Learning Objectives /Objectifs de formation After completing this unit, you’ll be able to: /Une fois cette unité terminée, vous pourrez : Explain different types of integration components. /Expliquer les différents types de composants d’intégration. Create an enhanced installed package in your Marketing Cloud account. /Créer un package installé amélioré dans votre compte Marketing Cloud. Obtain credentials for API integration authentication. /Obtenir les informations d’identification pour l’authentification d’intégration API. Did you think we’d let you finish this badge without developing something? Fear not. /Pensiez-vous que nous vous laisserions terminer ce badge sans développer quelque chose? N’ayez crainte. All your hard work learning about…
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Learning Objectives / Objectifs de formation After completing this unit, you’ll be able to: / Une fois cette unité terminée, vous pourrez : Create a Path Optimizer test in Journey Builder. /Créez un test Path Optimizer dans Journey Builder. Describe Path Optimizer activity options. /Décrire les options d’activité de Path Optimizer. Before You Begin /Avant de commencer In this module, we assume you are a Marketing Cloud user with the proper permissions to create journeys in Journey Builder. If you’re not, that’s OK. Read along to learn how you would take the steps in a production org. Don’t try to…
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Learning Objectives / Objectifs de formation After completing this unit, you’ll be able to: / Une fois cette unité terminée, vous pourrez : Describe how to use Path Optimizer in Journey Builder. /Décrire comment utiliser Path Optimizer dans Journey Builder. Consider ways to test and improve your journeys. /Envisagez des moyens de tester et d’améliorer vos voyages. Identify Path Optimizer use cases. /Identifiez les cas d’utilisation de Path Optimizer. Journey Builder Experimentation /Expérimentation de Journey Builder Famous scientist, Marie Curie, became the first woman to win a Nobel Prize for her research on radioactivity. She developed a theory and went…
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Learning Objectives /Objectifs de formation After completing this unit, you’ll be able to: /Une fois cette unité terminée, vous pourrez : Explain the importance of database hygiene. /Expliquez l’importance d’une base de données propre. Improve your data and follow best practices. /Améliorez vos données et suivez les meilleures pratiques. Squeaky Clean Data No matter how prepared you are for an emergency or how fast an email can be sent, it won’t get to the end user if you have bad data about that customer. /Peu importe à quel point vous êtes préparé à une urgence ou à quelle vitesse un…
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Learning Objectives /Objectifs de formation After completing this unit, you’ll be able to: /Une fois cette unité terminée, vous pourrez : Conduct an audit of your account. /Effectuez un audit de votre compte. Identify an action plan for account improvement. /Identifier un plan d’action pour l’amélioration du compte. Picture this: It’s Friday afternoon and you’re about to head out the door, when your boss calls you into an emergency meeting. /Imaginez ceci: c’est vendredi après-midi et vous êtes sur le point de partir lorsque votre patron vous appelle à une réunion d’urgence. Your team needs to send a time-sensitive email…
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Salesforce Omni-channel Omni-Channel is a comprehensive customer service solution that lets your call center route any type of incoming work item including cases, chats, or leads to the most qualified, available agents in your organization. Omni-Channel integrates seamlessly into the Salesforce console. With Omni Channel, we can configure automatic routing to assign cases to agents through Omni-Channel or configure automatic routing to assign leads to sales people. Omni-Channel currently supports routing for the following objects and records. Cases Chats SOS video calls Social posts Orders Leads Custom objects Note: Lightning Omni-Channel Routing (Beta) doesn’t support routing for the following objects and records…
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Have you an organization with a private sharing model and you need to grant users access to accounts based on criteria such as postal code, industry, revenue, or a custom field that is important for your business ? May be you should too generate forecast for these diverse categories of accounts. Territory management can help you to resolve this issue. Because he has a powerful for structuring your user, accounts and theirs associated contacts opportunities and cases. So what is territory management? Territory management is an account sharing system that grants users access to accounts based on the characteristics of…
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Hello everyone! Today we will learn how to create a PDF page in Salesforce! Imagine for a minute that, after choosing Salesforce to better manage your business, your HR Dpt needs to extract a candidate’s information as a PDF. Knowing it is not part of the standard functionality of Salesforce, how will you do? We will proceed in two steps 1) Creation of a Visualforce page 2) Creation of static resource page This is your Applicant detail page Here your PDF page you wish to have! 1) Creation of a Visualforce page <apex:page standardController = ″Applicant__c″ RENDerAs = ″PDF″ >…