Blog Masonry

  • Lightning Message Service

    In this blog post, we would be creating Visualforce, Aura Component and Lightning Message Service and exchanging messages between all of them using Lightning Message Service.

    Introduction to Lightning Message Service

    • Introduced in the Winter ’20 release by Salesforce, Lightning Message Service is the out-of-the-box functionality that empowers you to communicate between Visualforce and Lightning Components, including Aura web components (AWC) and Lightning web components (LWC).
    • For an organization hesitant to migrate to Lightning Experience and its newer technologies, Aura Components and Lightning Web Components.
    • LMS may make the migration palatable. With LMS’s ability to communicate between Visualforce pages and lighting components, you can take a more disciplined approach to upgrading.
    • Instead of scraping existing Visualforce pages and creating new Lightning components, you can update existing Visualforce pages to interact with new Lightning components to provide new functionality.

    What is a Lightning Message Service?

    • LMS is defined as the standard publish-subscribe library that enables communication quickly and seamlessly with DOM across the Salesforce UI tech stack, including Visualforce Pages, Aura components, and Lightning Web Components (LWC) using simple API.
    • With this unique feature of Salesforce, you can publish messages and subscribe to them anywhere within the lightning page.
    • Lightning Message Service feature is similar to Aura application events that enable seamless communication between components.
    • Lightning Message Service is based on Lightning Message Channels, a new metadata type. 
    • Lightning Message Channel is used to access the Lightning Message Service API and Lightning Message Channel in LWC via scoped module @salesforce/messageChannel. When it comes to Visualforce, you can use the global variable $MessageChannel.
    • In Aura, you can use lightning:messageChannel in your component.

    Uses Of Lightning Message Service :

    • To enable communication between Visualforce page, Lightning web components, and Aura components, 
    • To access Lightning Message Service API for publishing messages throughout Lightning Experience.
    • It helps in subscribing to messages that originated from anywhere within Lightning Experience via Lightning Message Channel. 
    • A specific namespace is associated with Lightning Message Channel. Developers can choose whether they want their message channel to be available to other namespaces or not, ensuring the security of communication on Lightning Message Service.

    Lightning Message Channel :

    • It’s basically the name of Schema which will hold the actual message.
    • create file LMSDemoWin.messageChannel-meta.xml in folder messageChannels.

    <?xml version=”1.0″ encoding=”UTF-8″?>
    <LightningMessageChannel xmlns=””>
       <masterLabel>LMS Demo</masterLabel>
       <description>Winter 20 – LMS Demo.</description> 

    Deploy Lightning Message Channel :

    • Run below SFDX command to deploy this message channel on your Salesforce Org.
    • Run push command to deploy message channel on Orgs.
    • Once, Lightning Message Channel is created, let’s start by creating components and first we will create below Visualforce Page.

        <!– Begin Default Content REMOVE THIS –>
        <h1>Lightning Message Services – Demo – Winter 20</h1>
            <p>Message To Send</p>
            <input type=”text” id=”vfMessage” />
            <button onclick=”publishMessage()”>Publish</button> 
            <button onclick=”subscribeMC()”>Subscribe</button> 
            <button onclick=”unsubscribeMC()”>Unsubscribe</button> 
            <p>Messages Received:</p>
            <textarea id=”txtMessages” rows=”2″ style=” width:100%;” />
            // Load the MessageChannel token in a variable
            var lmsDemoChannel = “{!$MessageChannel.LMSDemoWin__c}”;
            var subscriptionToMC;
           function publishMessage() {
                const payload = {
                    source: “Visualforce”,
                    messageBody: document.getElementById(‘vfMessage’).value
      , payload);
            function subscribeMC() {
                if (!subscriptionToMC) {
                    subscriptionToMC =, onMCPublished);
            function unsubscribeMC() {
                if (subscriptionToMC) {
                    subscriptionToMC = null;
            function onMCPublished(message) {
                var textArea = document.querySelector(“#txtMessages”);
                textArea.innerHTML = message ? ‘Message: ‘ + message.messageBody + ‘ From: ‘ + message.source : ‘no message payload’;
    • Next component we would build would be the Aura Component.

    <aura:component description=”testMessageAura” implements=”flexipage:availableForAllPageTypes” access=”global”>
        <aura:attribute type=”String” name=”myMessage”/>
        <aura:attribute type=”String” name=”receivedMessage”/>
        <lightning:messageChannel type=”LMSDemoWin__c” aura:id=”lmsDemohannel” onMessage=”{!c.handleReceiveMessage}”/>
        <lightning:card title=”Aura Component” iconName=”custom:custom18″>
            <div class=”slds-m-around_medium”>
                <lightning:input type=”text” value=”{!v.myMessage}” label=”Message To Send”/>
                <lightning:button label=”Publish” onclick=”{! c.handleClick}”/>
                <p>Latest Received Message</p>
                <lightning:formattedText value=”{!v.receivedMessage}”/>

    • Controller of Aura Component

        handleClick: function(component, event, helper) {
            let myMessage = component.get(“v.myMessage”);
            const payload = {
                source: “Aura Component”,
                messageBody: myMessage
        handleReceiveMessage: function (component, event, helper) {
            if (event != null) {
                const message = event.getParam(‘messageBody’);
                const source = event.getParam(‘source’);
                component.set(“v.receivedMessage”, ‘Message: ‘ + message + ‘. Sent From: ‘ + source);

    • Aura Component by default handles those operations once we declare them.
    • Last component we would be creating is the Lightning Web Component.

