#sfdcfanboy blog

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Restrict Exporting Data From Salesforce Marketing Cloud

Salesforce Marketing Cloud (SFMC) is a powerful platform for managing campaigns, and it involves accessing sensitive customer data and a lot of transaction data. Securing this data from unauthorized exports is critical for compliance, privacy, and risk mitigation. Uncontrolled data extraction can lead to data breaches, GDPR/CCPA violations, and insider threats. In this post, we’ll explore…

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Send and Receive SMS within Salesforce

SMS is a great way for companies to connect to their customers or leads and should be included in all communication strategies be it Sales, Service or Marketing. SMS has a 100% chance of reaching the customers compared to an email which often has to go through a lot of spam filters before reaching the customers.

Salesforce’s sales cloud or service cloud doesn’t have an inbuilt feature of SMS to connect with their contacts and this is where third-party tools or apps come into the picture for you to be able to use SMS as a communication medium in Salesforce. One such brilliant app that I have come across is ValueText SMS app available on the Salesforce AppExchange.

https://valuetext.io/?utm_source=sfdcfanboy&utm_campaign=blog&utm_term=manish

ValueText App — https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EFoedUAD

ValueText app provides a drastic advantage in lead closing by using SMS follow-ups, aids in improving communication with the customers, and helps in getting better attention from their Leads and Customers.

ValueText provides the ability to send SMS using workflows, single SMS, bulk SMS, scheduled follow-up SMS, SMS campaigns and even create a case from incoming SMS. All of this can be done just through point-and-click!

Few important features of the App amongst the many:

SMS Campaign with full statistics

SMS from Reports

SMS Inbox actions like Lead, Contact or Case creation

Follow up messages for the Sales team

Bulk messaging

SMS from workflows

Follow-Up Feature

Let us look at one of the features — SMS follow-ups!

Follow up feature helps in spending less time on lead follow-ups. These can be defined on certain data criteria with wait periods and set to be executed automatically at a specific time of the day. This saves a lot of time for the companies. To have such flexibility in defining the follow-ups is a killer feature.

Installation

The app is available on AppExchange and can be installed using the link — ValueText SMS. You can install and set up everything in 4 easy steps. Refer to this document for the same — Install & Configure ValueText

I recommend you to use the ValueText for your business or your company because I see a few unique features of the app.

Pricing & Discount

ValueText comes in 3 packages based on the company type. Choose the package that fits your needs — pricing plans. There is a free trial version as well and is being offered free for two months!

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Salesforce Marketing Cloud Solutions for Any Size Business

Whether running a small business or managing a larger enterprise, the Salesforce Marketing Cloud has something in store for you. The powerful platform was designed to help businesses of all sizes easily connect with their customers through personalized marketing interactions at scale. Offering tools for social media, email, advertising, and customer engagement, the Marketing Cloud allows you to…

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Build Marketing Proposals With Salesforce Marketing Cloud

Crafting compelling marketing proposals that capture your audiences is crucial for your business’s success. Salesforce Marketing Cloud is the game-changing platform that can make all the difference for your marketing team to build, execute, and optimize campaigns with precision. Offering data-driven insights, personalized customer journeys, and dynamic content delivery all using one interface.…

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Make the Most of Marketing Cloud with these Pro Tips

Make the Most of Marketing Cloud with these Pro Tips

Do you think you are not able to get the best from Salesforce Marketing Cloud? Are you looking for some ways to change your game of marketing? Ever considered getting some pro tips on Salesforce Marketing cloud!? Well, let us discuss them right from the expert’s mouth! Marketers can use Salesforce Marketing Cloud to orchestrate exceedingly sophisticated marketing communications on a large…

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How to Connect Salesforce to LinkedIn

How to Connect Salesforce to LinkedIn

People want to connect Salesforce to LinkedIn for all sorts of reasons. Some of the business needs: When viewing a Salesforce Lead or Contact in Salesforce, people like to see live LinkedIn dataWhen looking at a LinkedIn Profile, people like to see if that person is already in SalesforceCreating a Lead or Contact from a LinkedIn ProfileSearching for additional Contacts in LinkedIn while on the…

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A Tip A Day #39 - Easily Find Newly Created Fields in Salesforce

A Tip A Day #39 – Easily Find Newly Created Fields in Salesforce

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #39 – Easily Find Newly Created Fields Open your Developer Console, click on the Query Editor tab, click the “Use Tooling API” checkbox, then query away! SELECT DeveloperName, TableEnumOrId FROM CustomField WHERE CreatedDate = TODAY And the result is here. DeveloperName is the field name. TableEnumOrId is…

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Click vs Code

  Salesforce started out as a declarative platform during its inception and continues to provide a rich set of declarative features.  Salesforce refers to these features as “Point-and-click” which helps build the system without custom coding.

And we, salesforce developers, like any other developers love to code! After all, with custom coding, we are in full-control of what we are doing; we can…

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A Tip A Day #30 - SalesforceDX Demo

A Tip A Day #30 – SalesforceDX Demo

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #30 – SalesforceDX Demo Read all other tips of the blog series here – A Tip A Day, daily dosage of learning! You are following this blog

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sfdcFanBoy Ranked in Top 10 Developer Blogs

sfdcFanBoy Ranked in Top 10 Developer Blogs

[3 questions Survey at the end of the post to hear from you]

I was pretty thrilled when someone from the community messaged me that my blog was featured in Salesforce Ben’s Top 10 Most Popular Salesforce Developer Blogs post.

It’s a great honor to be recognized along with some other great bloggers out there in the Salesforce community.

 “Two winning characteristics of any blog are quality and…

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A Tip A Day #38 - PageBlockTable Wrap Text

A Tip A Day #38 – PageBlockTable Wrap Text

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #38 – Wrap Text in PageBlockTable Columns

I have a pageBlockTable on Products.  The table displays Product Name and its Description.  The description field is long text area and generally, the descriptions length is long.  In fact, so long that the description text makes the table stretch ridiculously wide.

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A Tip A Day #36 - Display Image from Rich Text Field in VF Page

A Tip A Day #36 – Display Image from Rich Text Field in VF Page

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #36 – Display Image from Rich Text Field in Visualforce Page

I have a field of type Text Area (Rich)  called Product in a Contact object.  And I upload a picture to the field for one of the contacts.

Solutions

Let’s look at what options do we have to display this field in a Visualforce page.

Option 1

If you…

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A Tip A Day #31 - Lightning Data Service

A Tip A Day #31 – Lightning Data Service

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #31 – Lightning Data Service Read all other tips of the blog series here – A Tip A Day, daily dosage of learning! You are following this blog

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A Tip A Day #29 - All about SalesforceDX

A Tip A Day #29 – All about SalesforceDX

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #29 – SalesforceDX and Migration to SalesforceDX Read all other tips of the blog series here – A Tip A Day, daily dosage of learning! You are following this blog

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A Tip A Day #28 - Salesforce Einstein Features

A Tip A Day #28 – Salesforce Einstein Features

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #28 – Salesforce Einstein Features Read all other tips of the blog series here – A Tip A Day, daily dosage of learning! You are following this blog

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A Tip A Day #27 - Chatter for Knowledge Management & Collaboration

A Tip A Day #27 – Chatter for Knowledge Management & Collaboration

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #27 – Chatter for Knowledge Management & Collaboration Read all other tips of the blog series here – A Tip A Day, daily dosage of learning! You are following this blog

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