1. Familiarize yourself with all the places where you capture opt-ins and customer data.
2. Make note of the information you already gather about your customers, such as demographic data, web browsing data, purchase data, and where it is stored.
3. Write down aspirational data needs that help drive your marketing program, such as customer data that you use to target or personalize your messages or customer actions you want to react to.
4. Detail which customer actions you as a marketer want to act on, and how. Consider timing and targeting.

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1. Run an account, campaign member, contact, custom object, lead, or solution report in Salesforce.Include the respective ID field and any other fields that are required for the import.
2. Export the report to Excel.

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Supported Editions - both Salesforce Classic and Lightning Experience, Professional, Enterprise, Performance, Unlimited, and Developer Editions

1. From Setup, enter External Objects in the Quick Find box, then select External Objects.
2. Click New External Object, or click Edit to modify an existing external object.
3. Enter the following:FieldDescriptionLabelA user-friendly name for the external object. The label is displayed in the Salesforce user interface, such as in list views.We recommend that you make object labels unique across all standard, custom, and external objects in the org.Plural LabelThe plural name of the external object. If you create a tab for this object, this name is used for the tab.Starts with vowel soundIf it is appropriate for your org’s default language, select to precede your label with “an” instead of “a” for any automated messages.Object NameA unique identifier used to refer to this external object definition when using the API. Object names must be unique across allstandard, custom, and external objects in the org.The Object Name field can contain only underscores and alphanumeric characters. It must be unique, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.DescriptionAn optional description of the external object. A meaningful description helps you distinguish among your external objects when you view them in a list.Context-Sensitive Help SettingDefines what appears when users click Help for this Page from the external object record home (overview) and detail pages, as well as list views and related lists.We recommend that you select Open a window using a Visualforce page to display custom help that you create for your users. See Getting Started with Object-Level Help.If you instead keep the default value, your users only see the Salesforce Help, which doesn’t provide any information about your external data.This setting doesn’t affect the Help & Training link at the top of each page, which always opens the Salesforce Help.Content NameSelect the Visualforce page that best describes the data that’s provided by this external object.This field is available only when you select Open a window using a Visualforce page.External Data SourceThe external data source definition that contains the connection details you want to use for this external object.Table NameTable in the external system that the external object maps to.For SharePoint, the table name must match the related scope name.Display URL ReferenceFieldAvailable only for SalesforceConnect. The external object’s Display URL standard field values are automatically generated from the external system. For example, with the OData 2.0 adapter for SalesforceConnect, the value is based on the link href that’s defined on the OData producer.You can override the default values with the values of a custom field on the same external object. Select the field name, and make sure that the custom field’s values are valid URLs.Allow ReportsAvailable only for SalesforceConnect.Deployment StatusIndicates whether the external object is visible to other users. Launch New Custom Tab Wizard after saving this external objectIf selected, the custom tab wizard starts after you save the external object.Allow SearchIf search is also enabledon the external data source, selecting this option lets usersfind the external object’s records via SOSL and Salesforceglobal searches.By default, search is disabled for new external objects. However, you can validate and sync an external data source to automatically create external objects. Syncing always enables search on the external object when search is enabled on the external data source, and vice versa.See Search Considerations for Salesforce Connect—All Adapters.
4. Click Save.
5. On the external object detail page, view and modify the external object’s custom fields and relationships, page layouts, field sets, search layouts, and buttons and links.To create field mappings or add fields to an external object, click New on the Custom Fields & Relationships related list.To assign different page layouts by user profile, click Page Layout Assignments.
6. To create field mappings or add fields to an external object, click New on the Custom Fields & Relationships related list.
7. To assign different page layouts by user profile, click Page Layout Assignments.

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1. Navigate to Administration | Configure Fields | Prospect Fields.
2. Find the field you want to work with and click Edit.
3. Mark Set a default mail merge value to be used when this field doesn’t have avalue.
4. Enter Default Mail Merge Value, then save the field.