        <lightning-card title=”LWC” icon-name=”custom:custom18″>
            <div class=”slds-m-around_medium”>
                <lightning-input label=”Message To Send” type=”text” value={_msg} onchange={handleChange}></lightning-input>
                <lightning-button label=”Publish” onclick={handleClick}></lightning-button>
                <lightning-button label=”Subscribe” onclick={handleSubscribe}></lightning-button>
                <lightning-button label=”Unsubscribe” onclick={handleUnsubscribe}></lightning-button>
                <p> Message Received</p>
                <lightning-formatted-text value={receivedMessage}></lightning-formatted-text>
    • Javascript of LWC

    import { LightningElement, track} from ‘lwc’;
    import { publish,createMessageContext,releaseMessageContext, subscribe, unsubscribe } from ‘lightning/messageService’;
    import lmsDemoMC from “@salesforce/messageChannel/LMSDemoWin__c”;
    export default class LMS_MessageSenderReceiverLWC extends LightningElement {
        @track _msg = ”;
        @track receivedMessage = ”;
        context = createMessageContext();
        constructor() {
        handleSubscribe() {
            const parentPage = this;
   = subscribe(this.context, lmsDemoMC, function (event){
                if (event != null) {
                    const message = event.messageBody;
                    const source = event.source;
                    parentPage.receivedMessage = ‘Message: ‘ + message + ‘. Sent From: ‘ + source;
        handleUnsubscribe() {
        handleChange(event) { 
            this._msg =;
        handleClick() {  
            const payload = {
                source: “Lightnign Web Component”,
                messageBody: this._msg
            publish(this.context, lmsDemoMC, payload);
        disconnectedCallback() {

    • Once we embed all three components (Visualforce, Aura and Lightning Web Components), we would be able to see Lightning Message Service in action as shown in below image.

    Advantage of Lightning Message Service :

    • One of the significant benefits is increased development time. For instance, if a Visualforce Page or Lightning component tries to reference a message channel that is non-available and that message channel is not exposed, then the code would not compile. 
    • This messaging service offers referential integrity between the code that references them and the message channel.
    • It restricts the deletion of message channels, which are referenced by other codes. Further, Lightning Message Service supports auto-adding message channels to packages.
    • As the metadata type is packageable, you can associate a message channel to a particular namespace and make it available/unavailable to other namespaces.
  • Email Studio In SFMC

    In the world of digital marketing, email remains a highly effective channel for engaging with customers and driving conversions. Salesforce Marketing Cloud’s Email Studio offers marketers a robust suite of tools to create, automate, and personalize email campaigns. In this blog post, we’ll delve into the features and benefits of Email Studio and explore how it can empower businesses to deliver targeted and impactful email marketing campaigns.

    Email Studio is a component of Salesforce Marketing Cloud, a comprehensive marketing automation platform. It is a powerful tool specifically designed for creating, managing, and executing email marketing campaigns. With Email Studio, marketers can create visually appealing emails, personalize content based on customer data, automate email journeys, track deliverability, and analyze email performance. It integrates seamlessly with other Marketing Cloud tools and Salesforce CRM, allowing marketers to leverage customer data for targeted and effective email marketing strategies.

    In Email studio there are Seven headers which have unique functionality, the following are named as:

    Dashboard Of Email Studio


    Overview :
    The overview contains a dashboard showing recent emails, campaigns, send (past and pending).

    Content :
    In content we can create personalized content as per our requirement, we can send emails to the subscribers. Also create reusable content blocks including text, HTML, images, buttons, dynamic content, and A/B testing to ensure that relevant messaging reaches the right subscriber every time.

    Subscribers :
    In Email Studio, subscribers refer to individuals who have opted in to receive email communications from your organization. They are the recipients of your email campaigns and form the foundation of your subscriber list.

    The Subscribers feature in Email Studio allows you to manage and organize your subscriber data. It provides tools for creating and maintaining subscriber lists, segmenting your audience, and tracking subscriber preferences and engagement.

    To store your subscribers create list or data extensions . Store your subscriber information in lists or data extensions, and store your SMS subscriber information in data extensions only. To identify your subscribers in Marketing Cloud, Use the subscriber key to uniquely.

    A/B Testing :
    A/B Testing, also known as split testing, is a feature in Email Studio that allows you to compare the performance of two or more variations of an email campaign to determine which one generates better results. It helps you optimize your email marketing efforts by identifying the most effective elements, such as subject lines, content, layouts, or calls to action.

    Interactions :
    The communications and data activities that establish and support your engagement with clients are included in Email Studio Interactions.
    Activities: An activity is a distinct unit of work in the application.

    Messages: A message is a communication sent to an individual subscriber or a collection of individuals, such as a list, group, or data extension. Email and SMS messaging channels are supported by the Marketing Cloud.

    Tracking :
    Tracking in Email Studio refers to the ability to monitor and analyze the performance and engagement of your email campaigns. It allows you to gather data on how recipients interact with your emails, providing valuable insights that can inform your email marketing strategies and optimization efforts.
    You may observe important components online, such email opens, clicks, undeliverable messages, and other metrics, thanks to tracking, which is an aggregated collection of data.

    Admin :
    The admin part is crucial to the marketing cloud because it allows us to construct send categories and manage reply mail from the admin part. It also allows us to regulate user access to marketing cloud studios visibility, among other things. As shown in the figure below, it demonstrates what may be done from the Email studio’s admin section.

  • Advertising Studio In SFMC

    Introduction to the Advertising Marketing Studio Cloud :

    Salesforce’s product line includes Salesforce Advertising Studio, which helps businesses digitise marketing on a wider scale and achieve more exact audience targeting.

