How to group contacts in Salesforce?
There are many ways to group Contacts in Salesforce. The key is to determine the best methods for your organization and then ensure consistent use of those strategies by all your users. And don’t be afraid to apply these principles outside of the Contact object.
Why do I have to set up Salesforce to see contacts?
If you want to quickly and easily be able to see which people in your database are volunteers, clients, or major donors, for instance, you have to set up Salesforce to make it easy to group those Contacts for viewing, segmenting lists for campaigns, and reporting.
How to categorize contacts in Salesforce for nonprofits?
An Introduction to Categorizing Contacts in Salesforce for Nonprofits. 1 1. Custom Fields. Custom fields allow you to tailor your database to your unique business needs. While you can create up to 500 custom fields on an ... 2 2. Contact Record Types. 3 3. Salesforce Campaigns. 4 4. Topics. 5 5. Salesforce Report Bucket Fields. More items
What is a primary designated contact in Salesforce?
Primary Designated Contacts (Primary DCs) can create, view, deactivate, and edit the permissions of other DCs in their organization. Salesforce assigns your first Primary Designated Contact. The Primary DC can set up additional Designated Contacts. Who should be a Designated Contact for my organization?
How to connect data to contacts in Data Designer?
When you open Data Designer in Contact Builder, you see contacts at the center and each spoke that appears represents a relationship between the contact and an attribute group. Create an attribute group to connect data to your contacts by establishing their relationship to a contact’s Contact Key .
How many attributes can a contact have?
A contact can contain two types of attributes.
What is attribute group?
Attribute groups are data sources that are logically grouped together, and they allow you to organize data and configure relationships in Contact Builder. Let’s say you’re a retailer and you need to build a journey that sends an email to people who haven't made a purchase while they were in a journey. Usually, you’d have two different tables of contact data. You’re going to have one table that contains all your customers, and another table that contains all the purchases. An attribute group connects these two tables to each other based on a particular field, such as Purchase History.
How to link groups and populations?
If you must create a link using the email address, create a text attribute containing the email address, and link using that value. Use populations to create distinct subgroups of your contacts, then segment contact records from there. For example, a doctor's office can create separate populations for staff, patients, and vendors.
Can you have two populations in Journey Builder?
You can create two different populations: one population for the drivers, and another for the riders, since separate marketing efforts and data structures are required for each group or population. If you’re using the most up-to-date Journey Builder functionality, you won’t need to use populations most of the time.
Can you use templates in Contact Builder?
You can also use templates containing predefined attribute groups within Contact Builder. These templates include existing data relationships, and you can customize these attributes and relationships as needed.
