Logging data in Marketing Cloud Journeys

Posted on May 27, 2023May 27, 2023 by luke

Ah Marketing Cloud, such a love hate relationship we have.

If you’ve worked with Marketing Cloud long enough, you may have become frustrated with the lack of logging details presented back in the user interface. From automation to email errors, and journey activities, the details logged and presented are either quite minimal, downright confusing or simply non-existent.

Have you ever thought, wow I’d love to be able to track more details about what activities are firing off in my journeys? Well, although not a huge leap forward, and still has it’s share of limitations, in this post I will show … Read more

Code Snippet: Run Lead Auto-Response Rules for all Leads

Posted on March 20, 2021March 20, 2021 by luke

trigger RunLeadAutoResponseRules on Lead (after insert) {

    List<LeadnewlyInsertedLeads = [SELECT Id From Lead WHERE Id IN :trigger.new]; 
    Database.DMLOptions dmo = new Database.DMLOptions();
	
    dmo.emailHeader.triggerUserEmail = true;
	
    for (Lead l : newlyInsertedLeads ) { 
        Database.update(l, dmo); 
    }     
    
}

It’s a good idea to limit this type of trigger to only run for certain types of leads, so a suggestion is to add a check for specific Lead Source, such as LeadSource == 'Web'… Read more

Automating Mobile Opt Out from Marketing Cloud to Sales Cloud

Posted on November 9, 2019December 23, 2020 by luke

A long time ago in a galaxy far, far away…

Or in 2013 to be exact, Salesforce acquired the arguably fledgling marketing automation product known as ExactTarget. Since renaming to Marketing Cloud and rolling this into the Salesforce family, Salesforce have introduced and refined their Marketing Cloud Connect managed package, which allows for integrating Marketing Cloud with Sales & Service Cloud CRM.

Along with improvements to this integration have come many overall improvements and additional features. One such improvement has been with the MobileConnect product, under Mobile Studio. Unfortunately however, integration between Sales Cloud and the MobileConnect side of Marketing … Read more

Create a Mass Delete List View Button in Lightning (without code!)

Posted on August 18, 2019December 23, 2020 by luke

In the Classic Salesforce user interface, creating a mass delete List View button was quite easy. The old tried and true method involved using Java-script within an execute Java-script / on-click Java-script button, to handle parsing the multiple record id’s (from the selected items in the List View) and performing the deletion. Unfortunately, Java-script buttons are no longer supported in Lightning Experience, and so do not appear as available List View buttons in the Search Layout configuration.

Many people have tried to work around this, usually by using either Apex code or custom Lightning Component. This got me to thinking, … Read more

Provide access to the Recycle Bin in Lightning Experience

Posted on August 18, 2019December 23, 2020 by luke

UPDATE: well blow me down and call me Charlie, the Recycle Bin has now finally been added to Lightning Experience! One of the great enhancements with this new feature is the ability to create custom list views within the Recycle Bin area. I guess I’ll keep this article up for posterity!

Anyone with even minimal Salesforce experience will know of, and likely have had to use the Recycle Bin at some point in time to restore records unintentionally deleted.

As more and more older Salesforce organisations are moved from Classic to Lightning Experience, many users have noticed the lack of … Read more