    You can design a distinctive customer experience in terms of the adverts that are shown to customers thanks to the advertising cloud. To contact them, it makes use of each customer’s CRM data. There is no single suite in which the data can be used. Data from the Marketing Cloud, Sales Cloud, and Service Cloud can be imported.

    How does advertising studio work?

    To target current customers and audiences that look like them on social media, it uses data collected from interactions on mobile devices, email marketing, and site conversion

    Key features of Advertising Studio

    1. Journey Builder Advertising :
      With the help of the journey builder tool of the marketing cloud, you can visualise the sequence of actions that a consumer would take to reach the intended endpoint. It adopts the concept of a goal for each journey and is thus more data-driven.
      Example: End goal – Customer to sign up for an event.
      The buyer must go through a number of processes in order to obtain the required ticket or meeting connection. You can configure each phase of this plan using journey builder. Additionally, it enables you to meet the needs of clients who could pause mid-task, such as the sign-up and depart. With journey builder, you can send an email or a mobile notice with the necessary instructions to bring them back on track. Imagine the individualised, intimate experience this offers.
    2.  Advertising audience :
      With the help of this function, you can categorise your audience according to a certain demographic, adjust your adverts to their needs, and create look-alike leads based on these demographics.
      You must register for an Ad account on Facebook or Twitter, depending on your preference.
    3. Lead capturing :
      On the Sales Cloud and Marketing Cloud, lead collection can be done with slightly different setups. Administrator rights are a typical configuration for these setups. You can extract leads from your social media accounts and establish a lead capture in Advertising Studio if you have admin rights and access to your social media accounts.

    Importance of Advertising Studio Marketing Cloud

    • Email marketing efforts benefit from it.
    • With the trip builder tool, the buyer’s experience is improved.
    • Based on the characteristics of their top buyers, it enables customers to collect leads from social media. As the cycle continues, revenue grows.
    • It acts as the centre of the Marketing Cloud’s marketing operations.

    How can you set up your Advertising Studio account and start taking advantage of its features?

    Steps to set up Salesforce Advertising Studio Marketing Cloud

    Salesforce Advertising studio setup starts with the account configuration for the users and their level of access.

    Step 1: Account configuration

    The first step in account configuration is defining the advertising studio’s users. You then specify each user’s level of access and record these modifications in the Marketing Cloud


    Three users—Admin, Advertising Manager, and Designer—are chosen. For security purposes, these users will have varying degrees of access to the Advertising Studio platform. After clearly outlining the actions that these users are capable of performing, you document it (ideally in tabular form for accessibility).

    Note the steps:

    • Define the users.
    • Define the level of access for each user.
    • Documentation.

    Step 2: Navigation & granting access

    • Navigate to Setup and Administration on the dashboard.
    • Admin, Advertising Manager, and Designer should be created as users.
    • Change these users’ roles and permissions in accordance with your documentation.

    Enabling the API user setting for the users is another option

    With these all set, you should have:

    • Journey builder.
    • Advertising audience.
    • Lead capture.

    Now, you can build audiences based on your social media connections and import the data into Advertising Studio.

    Step 3: Monitoring the flow of data

    Users can create an Ad account for the social media sites after the setup is complete and connect them. Now that your viewers can be monitored, grouped, and approached in accordance with their demographics, you may rinse and repeat.

    Additionally, data from the Sales cloud can be merged with that from the Marketing cloud.

    Benefits of Salesforce Advertising Studio :

    The benefits of Salesforce Advertising studio includes

    • Activation of inactive clients.
    • Automated lead generation: Post leads from social media to Salesforce.
    • Finding additional leads and new customers: Assists in locating new clients who share the same traits as your high-value clients.
    • Data protection: Customer information never leaves the secure Salesforce platform’s encryption.
    • across all Salesforce platforms, access data.

    Conclusion :

    Salesforce Advertising Studio can significantly lower the amount of money spent on awareness-building and advertising. Targeting clients that share your interests based on demographics is an excellent example. Any organisation may make data-driven decisions while staying within its budget by using this cycle.

  • How to Use Account Engagement Automation Rules

    What is Automation Rule?

    Automation rules allow you to perform certain marketing and sales actions based on criteria that the client or business unit specifies. Automation rules continuously look for prospects who match the rule criteria. They are retroactive.

    The Automation Rules can be considered for multiple scenarios like:-

    • To assign prospects when they are sales-ready.
    • Send prospects to pertinent Salesforce campaigns.
    • Assign grading profiles and other tasks.

    And there are countless inventive ways to use Account Engagement automation rules to boost marketing initiatives.

    Some Creative Ways to Use Account Engagement Automation Rules:

    1. Take action if a prospect carries out a certain sequence of actions.:-

    Although completion actions are a good method to automate depending on an action a prospect really takes, what about automating when a prospect fills out a form but doesn’t ask for any information or follow-up? or, as is common for non-profits, views the contribution page but doesn’t actually give anything? This is an excellent chance to locate those prospects using an automated rule and direct them to an engagement studio program where you can guide them into the following stage of their journey.

    2. Only the registered people who have been invited may sign up for an event:-

    To make sure that only invited prospects may sign up for an event, we deploy automation rules. In this situation, if a person fills out the registration landing page but is not on our invitee list, they are added to an uninvited list, which prompts our events coordinator to get in touch with them. The automation rule also deletes these prospects from the registration list because the landing page completion action introduced them to it in the first place.

