09 Oct Understanding Salesforce Data Cloud CRM Enrichments
Having up-to-date and comprehensive data is crucial for effective decision-making. Salesforce CRM Enrichments are designed to enhance your existing Salesforce CRM data by integrating it with real-time information from Salesforce Data Cloud. This enriched data can include vital details such as company information, contact specifics, calculated insights, and other key data points.
What Can Salesforce Data Cloud CRM Enrichments Do?
Salesforce Enrichments allow you to seamlessly copy attribute values or calculated insights to either the contact or lead objects within Salesforce CRM. Additionally, they enable you to showcase various data records linked to a contact or lead through related lists, making it easier to access relevant information at a glance.
Key Use Cases for Salesforce Data Cloud CRM Enrichments
1. Unified Individual Attribute Fields:
Transfer fields from the Data Cloud Unified Individual directly to the contact or lead objects in Salesforce CRM, ensuring your records are always current and accurate.
2. Calculated Insight Fields:
Import calculated insight values associated with a unified profile into your contact or lead records, providing deeper context for your interactions.
3. Email Engagement or Send History Related Lists:
Display email engagement data from Marketing Cloud Engagement in a related list format on the contact or lead page layout, enhancing visibility into past communications.
4. SMS Engagement or Send History Related Lists:
Present SMS engagement data in a similar format, allowing for a comprehensive view of all engagement channels.
5. Mobile Push Engagement or Send History Related List:
Highlight mobile push engagement data, making it easier to track customer interactions across various platforms.
6. Marketing Cloud Journey History Related List:
Show journey engagement data from Marketing Cloud Engagement, giving insights into the customer’s journey directly on their contact or lead page.
7. Web Activity History Related Lists:
Integrate web activity data from Marketing Cloud Personalization or the Data Cloud Web SDK into your CRM, providing a complete view of online interactions.
8. Purchase History Related List:
Include transactional data from your POS system, ensuring sales teams have access to purchase history right alongside other customer data.
9. Other Related Lists:
Surface additional relevant data associated with a contact or lead that may reside outside of Salesforce CRM, ensuring no vital information is overlooked.
Conclusion
Salesforce Data Cloud CRM Enrichments are a powerful tool for enhancing your CRM experience, allowing for more informed decision-making and better customer engagement. By integrating and displaying enriched data, businesses can create a holistic view of their contacts and leads, ultimately driving improved performance and customer satisfaction. If you’re looking to elevate your Salesforce CRM capabilities, consider leveraging these enrichments for a more comprehensive data strategy.
At Offprem Technology, we’re committed to helping you navigate the complexities of all things Data Cloud. By understanding the distinct roles of Data Cloud, how it interacts with other products within the Salesforce Ecosystem, and recognizing the scenarios where each features excels, you can optimize your data strategy for better insights and decision-making. For more tailored advice and solutions, feel free to reach out to our team.