information will show up in the exception report. Your admin can build an exception report in Salesforce using cross filters. Cross filters analyze relationships between two or more objects. They narrow down your search to find just the records needed for your report. 

In the following example, the report shows only those contacts whose email addresses are not yet available.  

Source

Salesforce Data Hygiene: Streamlining Your Org

Your data is now secure and clean. To ring down the curtain on the undertaking, your admin can leverage a number of Salesforce features to streamlining your organization for the benefit of your end users.

9. Communicate with Your Users And Departments

Ask your admin to talk with the end users to get to know their goals with Salesforce, their pain points, and to gather their feedback (negative as well as positive). If you have multiple departments in your organization, your admin should get acquainted with each department’s data needs. 

Your end users will be working with data all the time, right? So make sure that they can easily enter and find data on Salesforce. 

Your admin can make it straightforward for the end users by creating intuitive page layouts, utilizing Help Text to help users enter data in the way preferred at your organization, and highlighting required fields.

Encourage your admin to use list views, customized search, record types, and compact layouts so the users can easily find data.  

10. Run The Salesforce Optimizer App

Salesforce Optimizer is a “maintenance productivity” application. It’s yet another godsend for Salesforce admins. The app reviews ALL org best practices, and spotlights areas for improvement. 

Salesforce recommends running Salesforce Optimizer before installing a new app, before every new Salesforce release, and at least once every quarter. 

Running a scan is easy. Go to Setup, enter Optimizer in the Quick Find Box, and select Optimizer. Then click Allow Access, check the Attestation box, save, and close. Open the Optimizer and click Run Optimizer. You can catch the entire process in the following screenshot.

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Once the scan is complete, the results are displayed as shown here.

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The Optimizer also highlights areas for improvement, and provides recommendations accordingly. In the following scenario, the system asks the admin to review a hard-coded URL. Take a look also at the recommendation panel. It’s detailed, and it maps out what your Salesforce developer needs to do next. It also gives you the estimated time for recovery, and additional resources related to the problem. 

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Get Started with SFDC Hygiene!

It’s now time to give your Salesforce instance a shower!  

Remember, just one piece of bad data can upset your system. If regular data cleanups have not been on your to-do list in the past, it should be now. And we should know, being a dedicated Salesforce partner. Feel free to connect with our Salesforce data docs, if you need help getting started. 

The post 10 Tips to Review And Maintain Salesforce Data Hygiene appeared first on Email Uplers.

With a repertoire of SaaS tools to help businesses and firms actualize and optimize better revenues, almost 67% of market leaders make use of marketing automation, whereas 21% intend to resort to deploying a new platform in the coming year. 

Adobe Marketo Engage/Marketo/Marketo Engage is a premium Software-as-a-Service (SaaS) tool that helps you align, streamline, and seamlessly automate all your marketing tasks, engagements & workflows to boost operational efficiency and enhance growth in revenue.

On the other hand, Salesforce is a much-loved, widely adopted, and full-service CRM (Customer Relationship Management) tool. In addition to its customer service features, it also comes equipped with built-in amenities for nurturing leads, capitalizing on opportunities, servicing, sales, marketing, managing accounts, etc. It also helps maintain customer relationships by saving customer data and contact information, along with seamless integrations with multiple platforms.

If you are privy to the lead cycle, you would know the importance of the combined efforts of the sales and marketing teams in ensuring a smooth flow of leads through the sales funnel.

To ensure seamless data consistency across the two platforms, Marketo offers a native Salesforce integration option that you might be acquainted with if you work for a firm that utilizes both. On account of this integration, one can sync leads, Salesforce campaigns, and contacts bi-directionally. This ensures that every alteration you make in either Salesforce or Marketo will reflect in the other platform every five minutes (or longer) without any manual efforts.

This also allows a seamless alignment between sales and marketing as well as support teams, which ultimately results in enhanced customer retention rates and improved ROIs.

Elements Synced Between Adobe Marketo Engage and Salesforce CRM

The following elements are synced in the integration between Marketo and Salesforce CRM;

• Leads
• Contacts
• Accounts
• Users
• Opportunities
• Salesforce campaigns
• Custom Objects
•  Activity

Before we begin the step-by-step process of setting up Salesforce for Marketo integration, one needs to ensure that the following pre-requisite steps are completed.

1. Check that Salesforce API permissions are in place before one starts syncing data.
2. Full-admin access: To ensure a seamless integration process, one would need administrator access in both Salesforce CRM & Marketo.

Step By Step Journey Towards Setting Up A Seamless Salesforce Marketo Integration

Step 1:  Prepare Salesforce for Marketo integration To configure Salesforce

1. Enable Salesforce API access: In Salesforce, go to “Setup,” search for “API” in the Quick Find box, and select “API Enabled.” Ensure that the “Enable API” checkbox is selected.

2. Create a Salesforce API user: In Salesforce, go to “Setup,” search for “Users” in the Quick Find box, and select “Users.” Click on “New User” and create a user account specifically for Marketo integration. Assign the necessary permissions to this user, such as “API Only User” and “Marketing User” licenses.

3. Create a Salesforce security token: In Salesforce, go to “Setup,” search for “My Personal Information” in the Quick Find box, and select “Reset My Security Token.” Follow the instructions to receive an email with the security token.

Step 2: Configure Marketo for Salesforce integration To configure Marketo

1. Log in to your Marketo instance with administrative access.

2. Navigate to the Admin section by clicking on the gear icon in the top-right corner and selecting “Admin.”

3. In the Admin section, go to “LaunchPoint” under “Integrations” and click on “New” to create a new service.

4. Select “Salesforce” as the service type and click on “Next.”

5. Fill in the required details, such as Display Name, Endpoint URL (Salesforce API URL), Client ID (Salesforce username), Client Secret (Salesforce password + security token), and Authentication URL (Salesforce authentication URL).

6. Click on “Create” to save the configuration.

Step 3: Configure Marketo-Salesforce sync settings To configure the synchronization settings between Marketo and Salesforce

1. In Marketo, go to the Admin section and click on “Salesforce” under “Integration.”

2. In the Salesforce section, click on “Field Management” to map Marketo fields to Salesforce fields. Review and align the field mappings according to your business needs.

3. Next, click on “Sync” to set up synchronization options. Choose the desired sync behavior, such as how leads and contacts are synced, how duplicates are handled, and which objects should be synchronized.

4. Save your sync settings, and Marketo will start syncing data with Salesforce based on the defined configurations.

Step 4: Test the integration After completing the configuration, it’s crucial to test the integration to ensure the data is syncing correctly

1.  Create a test lead or contact in Marketo and verify that it syncs to Salesforce as expected.

2. Make changes to the lead or contact record in either Marketo or Salesforce and ensure the changes sync bidirectionally.

3. Test lead scoring and campaign tracking by running sample campaigns in Marketo and reviewing the data in Salesforce.

4.  Check the Marketo and Salesforce activity logs to troubleshoot any synchronization issues or error messages.

Conclusion

The use cases of Salesforce Marketo integration are multiple:

1. Tracking customer behavior
2. Creating customer campaigns
3. Deploying real-time information
4. Data collection and analysis
5. Ensuring data consistency across platforms
6. Efficient lead management.

If you’d rather have experts help you with automating all your workflows and platform integrations, team awesome@Email Uplers is truly a text away! 

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