    3. Use tags to customize prospect activity digests:-

    We can tag a prospect using automation rules, and then we can utilize those tags to exclude prospects from different prospect activities, so the team can only see activity in their own region.

    To build on this excellent suggestion, you may personalize prospect activity digests for each of your Account Engagement users even if you do not use them. Simply click Edit Preferences from the user menu for one of your Account Engagement users.

    Select the Send daily prospect activity emails (for my prospects) checkbox and then exclude prospects based on the tag, as shown in the below image:

    4. Review prospects that are active and “CRM Deleted”:-

    Typically, a lead was deleted in Salesforce and transferred to the Account Engagement recycle bin in such a situation. The prospect can be recovered by filling out a form, however, the previous delete action prevents the prospect from being created again in Salesforce. When a tag, such as “allow CRM recreate,” is added to a record, this action is typically combined with a second automation rule that uses the “allow deleted lead or contact to re-create in salesforce” action.

    The “allow deleted lead or contact to re-create in salesforce” action can be used within a single automation rule, but it will automatically generate a new lead. And occasionally the lead was eliminated since it was a chronic form spammer that you didn’t want returning to your organization time again. Therefore, the two-part action with a manual check is more watchful.

    5. Prospect score can be degraded due to inactivity:-

    Repetition of automation rules is a wonderful way to gradually degrade prospects’ scores who have been inactive for a while. As a result, your prospects won’t appear to be “sales-ready” when they’re actually not participating in your marketing and sales efforts.

    You can also select the Repat Rule checkbox which allows prospects to be matched multiple times and in specific time period the automation will keep running.

  • Overview of Account Engagement Form Handler

    What is Account Engagement Form Handler?

    Form handlers are an alternative to hosted forms that you create in Account Engagement. You can use a form handler to integrate the third-party or custom forms and track submitted data.

    Form handlers allow you to manage forms yourself and post the data and activities to Account Engagement. You may want to consider using a server-side post instead of migrating before the Account Engagement era forms to Account Engagement. A server-side post occurs after the data has been captured by your existing form and forwards the captured data onwards to an Account Engagement Form Handler. With this mechanism, you can use your existing business processes intact without the need to migrate pre Account Engagement era forms into Account Engagement.

    To do set up, you have to create a Form Handler in Account Engagement to receive the fields that will be passed through your web form. Once the data is successfully forwarded to Account Engagement Form Handler, the prospects are tracked by Account Engagement in a similar way as the information has been submitted directly through Account Engagement Hosted Form.

    Whether you use Form or Form Handlers, Prospects will be tracked by Account Engagement unless and until Prospects delete their browser cookie or enable the No Tracking feature in the browsers feature.

    How to use Form Handler:-

    You can simply use any third-party form or create the new web-to-lead form in Salesforce to use it as a third-party form

    Use Case Scenario to Use Form Handler:-

    Suppose a business unit using the form to generate leads for their business and also they do not want to switch their existing web-to-lead forms to Forms hosted by Account Engagement even though Account Engagement Forms offer multiple features in comparison to a third-party form.

    In such cases, we can suggest the use of an Account Engagement Form Handler. Also, the business unit wants to pass the prospect data to both Account Engagement and Salesforce, once a prospect submits the third-party web-to-lead form. And we will implement Form Handler by mapping their web-to-lead form.

    Steps to implement the Form Handler:-

    >Click on Marketing | Form | Form Handlers

    >Then click on the + Add Form Handler button, as shown in the following screenshot:

    >Enter the Name of the new Form Handler, and Fill up all the information if needed.

    >Select a Folder wherever you want to save the form.

    >Select the appropriate Campaign for your Form.

    >Enable Kiosk/Data Entry Mode (Do not cookie browser as submitted prospect) if needed.

    >Select Enable data forwarding to the success location check box, because we want to pass the same data to Salesforce. Once Account Engagement receives the post, the exact same data will be transferred to the location specified as the Success Location.

    >The next step is to add a Success Location URL, to specify where you want to pass the data when a third-party form successfully submits data to Account Engagement; or, where you want to redirect the prospect information when data is successfully passed to Account Engagement by web-to-lead form. As we also want to pass the data to Salesforce, we have to identify Web-to-lead Post URL, as shown in the following screenshot:

    >Use the URL mentioned in the above screenshot in the Success Location.

    >Now you can add Error Location, to specify what is displayed once a third-party form fails to pass the data to Account Engagement.

    >In the next step define Completion Action, it allows you to take action as soon as the prospect data is successfully passed to Account Engagement. Completion Action will work overtime when a form is submitted by the prospect.

    >In this step add fields to Form Handler and map it with web-to-lead form fields. Before going ahead, make sure the field names added in the form handler as an External Field Name should be the same as the field name in third party form for mapping purposes.

    >While adding the fields in the form handler one open a pop-up window will be shown, where you have to select Prospect Field from the dropdown. Once a prospect field is selected, the rest of the field Data Format will be auto-populated based on the information in the Prospect Field.

    >Again for External Field Name make sure to enter the correct field name from the web-to-lead email field, as shown in the following screenshot:

    >If you want you can add custom error message text under the Advanced tab. Once you are done with all the changes, Save the all work.

    >The final step is to click on the Create form handler button. Your form handler is now live and hosted, as shown in the following screenshot:

    >Now open your web-to-lead HTML form and add this URL to the form’s post URL and save the file with the “filename.html” extension.

    Now you can do the testing of the form handler by accessing the HTML file and submitting the form by filling it up and then checking in account engagement and salesforce whether you got the data there.

