Datorama: Random Learnings

Salesforce Marketing Intelligence (formerly known as Datorama) is a cloud based marketing data platform that integrates, unifies the data from several other applications, create reports, analyzes and visualize using AI insights.
These are some of the learnings while implementing this to one of the client.

Best Practices for Administration Setup

Effective user administration and robust data management are vital components for maintaining a secure and efficient Marketing Cloud instance. In this article, we will explore essential best practices to optimize user administration, business unit management, and data management processes, ensuring a well-structured and secure environment.

Unlocking the Full Potential of Journey Builder and Automation Studio Best Practices

Journey Builder and Automation Studio are powerful tools in Marketing Cloud, enabling marketers to seamlessly configure, schedule, and execute a diverse range of activities. From orchestrating customer journeys to conducting complex data operations like File Transfer, Import or Export Activity, SQL Query Activity, Script Activity, and Email Activity, these tools offer unparalleled capabilities. However, to harness their full power and maximize instance performance while ensuring optimal email deliverability, it is imperative to adhere to industry best practices. In this article, we will see into key strategies and recommendations for unlocking the true potential of Journey Builder and Automation Studio in Marketing Cloud.

Optimize Data Management and Audience Segmentation with Audience Builder Best Practices

Audience Builder in Marketing Cloud, encompasses Data Designer, listing all Contacts, and allowing Contact Deletion. Leveraging these features effectively is key to efficient data management and precise audience segmentation. Here are essential best practices that will empower you to maximize the potential of Audience Builder. By implementing these strategies, you can ensure accurate data representation, streamline audience segmentation, and maintain optimal performance throughout your Marketing Cloud journey.

Maximizing Performance and Security with Web Studio Best Practices

Web Studio, an integral part of Marketing Cloud, houses a powerful feature known as Cloud Pages. As Cloud Pages often serve as gateways for external users to input their data into the Marketing Cloud instance via web forms, it becomes crucial to adhere to best practices that ensure optimal performance and robust security. Here are some essential guidelines and recommendations that will empower you to enhance the performance and security of your Web Studio implementation, enabling seamless interactions with external users and safeguarding their data.

Mastering Query Studio: Best Practices for Performance and Retrieval

Query Studio, a powerful AppExchange product within Marketing Cloud, empowers users to debug SQL queries and streamline their data retrieval processes. However, it’s important to be aware of certain limitations that may affect the functionality and behavior of Query Studio. In this article, we will delve into essential best practices to overcome these limitations and ensure smooth query execution and accurate results.

Supercharge Your Email Marketing with Email Studio Best Practices

Email Studio in Marketing Cloud contains All Subscribers, Profile and Preference Management, Data Extension and Lists. To ensure top-notch performance for your Marketing Cloud instance, it’s important to follow best practices. We’ll explore essential strategies and recommendations that will help you unlock the full potential of Email Studio, enabling you to take your email marketing campaigns to the next level.

Marketing Cloud: Custom Profile/Subscription Center

Marketing Cloud has an out-of-the-box basic yet working profile and subscription center. However, customizing them is a little challenge. There is already an older post with just Profile Center customization without an option for the Subscription center that subscribes or unsubscribes a subscriber from lists like Publication Lists.

This post is an incremental to that older post that handles Publication List as well along with some customizations, modifications and dynamic generation of fields.

Salesforce: Calculating Time Intervals in years, months and days

Calculating the duration between two dates is a common requirement in Salesforce. Whether you are tracking the length of a sales cycle or the tenure of an employee, knowing how to calculate the number of years, months, and days between two dates can be useful. With a built-in formula function that Salesforce provides this can be easily achieved.

Salesforce: Web-to-lead/case without refreshing the page

There are some necessity where the web-to-lead or web-to-case form that we use from Salesforce shouldn’t really reload the landing page website where it resides. Embedding the form inside the website however might have to refresh the entire page for the successful submission and redirects to the return URL specified in the form.

However, to submit the form without page refresh is close to not possible directly since Salesforce doesn’t allow AJAX or XMLHttpRequest (XHR) type of form submission and returns:

Access to XMLHttpRequest at '<Salesforce action URL> from origin '<originating URL>' has been blocked by CORS policy: Response to preflight request doesn't pass access control check: No 'Access-Control-Allow-Origin' header is present on the requested resource.

or

XMLHttpRequest cannot load <url>. No 'Access-Control-Allow-Origin' header is present on the requested resource. Origin 'https://<url>.com' is therefore not allowed access.

Marketing Cloud : Power of Enhanced Dynamic Content

Dynamic Content is quite familiar that personalizes the email content based on set of rules defined. However, we create the contents inside Marketing Cloud Content Builder – number of content blocks increases as the personalization is high. There are some practical difficulties of updating multiple content blocks. To the rescue came the Enhanced Dynamic Content.

Salesforce LWC: Multi-level Component Communication using Events

Communication between related LWC components using events is one of the interesting topic to explore with. Here is the very simple code that you can clone to understand how the events propagate between the components from grandparent to grandchild (4 level of depth).

Salesforce : Triggers and Order of Execution

Upon saving a record using insert or update or upsert statement, Salesforce performs the save events in a specific order. You can read the textual flow here: Triggers and Order of Execution which is pretty long to remember it, but here is a visual representation of the same!

Marketing Cloud : Add Data Extension records to Publication List using WSProxy

Publication List helps better in managing the subscribers’ opt-in information. But the subscribers can be added to this list only during the Email Send activity (Utilizing the Data Extension with the publication list in Email Studio).

To populate the Publication List without involving the send activity, we need a custom solution utilizing either the Automation Studio or Cloud Pages. In either way, we need to run a script.

Marketing Cloud : Contact Deletion Process

Deletion of contact(s) removes the contact information from the Marketing Cloud completely from All Subscribers, Mobile Connect, Mobile Push, and Contact Builder. Once the deletion request is initiated, those contacts that needs to be deleted enters the Suppression Period before it gets deleted.