How to use Salesforce Custom Object Values in your email marketing

Опубликовано: 18 Сентябрь 2022
на канале: Ortto
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In this how to tutorial we show you how you can use complex Salesforce custom object values and relationships to personalize your customer journeys and email content.

00:00 - Salesforce custom object configuration
02:08 - Creating a journey using Salesforce custom object values
04:41 - Inserting Salesforce custom object values into an email
11:38 - Sending SMS using Salesforce custom object values
12:25 - Handling multiple object records in a customer journey

Unlike Salesforce marketing cloud and other marketing automation software Ortto makes personalizing the customer journey with values from your Salesforce custom objects easy. It can handle complex relationships between objects and multiple object records passing through a journey at the same time.