  • Mobile Studio In SFMC

    Everyone takes a phone gadget with them in this generation. Therefore, it must be simple to distribute business information via it. In order to send trustworthy, transactional, offer, and survey-like communications to their company clients via mobile Device, Mobile Studio is primarily utilised for this purpose.

    In order to provide these services in the sector of mobile devices, Salesforce Marketing Cloud offers a potent tool called Mobile Studio.

    Mobile Studio, which comprises of the three modules MobilePush, GroupConnect, and MobileConnect, is a fundamental tool for every omnichannel campaign and enables us to communicate with our customers via SMS, push notifications, and instant messaging.

    Mobile Connect : SMS

    Mobile Connect Account Administration :

    By looking up MobileConnect in the Setup app, administrators may access the transmit blackout window, as well as name, headers and footers, subscription details, keywords, short and long codes, and other account-level options.

    • Send Blackout: An admin can set the period of time during which the message shall not be sent from this window. Let’s say you want to prevent sending messages from 8 p.m. to 8 a.m., in which case you must configure and activate transmit Blackout.
    • From Name: You have the option of changing it to your company name, but you must first speak with your account executive about this. If not, it won’t function normally for an incoming message and they won’t be able to respond.
    • Headers and Footers: Using the marketing cloud mobile studio, you can specify the standard header and footer for the message you wish to send. Therefore, you can make the header and footer common to all messages.
    • Subscription details: Show how long the Mobile Studio subscription has been used for.
    • Keywords: Given that a single SFMC may have multiple short codes, these are the keywords associated with a certain short code.
    • Short Code and Long Code: It lists the short and long codes that have been assigned to a specific SFMC account.

    Mobile Connect Overview :

    Deal with practically all of the activity in MobileStudio on the Overview page in MobileConnect.

    It displays message statistics, such as the total number of outbound and inbound messages sent and received for the previous month, week, and day.

    The very next window contains information on the most popular Keywords for which there have been a lot of short- and long-code answers.

    All of the opt-in for a certain SFMC organisation are displayed in the Contacts window, along with the most recent percentage change for the growth of opt-in over the previous 30 days. Additionally, you can manually add and manage contacts or import files.

    The last window at the bottom shows all the messages that have been created, including outbound messages, text responses, active and inactive messages, etc.

    You can create a message in MobileConnect. It offers various types of message templates.

    • Outbound: advertising initiatives with a predetermined audience in mind. These messages can be set up as automatic sendings, linked into a real-time automation in Automation Studio, or included in a campaign developed in Journey Builder.
    • Text Response: Allow the user to answer by text using predetermined keywords. With our customers, a feedback channel is now open.
    • Surveys: provide us the chance to learn what our clients think about their choices.
    • Mobile opt-in: You can ask your customers to participate in a campaign using mobile opt-in.
    • Info capture: Using these texts, we can ask our consumers for specific information, such a membership number or a promo code.
    • Email opt-in: Similar to mobile opt-in, email opt-in allows us to automatically send invitations to the invited parties.

    Mobile Connect and Journey Builder :
    One of Journey Builder’s strengths is the integration of MobileConnect, which opens up a wide range of possibilities, including more intricate trips that integrate emailing and SMS.

    Many of the standard email functions, such customisation through input attributes or click tracking, are now available in SMS. This means that we may integrate SMS into our campaigns and employ intriguing methods like SMS reengagement in the event that our email is not opened by potential clients.

    MobilePush: Push notifications :

    With the help of this module, applications created for iOS or Android can produce Push Notifications. The notifications can be tailored, and the target market can be divided. These messages can be incorporated, just with MobileConnect, into campaigns started with Automation Studio and Journey Builder.

    In particular, Mobile Push offers the option of employing Geo-fencing to launch automated messages based on location.

    GroupConnect :

    Through messaging programmes, messages are sent using GroupConnect. Right now, Facebook Messenger and LINE both allow for this. You may also check messaging actions and manage contact subscriptions.

    In conclusion, Mobile Studio is a clear industry leader due to its automation and customization capabilities as well as its connectivity with other SFMC products like Journey builder and Automation Studio.

  • Getting Started with Automation Studio and Journey Builder

    What is Automation Studio in Marketing Cloud?

    Automation Studio in Salesforce Marketing Cloud is a powerful tool. An application used to execute marketing and data management activities. Also, it works on an immediate, triggered, or scheduled basis and makes sending emails, queries, imports, and more happen automatically exactly when you expect and need them.

    Also used to perform different purposes such as:-

    • Filtering data
    • Importing data from Secure STP locations
    • Segmenting data
    • Preparing data for Journey Builder
    • Data management activities
    • Scheduling the activities for an immediate or future time period


    In Automation Studio there are two primary tabs – the overview, and the activities.

    • Overview tab: where you will actually see all the automation that you have configured, what’s the progress, which are the ones that have been run last, and if there are any errors.
    • Activities tab: define activities here that you can reuse in multiple automation workflows.

    There are different Automation Studio Modules:-

    • Scheduled Automation – This is a recurring automation that can be configured within Automation Studio. This can be set with a specified frequency of hourly, daily, weekly, monthly, and yearly sends. Scheduled Automation can also be used to run the automation with manual runs.
    • Triggered Automation – This automation is triggered in nature, i.e., it gets initiated as soon as a file with a specified pattern name or with a specific file pattern is dropped on the Enhanced FTP folder. This is different from scheduled automation as it allows you the flexibility to initiate the automation on a non-regular basis, i.e., when there is a file drop from an external system.

