Every day we speak to companies using their data to market to their customers. It’s how we have all carried out our day to day prospecting for some time. But with less than 12 months before a fundamental shift in the law takes place, I worry that many companies are still ill-prepared for what is about to happen. Continue reading “GDPR It’s real and it’s not far away…..”
Author: Nick Clark
Britain flexes its cyber-muscles
Cloud providers have highly skilled security teams and economies of scale to invest in the latest security technologies. Cloud providers are also assessed by many different customers, have to comply with a broad range of security regulations, and are motivated to ensure customer security success since this is foundational to the cloud business. In many cases, the security resources that a cloud provider offer exceed those that organisations can afford independently.
PHILIP HAMMOND, the chancellor of the exchequer, is not a man given to making dramatic statements. Known as “Spreadsheet Phil” during his cost-cutting stint as defence secretary, he does dry better than the Sahara. Yet on November 1st, addressing a geeky conference hosted by Microsoft, Mr Hammond declared that not only was Britain developing its offensive cyber-capabilities, but it was doing so “because the ability to detect, trace and retaliate in kind is likely to be the best deterrent”. It was a statement of intent that few Western governments have been prepared to make so explicitly.
Measuring email marketing effectiveness
You might be wondering if email is still effective. The answer is a loud and resounding yes! In fact, email is growing. According to the Salesforce 2016 State of Marketing Report, 49% of marketers say email is directly linked to their business’ primary revenue source — a notable jump from the 20% of marketers who said the same in 2015. But how are successful email marketing ninjas optimising this investment for success?
Simply put, you need to set goals. By having a clear goal and measurable criteria for success it is easier to understand what can be classed as a good result or where there are areas for improvement. Jim Sterne says it best:
“Without clear goals, there’s no need to measure anything; without measuring, there’s no way to know if the work you’re doing is helping to achieve your goals.”
Retain Field History with Field Audit Trail -Generally Available
Is compliance something that is important to you? If so, many people may not realise that standard field history tracking in Salesforce is kept only for 18 months. This is clearly insufficient in most regulated industry scenarios. It is possible to use Apex in this scenario to write changes into a separate object however if you need to audit changes across your system for 7 years then you might need to consider the ‘Field Audit Trail’ add-on.
Use Salesforce Metadata API to define a retention policy for your field history. Then use REST API, SOAP API, and Tooling API to work with your archived data. For information about enabling Field Audit Trail, contact your Salesforce representative.
Field history is copied from the History related list into the FieldHistoryArchive object and then deleted from the History related list. You define one HistoryRetentionPolicy object for your related history lists, such as Account History, to specify Field Audit Trail retention policies for the objects that you want to archive.
Wave for B2B Marketing (Pardot)
I am very excited to see how Salesforce will be expanding the reporting capabilities of Pardot using the new Wave platform. For me this was the only area that I thought Pardot needed to improve. With this in place Pardot will be an easy decision for any organisation wanting to market to companies using the Salesforce platform. We will report more as soon as we have reviewed it more thoroughly so watch this space!
Advance analytics for the data driven marketer is now here! Consolidate your marketing and sales data in one place by providing out of the box dashboards to instantly view and report on key metrics. You can deep dive into your data and create different lenses to analyse how your campaigns are performing and where they can be improved. But it’s not just about the data, now you can take action directly from within the App sharing insights and tasks to improve your teams effectiveness.
5 Top Features for Salesforce Sales Cloud Winter ’17 Release