4 Tips to Keep Your Salesforce Instance Organized
- Data Security Tips in Salesforce. It’s an unfortunate reality that data breaches are becoming much more commonplace.
- Monitor and Manage Data Quality to Keep Your Salesforce Instance Organized. Maintaining quality data is one of the...
- Streamline Your Processes in Salesforce. Once you’ve secured and cleaned up...
Full Answer
What is aggregate data in Salesforce?
Aggregate a contact’s demographic and behavioral data, and define how that data relates to a contact record. Businesses use the combined data to enrich the customer experience and serve customers better.
Can I use a data model to organize my data?
You can use a data extension to store not only sendable subscriber data—just like with a list—but also relational data, such as purchases, inventory, and rewards program data. How you organize your data influences the tools you use to segment it. When it comes to choosing a data model, in general, we recommend the following.
How do I organize my data in an attribute group?
To most effectively organize your data in an attribute group, link a data extension to the contact record. Then, link all other relevant data extensions to the contact record or, to build complex relationships, link them to other data extensions in the attribute group.
What is content builder in Salesforce Marketing Cloud?
Content Builder is a lot like a library of content for your Marketing Cloud account. Use Content Builder to organize your assets, make creating emails efficient, and give access to the appropriate people. Let's navigate to Content Builder so you can get rolling. You can access Content Builder in a couple ways.
See more
How is Salesforce data organized?
Use tabs, search, or lists to look at your records. Much of your Salesforce data is stored in individual records , and organized within objects. For example, the Account object presents all of your account records. If the Acme company is one of your accounts, you'll have an account record for Acme.
How do I maintain Salesforce org?
Set Up and Maintain Your Salesforce OrganizationTry Out Salesforce. ... Plan Your Salesforce Rollout. ... Get Personalized Guidance While Setting Up and Enhancing Salesforce. ... Set Up Your Company in Salesforce. ... Manage Your Salesforce Account. ... Manage Users. ... Manage Data Access. ... Back Up Metadata to Protect and Restore Your Customizations.More items...
How do you organize a data set?
The following tips should help you develop such a system:Use folders - group files within folders so information on a particular topic is located in one place.Adhere to existing procedures - check for established approaches in your team or department which you can adopt.More items...
Where are records stored in Salesforce?
In the Recent Items section of the Salesforce sidebar, you'll find a list of up to 10 items (records, documents, custom objects, and the like) you've most recently added, edited, or viewed.
How do I keep Salesforce data clean?
6 Easy Ways to Keep Your Salesforce Database CleanerBye-bye Duplicates. ... Revisit Qualified Lead Definition- Often!Remove the @bogus.email Addresses. ... User Training (Wash, Rinse and Repeat.) ... Make Free Form Fields Not so Free Form. ... Implement a DNR (Do Not Resuscitate) Policy.Protect Yourself from Yourself.More items...
How do I clean up Salesforce org?
3 Steps To Clean Out Your Salesforce OrgIdentify the objects which are used most often by the most people to create the most beneficial record layout. ... Create configuration workbooks to find out what's going on in your org. ... Do an object-by-object analysis.
What are the three methods of organizing information?
The three common methods of organizing writing are chronological order, spatial order, and order of importance. You need to keep these methods of organization in mind as you plan how to arrange the information you have gathered in an outline.
What are the three 3 ways of organizing and analyzing data?
3 Ways of Effectively Organizing Data for Better Analysis and...Data Scrubbing. Data scrubbing, data cleansing, or data cleaning, is just what it sounds like. ... Charts and Graphs. ... Organization by Category and Attributes.
What can you use to organize data or information?
To help organize data, we can use charts and graphs to help visualize what's going on, such as bar graphs, frequency charts, picture graphs, and line graphs. Organizing data is an essential skill a researcher must possess. These tools are a good foundation for handling data.
How do I manage data storage in Salesforce?
View your Salesforce org's storage limits and usage from the Storage Usage page in Setup....View Storage UsageFrom Setup, enter Users in the Quick Find box, then select Users.Click the name of any user.Click View next to the Used Data Space or Used File Space fields to view that user's storage usage by record type.
How do you store data about data as in Salesforce?
Storage is divided into two categories. File storage includes files in attachments, Files home, Salesforce CRM Content, Chatter files (including user photos), the Documents tab, the custom File field on Knowledge articles, and Site.com assets. Data storage includes the following: Accounts.
What is the difference between data storage and file storage in Salesforce?
Salesforce storage is divided into 2 categories - file storage and data storage. File storage is allocated space to store files (e.g., attachments, user photos, and documents). Data storage is allocated space used to store records (e.g., Accounts, Opportunities and Cases).
