Tokenization in Salesforce & Marketing Cloud to Comply with Canadian Data Residency Requirements

Ujjwal Email, Marketing Cloud Tokenization, SFMC Leave a Comment

There are data residency requirements through Government legislation in Canada that mandates businesses to store personally identifiable information (PII) of their customers only in Canada. The requirements are even stricter for certain industries, such as financial services. For Salesforce CRM, the servers are based out of Canada and thus all the information is saved within the country. However, Marketing Cloud …

Distributed Marketing Use Case for Contact Center

Ujjwal Distributed Marketing, SFMC Leave a Comment

Recently, I worked on a project to set up Distributed Marketing feature for a Bank’s contact centre. The feature allowed contact centre agents working for a Bank to send Marketing approved emails to customers from within the service console in Salesforce. The feature was greatly liked by agents and we saw good adoption rates after some training and persuasion. Use …

Creating a package in Marketing Cloud for API Integration

Ujjwal SFMC Leave a Comment

In Marketing Cloud, navigate to setup   Under Platform Tools, expand Apps and click Installed Packages.   Click New. Give the package a name and description so that you can easily identify it as your first test package. Save the package. After the package is saved, you can view the package details. Under Components, click Add Component. In our case, …

Resources for SFMC Email Developers

Ujjwal Email, SFMC Leave a Comment

SFMC Object Finder Chrome Extension This is a very useful chrome extension that can be used to search and locate Data Extensions, Email, Content Area, Email Template, Query Activities, User Initiated Definitions, Data Filter Definitions and Automations. I use this Chrome extension a lot and I recommend all Marketing Cloud professionals to add this extension to their browser. https://chrome.google.com/webstore/detail/sfmc-object-finder/bkicfdfanedgnlddinjiojphnehpjnpd Email …

IP Warming – Why is it Important and Best Practices

Ujjwal Email, SFMC Leave a Comment

IP Warming is referred to as the practice of setting up the credibility and reputation of a new IP address by sending regular but small number of emails over a period of time and gradually increasing the volume. This gives Internet Service Providers (ISPs) the opportunity to evaluate and recognize your sending practices before giving the green light to your …

Populating / Updating a Column in a Data Extension from Another DE in SFMC

Ujjwal SFMC, SQL Leave a Comment

This is a very common use case in Salesforce Marketing Cloud where you have been provided with a list of contacts (email addresses) and you are required to send a targeted message to those contacts that meet a certain condition. This could be status (engaged, unengaged, subscribed, unsubscribed), category affinity (services/products a contact prefers), last service call, last purchase date …