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1. Open Community Workspaces orCommunity Management.
2. Click Administration | Branding.
3. Use the lookups to choose a header and footer for the community.First upload the files for your header and footer to the Documents tab. The headercan be a GIF, JPG, or PNG file with a maximum file size of 20 KB. The footer must be anHTML file.Themaximum file size for all HTML files is 100 KB. So if you have a footer HTML file thatis 70 KB and you want to use an HTML file for the header, it must be 30 KB orsmaller.The header you choose replaces the Salesforce logo below the global header. The footer you choose replaces the Salesforce copyright and privacy footer.
4. Click Select Color Scheme to select from the predefined color schemes. Or click the text box next to the page section fields to select a color from the color picker.Here’s how selected colors show up in your community and in the Salesforce app.Color ChoiceWhere It AppearsHeader BackgroundTop of the page, under the black global header. If you select an HTML file in the Header field, it overrides this color choice.Top of the login page.Login page in the Salesforce app.Page BackgroundBackground color for all pages in your community, excluding the login page.PrimaryTab when it’s selected.SecondaryTop borders of lists and tables.Button on the login page.TertiaryBackground color for section headers on edit and detail pages.
5. Click Save.

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1. The social account type with its social network icon.
2. The number of social accounts in the summary. If there are more than five accounts, the first five appear with a + number indicating the additional accounts.
3. The number of interactions.
4. Percentage change from last week.
5. A bar graph where the X axis is many posts, the Y axis is time, and each division is one day. A bar entry shows the number of posts and the circledpoints and line are the numbers of interactions that day.
6. The total numbers for specific social account parameters:Likes: Shares: Comments: Clicks: Post Clicks: Link Clicks:
7. Likes:
8. Shares:
9. Comments:
10. Clicks:
11. Post Clicks:
12. Link Clicks:

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1. From your personal settings, enter My Email Settings in theQuick Find box, and then select My Email Settings.
2. Select how you’d like to send your email.Your Salesforce admin can enable either Gmail or Office 365 for your org. You can’t choose between the two.
3. Click Save.

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1. To expand a tile, click .
2. To select the parameter to export, click the segment of the graph you want.A list of subscribers appears.
3. Click then click Create Data Extension.
4. To view your data extension, go to your Data Extensions and navigate to the Web Analytics folder.Data extension names follow this format: tile-type_start-date_end-date-timestamp.

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1. Sum the value of terminated billing amounts for the original order products. We call this number the original balance.
2. Sum the value of terminated billing amounts for the amending order products and the Cancel Order Products. We call this number the canceling balance.
3. Evaluate whether the canceling balance is larger, smaller, or equal to the original balance. Remember, positive order products have negative amending order products, so Salesforce Billing ignores whether a balance is positive or negative during this evaluation.If the canceling balance is larger, the Cancel Order Product reduces its pending balance by the sum of all other pending balances. All other order products reduce their pending balances to zero. Salesforce Billing picks up the Cancel Order product's remaining pending balance on the next invoice run.If the canceling balance equals the original balance, Salesforce Billing reduces pending billings on all order products to zero. Since none of the order products have a pending balance, Salesforce Billing doesn't pick them up on the next invoice run.If the canceling balance is smaller, Salesforce Billing needs to know how to allocate the canceling balance among the original and amending order products. In this case, it checks the value of the Cancel Order Product's cancelation rule. If the value is LIFO, Salesforce Billing cancels the amending order products first. It then applies the canceling balance to the original order products starting with the newest LIFO date (such as terminated date or order product creation date) and moving to the order product with the oldest LIFO date.
4. If the canceling balance is larger, the Cancel Order Product reduces its pending balance by the sum of all other pending balances. All other order products reduce their pending balances to zero. Salesforce Billing picks up the Cancel Order product's remaining pending balance on the next invoice run.
5. If the canceling balance equals the original balance, Salesforce Billing reduces pending billings on all order products to zero. Since none of the order products have a pending balance, Salesforce Billing doesn't pick them up on the next invoice run.
6. If the canceling balance is smaller, Salesforce Billing needs to know how to allocate the canceling balance among the original and amending order products. In this case, it checks the value of the Cancel Order Product's cancelation rule. If the value is LIFO, Salesforce Billing cancels the amending order products first. It then applies the canceling balance to the original order products starting with the newest LIFO date (such as terminated date or order product creation date) and moving to the order product with the oldest LIFO date.

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Supported Editions - Salesforce Billing Spring ’18 and later

1. For Apex Plugin Class, enter the name of the Apex class you created to customize the behavior of the connected app.
2. For Run As, select the name of the user to run the plug-inas.The plug-in runs on behalf of a user account. If the user isn’tauthorized for the connected app, use the authorize method to do so. For more information, see the ConnectedAppPlugin class in the Apex Code Developer's Guide.

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