GeoCode, a field in Salesforce available on a Contact's record, currently comes from the Advance database. Advance will be getting rid of this field during the migration to Ascend, so it will no longer be available in eComm's instance of Salesforce. In preparation for this change, Salesforce Reports currently using this field need to be recreated with an alternative method or deleted by April 25, 2023.
CU Anschutz development sends periodic email communications to grateful patients as a component of their ongoing fundraising efforts. This document summarizes how these contacts are identified and shared in CRM03, how they are processed against existing data, and how their contact records are managed following the email send. Additionally, it documents questions we may want to consider as we develop a path forward for ensuring proper handling of confidential information.
Want to learn the eComm suite of tools? Find out where to find complete new user training for Salesforce, Marketing Cloud and Cvent. We encourage you to pause the videos periodically and allow yourself time to put the material into practice.
Walk through the materials below to build your knowledge of how eComm approaches CAN-SPAM, the federal law that pertain to you as a communicator of CU. Confirm you understand the basics with a quick quiz.
After ensuring that preferred name personalization is possible given your population, Reports and Data Extensions need to be created (or updated) by an eComm specialist to contain the appropriate preferred name field in Salesforce.
You might notice data in Salesforce that needs changed. This could be merging of duplicates or updating an email address, name or address. Learn about why these duplicates occur, how they are merged and how to update email/name/address information.
eComm specialists are responsible for creating audiences in Salesforce and Marketing Cloud. This often involves starting with a Salesforce Campaign to be converted to a Salesforce Report.
This resource is designed for eComm specialists who help onboard new users for their campus. Once you know how to submit requests and important deadlines, get a peek into all the customized emails they will recieve during their first 7 months in the applications. All emails are customized based on the applications the individual has access to and the eComm specialist who supports them.
The Org Tree field is newly available on the Employment object in Salesforce. The field is populated with concatenated, five digit codes that each represent departments across CU and must be translated. The values indicate the organizational hierarchy, based on the department the employee works in.
Learn how you'll be notified about eComm outages and unplanned maintenance. Salesforce users can set their own Salesforce Chatter Notifications and Post in Salesforce Chatter.
