Author name: SRIK

How to use date-type fields in the duplicate Matching Rules criteria?

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In a typical healthcare or customer-centric organization, individuals’ names, emails, and date of birth are commonly used to identify duplicates. However, many are perplexed by the fact that Salesforce matching rules do not support date fields, which presents a significant drawback in identifying duplicate contacts. How do I get rid of this problem??

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Maximizing Data Integrity with Salesforce Duplicate Rules

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In Salesforce, Duplicate Rules and Matching Rules are integral components of data quality management, particularly when dealing with duplicate records. Here’s an overview of each: When setting up Duplicate Rules, need to define: Salesforce’s Duplicate Management features provide a flexible framework for controlling and managing duplicate records across various objects in your Salesforce org. By

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Email Engagement with Interactive Forms in SFMC

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The Interactive Email Form Block is one of the most powerful out-of-the-box features available in Marketing Cloud Content Builder. This feature allows you to receive subscriber information like profile data, product reviews, feedback, short surveys, and sales leads directly from embedded forms in an email. Allowing subscribers/Customers/leads to submit forms without leaving their mailbox increases

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Why this – FATAL_ERROR Internal Salesforce.com Error

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“Error messages are like cryptic puzzles – challenging us to decipher their hidden meanings, that can range from the frustratingly vague to the downright bizarre, leaving us scratching our heads and wondering if our computers have developed a sense of humor.“ Internal Salesforce.com Error – This is not an interesting error message with sufficient details.

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IP Warming!

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IP Warming is as popular as “Global warming” for the techies in the Salesforce marketing cloud ecosystem. Salesforce offers two different types of IPs to clients who want to implement Marketing Cloud Email Studio. As there is no concept of pre-warmed IP address, if organizations start sending bulk emails using the new dedicated IP, there

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Unleashing the Power of AI: How Salesforce Einstein Chatbots Are Transforming Sales and Service

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Einstein Chatbot is one of the game changer in the service cloud provided features. In the current era of competetion and revolutionary innovations to provide best service to customers – Chatbots are a great addition to Salesforce Chat functionality. Let us try to do deep dive to know more about the virtaul agents. To enable

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