Resources from the EMEA Ask Me Anything Session from the 18th October
Here are some of the resources shared as part of the EMEA Ask Me Anything Session from 18th October
What solution would you recommend for In Memory functionality? We use NPSP.
We are currently installing NPSP, when should we install PMM?
- Become familiar with the product first, install in a Sandbox
- Be sure PMM is the right solution for the organisation - custom might be simpler depending on requirements. It might be easier to build custom than 'hide' the pieces of PMM you don't need to use.
- PMM Trailhead
- PMM for NPSP Help Articles
- PMM Trailblazer Community Group
How do I ensure that Marketing Cloud sends emails to the correct email address for an organisation?
- In NPSP ensure you use the preferred email field
- Use the Marketing Cloud Audience builder to select the correct affiliations and contacts
One System Admin can 'Login as Any User' another cannot
- Suspect it's due to a permission set, as 'Modify all Data' is required for this functionality to work
- Login In as Another User - Salesforce Help Article
- Enable the 'Administrators Can Log in as Any User' Feature
- Still can't find the solution?
How can I ensure Accounts are added to campaigns?
- Checkout this Salesforce Ben article - looks like it needs enabling - this article also goes through the considerations
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