    There are multiple types of Activities within Automation Studio. Here are some:

    • Send Email
    • SQL Query
    • Script
    • Send SMS
    • Data Extract
    • File Transfer
    • Import File
    • Filter
    • Wait
    • Verification

    What is Journey Builder in Marketing Cloud?

    Journey Builder is designed to allow customized interactions based on customer needs, desires, preferences, demographics, and real-time input from their behavior. Journey Builder uses event-driven triggers to respond to customers or prospective customers appropriately.

    Actions used in Journey Builder to perform in sales and service clouds:-

    Use Sales and Service Cloud canvas activities in Journey Builder to create or update Sales and Service Cloud object records for connected Marketing Cloud contacts. You can grant new users access to create or edit Sales and Service Cloud Activities, except users with the Marketing Cloud Administrator role.

    How to Use and Implement Journey Builder Salesforce Within Your Organization:-

    It gives the customers a way to get what they want easily and gives you the data you need for better insights on creating content that resonates with all data and demographics of your customer base.

    It makes it easy to automate campaigns. Your campaign can start by converting leads to another marketing channel based on their behavior.

    It is an easy-to-use flow tool where marketers can design their own automated omnichannel customer journeys in campaigns for:

    • Email
    • SMS Push notifications
    • Targeted ads

    You set your activities and configure them with the program’s analytics engine. It will run responsive automatic campaigns while evaluating customer interactions continuously, so you know when they are ready for more contact from other channels, like phone or text messages.

    It turns your customer’s experience of using your product into an engaging journey. It helps increase loyalty and ROI by providing personalized interactions with customers while simplifying the development of these customized experiences.


    An Example Use Case Scenario to implement the automation and journey builder together for operations:-

    Use of Automation Studio and Journey Builder in Marketing Cloud for Publication list updation and sales field updation:

    It is possible to update the contact field in sales based on the publication list selection,

    To do this follow the below steps:-


    First need to create a new Data Extension to store the records, and then create an automation that will run a SQL Query to fetch the contacts from the publication list.


    After the SQL query in the previous step, the contacts will get added to the newly created Data Extension and create a new journey and use the same DE in that Journey as Source Data Extension after then use the Update Contact activity and select the field you want to update in the sales.

    To do vice versa we need to use automation and need to implement the same thing but in different ways as below,


    Create automation to run SQL query for fetching the records from synchronized Data Extension and store them into the new DE.


    Use the Extract file activity and give the external file naming pattern which will be used while importing the file


    Use the Transfer File Activity which will be used to upload the file to FTP Account.


    After then Use Import Activity to import that file into the respective publication list.

    Like above there are multiple ways or scenarios in which you can use the automation studio and journey builder together for such scenarios.

  • Web Templates In Salesforce Marketing Cloud’s Interaction Studio

    Salesforce Marketing Cloud’s Interaction Studio is a powerful platform that allows businesses to create personalized customer experiences across various touchpoints. One of the key features of Interaction Studio is its ability to use web templates to create customized web pages and email messages. In this blog post, we’ll dive deeper into web templates in Interaction Studio, their benefits, and how to use them effectively.

    What are web templates in Interaction Studio?

    Web templates in Interaction Studio are pre-designed web pages that can be used to create landing pages, subscription pages, and other web assets for your marketing campaigns. They are built using HTML, CSS, and JavaScript, and are designed to be fully responsive, meaning they adapt to the device and screen size of the user.

    Web templates provide a consistent and professional look and feel for your web assets, saving you time and effort in designing them from scratch. They are also optimized for performance, ensuring that your web pages load quickly and efficiently.

    Types of web templates in Interaction Studio

    Interaction Studio offers several types of web templates to cater to different campaigns and audiences. Some of the most common types of web templates are:

    • Standard web templates: These templates are designed for general marketing campaigns and are suitable for a broad audience. They include customizable form fields, social media sharing buttons, and tracking codes for monitoring campaign performance.
    • Custom web templates: These templates are designed for specific campaigns or audiences and can be fully customized to meet your needs. They include a range of features and functionality, such as customized form fields, unique layouts, and custom tracking codes.
    • Personalized web templates: These templates are designed to create personalized experiences for individual users based on their behavior and preferences. Personalized web templates use data from Interaction Studio’s customer profile to display personalized content, recommendations, and offers.
    • Dynamic content templates: These templates are designed to create dynamic and responsive email messages that adapt to the user’s device and preferences. Dynamic content templates use data from Interaction Studio’s customer profile to display personalized content, offers, and recommendations.

    Benefits of using web templates in Interaction Studio :

    Using web templates in Interaction Studio has several benefits, including:

    • Time-saving: Web templates provide a consistent design and layout for your web assets, saving you time and effort in creating them from scratch.
    • Consistency: Web templates ensure a consistent look and feel for your web assets, helping to reinforce your brand identity and message.
    • Professionalism: Web templates are designed to look professional and optimized for performance, giving your web assets a more polished and high-quality appearance.
    • Personalization: Personalized web templates and dynamic content templates can be used to create customized experiences for individual users, improving engagement and conversions.

    How to use web templates in Interaction Studio :

    Using web templates in Interaction Studio is straightforward and can be done in a few simple steps:

    1. Open Interaction Studio and navigate to the Templates tab.
    2. Click on the Web Templates folder to see the available templates.
    3. Select a template that suits your needs and click on it to open the template editor.
    4. Customize the template to your needs, using the drag-and-drop editor to add or remove sections, change the layout, and add your own images and content.
    5. Add any additional features or functionality, such as forms or tracking codes.
    6. Preview your web asset to ensure that it looks good and works as expected.
    7. Publish your web asset to make it live.