1. Data Security Tips in Salesforce
It’s an unfortunate reality that data breaches are becoming much more commonplace. This is especially troubling because, for most organizations, data is the most valuable commodity.
2. Monitor and Manage Data Quality to Keep Your Salesforce Instance Organized
Maintaining quality data is one of the top concerns for most administrators. The more data you have, the more likely it is that you will encounter duplicates, faulty information, or missing pieces. Data quality issues can come up due to a variety of factors–user error, no preventative automated safeguards, or a lack of data hygiene processes.
3. Streamline Your Processes in Salesforce
Once you’ve secured and cleaned up your data, you can start shaping your org to work exactly how you imagined. A streamlined org means that every user has the tools that they need to do their job and every admin understands how to maintain and support those tools.
What is a list in email?
A list is a collection of subscribers who receive your communications. Lists have attributes, such as name, address, interest and birthday, that contain information about subscribers. One thing to note about lists is that attribute-related information cannot exist alone without a subscriber.
Can you use a data extension to store only sendable subscriber data?
You can use a data extension to store not only sendable subscriber data—just like with a list—but also relational data, such as purchases, inventory, and rewards program data. How you organize your data influences the tools you use to segment it.
Navigate Data Designer
Leung’s first step in helping nudge customers is to open Data Designer in Contact Builder.
Peek Under the Hood
To use Contact Builder effectively, it’s important to understand how Marketing Cloud organizes contact data.
Differentiate Between Attribute Groups, Attribute Sets, and Attributes
You can link contact data that comes from multiple sources by creating a data model in Data Designer.
Organize Contacts into Populations
Populations represent a master set of contacts within a Marketing Cloud account. The contacts in a population share an overarching theme. Populations allow you to “tell” Marketing Cloud that a set of contacts is special. What makes them special? They have different basic contact information and this information is stored in different fields.
Collect the Data
First you need to collect and house the data, otherwise it’s just disorganized information. Fortunately, that is one hurdle most marketers have overcome. In fact, they’re pretty good at it. They collect data through apps, websites, user profile preferences, and CRM systems, to name a few.
Bring It All Together
When marketers unify their data in one place, they can identify the who, what, when, where, why, and how of their customers. It’s all about the customer and understanding them better. When marketers truly know their customers, they can promote the right product to the right customer at the right time and in the right way.
What Are You Going to Do with It?
The data is complete and accurate, and you have it in one place. The question remains. What are you going to do with all that information? How will you put it to work for you and your customers? After all, data isn’t much use if it can’t be put into action. It’s time to tie it all together and use the data to strengthen customer relationships.
A System of Engagement and Insights
Marketers want a system to help them drive real-time personalization across channels (website, mobile, in-store, and so forth) and personalization of offers and content. And data is needed to drive personalization and marketing engagement.
How to drag and drop files into Content Builder?
To do this, click Create, then click Upload or hover over Upload to find files on your computer. The files display in Content Builder.
How to create a folder in Content Builder?
To create a folder, right-click the existing folder and click Create Folder. Give your folder a name, and you're ready to go. Use this same menu to delete, rename, or move folders in Content Builder.
Why do we use tags in folders?
In addition to folders, tags are a great way to keep your content organized and easy to find. For example, use product types as content tags, to quickly locate content that relates to a specific product. You can create as many tags as you need, but it doesn't hurt to align them with your content strategy.
How to run an efficient library?
To run an efficient library, you organize books by category, label each book by title or code, and stock them on shelves in alphabetical order. Content Builder gives you lots of options for classifying and finding your content, increasing your company's efficiency with Marketing Cloud.
Learning Objectives
Let’s Get Organized
- Organizing and managing your data is key to segmenting effectively. Marketing Cloud organizes data in two ways: lists and data extensions. 1. A list is a collection of subscribers who receive your communications. Lists have attributes, such as name, address, interest and birthday, that contain information about subscribers. One thing to note about lists is that attribute-related infor…
Creating An Import Activity
- What if you have data flowing in from elsewhere? No problem! You can set up a simple import activity in Automation Studio to bring data from outside of Marketing Cloud—for example, CRM or point-of-sale data—into your lists or data extensions. Paulo is the marketing specialist at Northern Trail Outfitters. He’s been sending his weekly promotional email for several weeks, and he’s see…
Scrub Your Data
- A final note on organization. Make sure your data is clean, clear, and easy to find. To do this, frequently remove data that is incorrect, incomplete, improperly formatted, or duplicated. Implement naming conventions for lists, data extensions, folders, and content to provide structure and consistency across your account or business unit. For examp...
Resources
- External Link: Getting Started with Email Studio
- Salesforce Help: Import File Activity
- Salesforce Help: Enhanced FTP Guide
- Salesforce Help: Lists vs. Data Extensions