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katydorjee / Salesforce Data 360 - Deploy Changes Across Orgs.md
Created October 8, 2026 11:52
Salesforce Data 360 - Deploy Changes Across Orgs

Salesforce Data 360 — Deploy Changes Across Orgs

A practical guide for deploying Salesforce Data 360 changes from a sandbox to another sandbox or production using a DevOps Data Kit and Change Sets.

Overview

Salesforce Data 360 changes can be developed in a sandbox and promoted to:

  • Another sandbox
  • A production org
@katydorjee
katydorjee / Salesforce Marketing Intelligence in Marketing Cloud Next.md
Created October 6, 2026 00:56
Salesforce Marketing Intelligence in Marketing Cloud Next

Salesforce Marketing Intelligence in Marketing Cloud Next

Salesforce Marketing Intelligence is the central business intelligence (BI) and analytics layer within the new, agentic Marketing Cloud Next ecosystem.

Built natively on the core Salesforce platform, it consolidates the capabilities previously known as Datorama and integrates them deeply with Data 360 (Data Cloud), Agentforce, Einstein AI, and Tableau Next. Its primary purpose is to automatically ingest, harmonize, and analyze massive amounts of cross-channel marketing data so marketers can prove ROI and optimize campaign spend in real time.


Key Capabilities of Marketing Intelligence

@katydorjee
katydorjee / Salesforce Marketing Cloud Next: Domain Setup Guide.md
Created October 5, 2026 07:26
Salesforce Marketing Cloud Next: Domain Setup Guide

Salesforce Marketing Cloud Next: Domain Setup Guide

Overview

Salesforce Marketing Cloud Next uses different domain configurations for different capabilities. The three main domain types are:

Domain type Primary purpose Typical example
Custom Domain Landing pages, forms, and images pages.example.com
Branded Domain Email link tracking and SMS URL shortening link.example.com, sms.example.com
@katydorjee
katydorjee / Salesforce Data Cloud to CRM Connection & Permission Requirements Guide.md
Created October 5, 2026 06:04
Salesforce Data Cloud to CRM Connection & Permission Requirements Guide

Salesforce Data Cloud Home Org Automated Connection Reference

This document outlines the internal, automated connection architecture of Salesforce Data Cloud (formerly Data 360) regarding how it nattively links to its primary Home Org, the system users involved, and the required administrator security configurations.


1. Automated Connection Activation

When Data Cloud is provisioned and enabled inside a Salesforce org, the underlying platform-to-platform connection is automatically configured. No administrative credentials or manual OAuth configurations are required to link Data Cloud to its own Home Org.

  • Automation Event: Upon activation, Salesforce automatically deploys the Salesforce Standard Data Model package, generates background architecture linkages, and provisions internal system users.

Salesforce Data 360 (Data Cloud) + Salesforce CRM: Step-by-Step Setup Guide

A runbook for connecting a Salesforce CRM org (Sales Cloud / Service Cloud) to Salesforce Data 360 using the Salesforce CRM connector, then bringing CRM data in through data bundles and data streams.

Naming note: Salesforce renamed Data Cloud to Data 360 on October 14, 2025. Salesforce says you may still see "Data Cloud" in the product UI and docs during the transition, and the functionality is unchanged. This guide uses "Data 360" and keeps UI labels exactly as they appear (for example, Data Cloud Setup). Source: https://help.salesforce.com/s/articleView?id=data.c360_a_data_cloud.htm&language=en_US

How this was written: Steps are summarized in my own words from the Salesforce Help, Trailhead and developer pages listed under each section and in References. Salesforce updates these pages often, so confirm labels against the linked pages before you run this in production. Resea

@katydorjee
katydorjee / Marketing Cloud Connect - Step-by-Step Installation Guide.md
Created October 5, 2026 00:24
Salesforce Marketing Engagement Cloud Connector installation in Salesforce core

Marketing Cloud Connect: Step-by-Step Installation Guide

A runbook for connecting Marketing Cloud Engagement to a Salesforce CRM (Sales Cloud / Service Cloud) org using Marketing Cloud Connect.

Based on Salesforce's Trailhead module Marketing Cloud Connect Setup and a Salesforce Help knowledge article. Steps are summarized in my own words; check the linked sources for the latest screens and labels. UI labels can change between releases (for example, the user checkboxes appear as AgentExchange in current Trailhead and AppExchange in older guides).


Table of contents

@katydorjee
katydorjee / Get Email bounce data of a Journey builder email sent.sql
Created October 20, 2025 00:27
Get Email bounce data of a Journey builder email sent
SELECT su.emailaddress,
su.subscriberkey AS ContactKey,
j.journeyname,j.versionnumber,ja.activityname AS EmailName,
s.eventdate AS SendTime, s.jobid, s.listid,
b.eventdate AS BounceTime, b.BounceType,b.SMTPBounceReason, b.SMTPMessage, b.SMTPCode
FROM [_sent] AS s
INNER JOIN [_journeyactivity] AS ja
ON s.triggerersenddefinitionobjectid = ja.journeyactivityobjectid
INNER JOIN [_journey] AS j
ON ja.versionid = j.versionid
@katydorjee
katydorjee / SSJS to delete record from publication list.js
Created September 8, 2025 04:07
SSJS to delete record from publication list
<script runat="server">
Platform.Load("core","1.1.1");
var subkey = "SubscriberKey"
var email = "email@email.com"
var api = new Script.Util.WSProxy();
var sub = [
{
SubscriberKey: subkey,
EmailAddress: email,
@katydorjee
katydorjee / ssjs to update all subscribers.js
Created August 20, 2025 11:43
ssjs to update all subscribers
<script runat="server">
Platform.Load("core","1.1");
var prox = new Script.Util.WSProxy();
var de = DataExtension.Init("my_data_extension");
var data = de.Rows.Retrieve();
for (var i = 0; i < data.length; i++) {
var row = data[i];
try {
var subscriber = {
@katydorjee
katydorjee / Updating Data Extension Records Using SSJS in SFMC.js
Created May 20, 2025 12:06
Updating Data Extension Records Using SSJS in SFMC
<script runat="server">
Platform.Load("core", "1");
try {
var de = DataExtension.Init("DataExtensionExkey");
var payload = {