    Web templates in Salesforce Marketing Cloud’s Interaction Studio are a powerful tool for creating personalized customer experiences across multiple touchpoints. By using web templates, you can save time, ensure consistency, and create professional-looking web assets quickly and easily. With the range of built-in features and functionality available, web templates in Interaction Studio can help you increase engagement and conversions and improve the performance of

  • Web Campaign In Salesforce Marketing Cloud’s Interaction Studio

    Salesforce Marketing Cloud’s Interaction Studio offers businesses a powerful platform to create personalized customer experiences across multiple channels. One of the essential features of Interaction Studio is the ability to create web campaigns. In this blog, we will explore what web campaigns are, their benefits, and how to create effective web campaigns using Interaction Studio.

    What is a web campaign in Interaction Studio?

    A web campaign in Interaction Studio is a set of web assets, such as landing pages, subscription pages, and other web pages, designed to achieve specific marketing objectives. Web campaigns are typically designed to drive traffic to a website, generate leads, increase conversions, or promote a product or service.

    Web campaigns in Interaction Studio are highly customizable and can be tailored to specific audiences based on their behavior, preferences, and demographics. They use data from Interaction Studio’s customer profile to deliver personalized content, recommendations, and offers to individual users, increasing engagement and conversions.

    Benefits of using web campaigns in Interaction Studio :

    Using web campaigns in Interaction Studio has several benefits, including:

    • Personalization: Web campaigns use data from Interaction Studio’s customer profile to deliver personalized content, recommendations, and offers to individual users, increasing engagement and conversions.
    • Targeting: Web campaigns can be tailored to specific audiences based on their behavior, preferences, and demographics, ensuring that the right message reaches the right audience.
    • Consistency: Web campaigns provide a consistent look and feel for your web assets, helping to reinforce your brand identity and message.
    • Performance: Web campaigns are optimized for performance, ensuring that your web pages load quickly and efficiently, improving user experience and reducing bounce rates.
    • Insights: Web campaigns provide valuable insights into user behavior and preferences, allowing you to optimize your campaigns for maximum impact.

    Creating effective web campaigns in Interaction Studio :

    Creating effective web campaigns in Interaction Studio requires careful planning and execution. Here are some steps to follow when creating a web campaign:

    • Define your objectives: Before creating a web campaign, define your objectives and what you want to achieve. This will help you determine the type of web assets you need to create, the messaging, and the target audience.
    • Segment your audience: Use Interaction Studio’s customer profile to segment your audience based on behavior, preferences, and demographics. This will help you tailor your web assets and messaging to each segment, increasing engagement and conversions.
    • Create web assets: Use web templates in Interaction Studio to create web assets such as landing pages, subscription pages, and other web pages. Ensure that they are optimized for performance, responsive, and visually appealing.
    • Personalize your messaging: Use data from Interaction Studio’s customer profile to deliver personalized content, recommendations, and offers to individual users. This will help increase engagement and conversions.
    • Test and optimize: Test your web assets and messaging to ensure that they are working as expected. Use insights from Interaction Studio to optimize your campaigns for maximum impact.
    • Monitor performance: Monitor the performance of your web campaign using Interaction Studio’s analytics and reporting tools. Use insights to make data-driven decisions and optimize your campaign for better results.

    Best Practices for Creating Web Campaigns in Interaction Studio :

    • Keep it Simple: Keep your web campaigns simple and focused on a single objective to avoid overwhelming your audience.
    • Be Consistent: Use consistent branding and messaging across your web assets to reinforce your brand identity and message.
    • Use Visuals: Use visuals such as images, videos, and infographics to make your web assets more engaging and visually appealing.
    • Optimize for Performance: Ensure that your web assets are optimized for performance, including page load time, responsiveness, and usability.
    • Personalize Content: Use data from Interaction Studio’s customer profile to deliver personalized content, recommendations, and offers to individual

    Web campaigns in Salesforce Marketing Cloud’s Interaction Studio offer businesses a powerful platform to create personalized customer experiences and achieve specific marketing objectives. By following the steps outlined above, businesses can create effective web campaigns that drive traffic, generate leads, increase conversions, and promote products and services. With the range of built-in features and functionality available, web campaigns in Interaction Studio can help businesses improve engagement, increase conversions, and achieve their marketing objectives.

  • Cloud Pages In Salesforce Marketing Cloud

    Salesforce Marketing Cloud is a comprehensive platform for marketing automation that enables businesses to create and deliver personalized customer journeys across multiple channels. One of the key features of Marketing Cloud is Cloud Pages, a powerful tool that enables businesses to create custom landing pages and microsites that can be used to promote products, capture leads, and engage with customers.

    Cloud Pages is a drag-and-drop tool that enables businesses to create and publish custom landing pages and microsites quickly and easily. With Cloud Pages, businesses can create landing pages for email campaigns, social media ads, or search engine marketing campaigns, and customize them with dynamic content, personalized messaging, and engaging visuals.

