One of the most common phrases I hear when speaking with customers is “We just need to sort our data quality”. It’s a commonly repeated refrain, often with little activity beyond that. It seems that people don’t know where to start. Continue reading “Stop Talking about Data Hygiene and Start Taking Action!”
Author: Jack Bailey-Grundy
Marketing GPT – What’s it all about?
So there we have it – the future of AI has arrived at Salesforce. Following the swift rollout of Sales GPT and Service GPT, Salesforce announced Marketing and Commerce GPT at Connections in June. Continue reading “Marketing GPT – What’s it all about?”
Reflections on Connections 2023
Sat back in my office in sunny London as the dust settles after a whirlwind trip to Connections, I’m left to reflect on my time in Chicago. Continue reading “Reflections on Connections 2023”
Empower your users with Pardot Einstein
Empower your Salesforce and Account Engagement users with AI-powered features from Einstein. Account Engagement (Pardot) Advanced and Premium edition customers get insights about the things they care about most. From their sales leads and accounts, through to the campaigns their prospects are engaging with and why. Let’s take a look at these intelligent features! Continue reading “Empower your users with Pardot Einstein”
Getting your Communication Preferences Right
Back at the start of 2020, when we could still get out and visit clients, one of the hottest topics of conversation was email communication preferences. In preparation for 2018’s GDPR Directive, companies scrambled to put in place a strategy to manage an “opt in” process. Often with little thought to longer term consequences. Or to the wealth of engaged data built up over the preceding years.
Continue reading “Getting your Communication Preferences Right”
So you haven’t transitioned to Lightning yet?
A discussion in the office recently led us to consider how many of our clients have taken the plunge and transitioned to Lightning. We don’t have an exact number (we won’t name names!), but we believe we’re well on our way to 60% of clients in Lightning now.
Continue reading “So you haven’t transitioned to Lightning yet?”
Here comes Salesforce Lightning!
Here at Nebula, we’re all about Lightning – we’re using it ourselves and we’re advocating users to take a look and see how it could work for them.
What did you miss at the Salesforce World Tour 2018?
Once again, the Salesforce World Tour rolled into town last week with 12,000 people making the annual pilgrimage to the East End of London.
Continue reading “What did you miss at the Salesforce World Tour 2018?”
GDPR is coming – is your Salesforce data ready?
Last week’s 3rd London’s Calling event brought together 40 speakers across 6 streams to give the lowdown on the latest and greatest tools techniques and trends for Salesforce trailblazers. Obviously one of the hottest topics was of course GDPR.
Continue reading “GDPR is coming – is your Salesforce data ready?”
Salesforce is upgrading Leads in Spring ’18
Spring ’18 looks set to deliver big functionality changes to the way Leads are handled in Salesforce and in the process are fixing a number of issues that have been around for years. Here are 3 new things to looks out for:
Continue reading “Salesforce is upgrading Leads in Spring ’18”
Salesforce Spring ’18 and GDPR
As the deadline for GDPR moves ever closer, we’re now starting to see opt-in’s appearing on web forms, and marketers are working harder than ever to ensure all aspects of data compliance are met.
But how do we ensure we’ve recorded the compliance data within Salesforce correctly?
Although subject to change, Spring ’18 will allow you to set up a new “Individual” record, linked to a Contact or a Lead, that allows you to record and encrypt specific information relating to their data preferences.
For instance, you can track preferences for:
- Collecting, storing, and sharing their personal data
- Packaging their personal data so they can take ownership of it
- Deleting records and personal data related to them
- Solicitation of products and services
- Tracking their geolocation and web activity
Data privacy records, based on the Individual object, let you store certain data privacy preferences for your customers. These records can help you honour and respect your customers’ wishes when they request only specific forms of contact from your company.
MyTopTakeaways from Dreamforce 2017
Mid-November saw 170,000 Salesforce fans descend on San Francisco for the world’s largest tech conference, Dreamforce 2017: All eager to get a first look into the new features being planned for Salesforce over the coming months. Continue reading “MyTopTakeaways from Dreamforce 2017”