    To use Cloud Pages in Salesforce Marketing Cloud, businesses need to follow these steps:

    Cloud page collection :

    • To create a Cloud Page Collection in Salesforce Marketing Cloud, follow these steps:
    1. Access Content Builder: Log in to your Salesforce Marketing Cloud account and navigate to the Content Builder section.
    2. Create a Collection: In the Content Builder, click on the “Create” button and select “Collection” from the dropdown menu.
    3. Define Collection Properties: Provide a name for your Cloud Page Collection and optionally add a description to provide context.
    4. Configure Collection Settings: Specify the settings for your collection. This includes selecting the folder where the collection will be saved, determining the visibility (private or shared), and setting permissions for accessing and managing the collection.
    5. Add Cloud Pages to the Collection: Once your collection is created, you can start adding Cloud Pages to it. Click on the “Add Item” button and select the Cloud Pages you want to include. You can add multiple Cloud Pages to a single collection.
    6. Arrange and Customize the Collection: Arrange the order of the Cloud Pages within the collection by dragging and dropping them into the desired sequence. You can also customize the collection by adding a thumbnail image, providing a description, and configuring other display options.
    7. Publish the Collection: Once you have added and customized the Cloud Pages in the collection, click on the “Publish” button to make the collection available for use.
    8. Access the Collection: Your Cloud Page Collection is now created and published. You can access it by using the generated URL provided in the collection details. This URL can be shared with your audience or embedded in emails, landing pages, or other digital assets.
    9. Manage and Update the Collection: You can manage and update the Cloud Page Collection at any time. You can add new Cloud Pages, remove existing ones, change the order, or update the collection settings as needed.

    Types of cloud pages :

    • Landing Page : 
    • To create a landing page using Salesforce Marketing Cloud’s Content Builder, follow these steps:
    1. Log in to your Salesforce Marketing Cloud account.
    2. Go to the “Content Builder” section.
    3. Click on “Create” in the top navigation menu and select “Landing Page.”
    4. Choose a template or start with a blank canvas.
    5. Give your landing page a name and optionally provide a description.
    6. Customize the landing page by adding and arranging components such as text, images, forms, buttons, etc. You can use the drag-and-drop editor to modify the layout and design.
    7. Configure the landing page settings, including the URL, page title, and meta tags.
    8. Set up any tracking or analytics tools you want to use, such as Google Analytics or Marketing Cloud tracking.
    9. Preview the landing page to ensure it looks and functions as intended.
    10. Save the landing page.
    11. Publish the landing page to make it accessible to your audience. You can choose to publish immediately or schedule it for a specific date and time.

    • Mobile Push Page : 
    • To create a mobile push page in Salesforce Marketing Cloud, follow these steps:
    1. Log in to your Salesforce Marketing Cloud account.
    2. Navigate to the “Mobile Studio” section.
    3. Click on “MobilePush” in the top navigation menu.
    4. Select “MobilePush Messages” from the dropdown menu.
    5. Click on “Create” and choose “MobilePush Page” as the message type.
    6. Provide a name for your mobile push page.
    7. Customize the page content by adding text, images, buttons, and other components.
    8. Configure the page settings, such as the page title, URL, and meta tags.
    9. Set up any tracking or analytics tools you want to use, such as MobilePush Analytics or Google Analytics.
    10. Preview the mobile push page to ensure it displays properly on mobile devices.
    11. Save the mobile push page.
    12. Configure the mobile push message settings, including the message title, message body, and target audience.
    13. Link the mobile push page to the message by selecting it from the available options.
    14. Set up any additional message settings, such as scheduling the message or adding message actions.
    15. Save the mobile push message.
    16. Review and confirm the message details.
    17. Send the mobile push message to the desired audience.

    • Microsites :


    • To create a microsite in Salesforce Marketing Cloud, follow these steps:

    1.To create a content type, click Create.
    2.Click Microsite.
    3.Complete the Name field.
    4.Optionally complete the Description field.
    5.If want to use private domain , select private domain from the url drop down
    6.For secure connection click on http connection This option prevents access over HTTP, reducing security vulnerability.
    7.Click Create.

    8.In your Microsite’s Site Map, click on add page
    9.To add pages to your microsite, click Add Pages under Site Navigation.
    10.CloudPages, create a microsite and define a site map.
    11.In the site map view, click the Schedule/Publish button.
    12.Select site map version from the drop-down.
    13.Select the pages to publish


    • Interactive Email Page : 
    • To create a interactive email page , follow these steps:

    1.Click on interactive page
    2.Name your page.
    3.Optional: complete Description field.
    4.If using a My Domain or custom domain then fill URL field
    5.Check the SSL box, if want to use secure HTTPS connections only.
    6.Click Create.
    7.Hover over the page you created and click Open Content.
    8.From the layout section, in the editor click on the email form

    9.From the Confirmation Message Type of Content dropdown, select the type of content to display to the submitter.
    10.Click Done Editing.
    11.Use Content Blocks to create your content.
    12.Optional: Use the Content tab to drag saved content in a content area.
    13.Optional: Use the Layouts tab to drag a new layout configuration in a content area.
    14.Use the design tab to set style for the landing page
    15.To change your editing experience, click Layout/Code View.
    16.To see how your content displays in each view, click Desktop/Mobile.
    17.To save your work but not publish, click Save. Submitters receive an error message and no data is captured.
    18.To publish the page immediately or schedule the publish for later, click Schedule / Publish.

    Cloud Pages can be a powerful tool for driving engagement and conversion rates in Salesforce Marketing Cloud. By creating personalized landing pages that are tailored to specific customer segments, businesses can improve their overall marketing performance and drive more revenue over time.

    In conclusion, Cloud Pages is a valuable tool for businesses that want to create custom landing pages and microsites in Salesforce Marketing Cloud. With its drag-and-drop interface and support for dynamic content, businesses can quickly and easily create personalized landing pages that engage customers and drive conversions. By leveraging Cloud Pages in their marketing campaigns, businesses can improve their overall marketing performance and drive more revenue over time.

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