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16 comments
  1. Aug 31, 6:01 PM

    Hi @Nandita Shah! Will you also be releasing a version of the Salesforce matrix as you have in the past? This is the one that gets linked in the 'group information' section of this group, correct? 

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Hi Everyone,  

 

We're planning to migrate from a 3rd-party SMS Activity to SFMC MobileConnect for sending one-way transactional SMS using an Alpha Sender ID to UK customers

 

Note: Our SFMC Business Unit is dedicated to transactional messaging only and is not used for marketing communications

 

Current architecture

  • Customer consent is maintained in Salesforce Service Cloud using Contact Point Consent.
  • When an order is cancelled, Order Management System will trigger an event to AIS and AIS sends an event payload to the Journey API Entry Event in SFMC.
  • The journey then sends the transactional SMS using 3rd Party SMS activity.

Based on my understanding & questions: 

 

Based on my understanding, marketing SMS requires consent, while transactional SMS does not. Since our consent is managed in Service Cloud, I'd like to validate the recommended Salesforce approach.

  1. Should Journey Builder check Contact Point Consent before sending a transactional SMS?
  2.  As per my understanding, transactional SMS doesn't require marketing consent. In that case, should an order cancellation SMS still be sent when the customer's SMS Contact Point Consent is Opted Out, or is it a Salesforce best practice to suppress the message based on consent? 
  3. For a one-way setup using an Alpha Sender ID when sending to UK customers, do we need to configure a MobileConnect keyword, or can Journey Builder send the SMS without any keyword configuration?

Has anyone implemented a similar architecture or can share Salesforce best practices? 

 

Thanks!

2 answers
  1. Yesterday, 3:40 PM

    Since this is SFMC/MobileConnect (Journey Builder, Alpha Sender ID), not core Apex/Flow - this is Marketing Cloud territory, and the consent/Journey questions below sit at the seam between Service Cloud (Contact Point Consent) and Marketing Cloud (Journey Builder), which is exactly the kind of cross-system sync point worth being explicit about. 

     

    1. Should Journey Builder check Contact Point Consent before sending? 

    Yes - but the check should be scoped correctly, and that scoping is the actual design decision here. Under UK PECR, a purely transactional message with no promotional content (order cancellation notice, no upsell/cross-sell copy) is generally exempt from PECR's marketing consent requirements, so legally you don't need marketing SMS consent to send it. But "don't legally need consent" isn't the same as "don't check anything" - you still want to confirm the number is valid/deliverable and hasn't been globally suppressed (e.g. customer explicitly said "don't text me at all," a hard bounce/carrier complaint flag, etc.). So check consent, but check the right purpose

    , not blanket marketing consent.  

     

    2. Should the SMS still send if SMS Contact Point Consent is Opted Out? 

    This depends entirely on what that Opted Out flag actually represents in your data model, and that's the thing to nail down before building rather than assume: 

    • If Contact Point Consent is modeled with a single generic "SMS" consent purpose shared across marketing and transactional, an opt-out there is ambiguous you can't tell if the customer opted out of promos specifically or all SMS contact.
    • If it's modeled with separate purposes (e.g. "Marketing SMS" vs "Service/Transactional SMS"), Journey Builder should check the Transactional purpose specifically, independent of marketing opt-out status a customer who opted out of promotional texts still generally expects to get their order-cancellation notice.

    My recommendation: model (or confirm you already have) a distinct Transactional/Service SMS consent purpose in Contact Point Consent, separate from Marketing SMS, and have the journey's decision split key off that specific purpose. This sidesteps the legal ambiguity entirely rather than making a judgment call in Journey Builder logic. This is a genuine "pause and confirm with legal/compliance + whoever owns the CPC data model" item, not something to default on silently. 

      

    3. Do you need a MobileConnect keyword for the one-way Alpha Sender ID?

     

      

    No - and functionally it wouldn't do much even if configured. Alphanumeric sender IDs only support one-way messaging by default because the sender isn't a real phone number carriers can route replies to, so standard keyword-based opt-outs like STOP don't work natively with alphanumeric IDs. There's no inbound path to that Alpha ID for a keyword to catch. Practical implications: 

     

    • Skip keyword config for this Sender ID - it's not reachable for two way interaction, so it's dead config.
    • Since the customer can't reply, best practice is to put an alternative contact method in the message body itself (support phone number or a link) so they have some way to react if needed - this is called out as standard practice in MobileConnect implementations specifically because Alpha IDs can't receive replies.
    • If any part of your estate does need two way keyword handling (STOP registration, etc.), that has to live on a numeric long/short code, not this Alpha ID separate Sender ID/code entirely if that need exists elsewhere.

    One architecture risk worth flagging explicitly: confirm whether the CPC data your journey checks is synced into SFMC via Marketing Cloud Connector (near real time, so there's a sync lag window) or whether you need a real time lookup back to Service Cloud at send time. Given this is triggered off a same day event (order cancellation → immediate SMS), a same day opt-out landing in that lag window is a plausible edge case worth a decision, not an assumption.

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12 comments
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7 comments
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Our marketing team has been historically creating a new lead for each and every time a person "raises their hand" for a specific product -- like if they filled out a form online or attended a webinar or visited a both, etc. This has resulted in duplicate leads. We are working on correcting this, doing some de-duplication efforts, and making use of campaigns and campaign members to record what marketing interactions a person engaged with. This works but the sticking point is how do we track product interest

-- for example prospect was interested in Product A in January and Product B in July. Could be a current customer or someone we've never done business with before. 

 

My gut reaction is that we use opportunities for this -- every interest in a product is it's own opportunity record that they can work through all the stages -- however sometimes the sales person, account manager, BDR, or Solution Engineer finds out quickly that they are not actually qualified for that product and DQ the "lead" -- if we use opportunities like I was thinking -- we'd have a ton of "garbage" opportunities. 

 

We are migrating from Marketing Cloud Engagment (fka Exact-Target) TO Marketing Cloud Account Engagement (fka Pardot) -- so we are using this as an opportunity to clean house and fix processes 

 

Thoughts/Ideas on how to handle this? 

 

#Marketing Cloud  #Pardot B2b Marketing Automation

4 answers
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Hey admins, 

 

Based on the upcoming mandatory change to enforce an IP allowlist for MCE access (

details here), how are you compiling your IP allowlist? Are you:

  1. Changing to "Log Allowlist Violations" mode so new logins are added to the Access Log, and then reviewing and adding IPs to the allowlist as users log in naturally?
  2. Notifying all of your users that they need to provide their IP(s) up front?

Both seem a little clunky so I'm curious how other admins are approaching it - particularly enterprise orgs with a lot of users (I have over 80 users and didn't qualify for Salesforce's auto-generated IP allowlist recommendations, which is limited to orgs with under 100 IPs). 

 

Thanks for your thoughts!

4 answers
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1 comment
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4 comments
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Hi Team 

 

I have published segment in SFMC from data cloud whihc uses relative attributes of DMOs. Because of these relative attributes the data is coming in JSON format. 

 

I am using SSJS script to parse this data however script worked for few records but failing for large data. I have to parse around 3 lakh records or may be more than that. 

 

Is there any other solution to parse segment data so that I can use it further.

5 answers
  1. Aug 21, 3:23 PM

    Got it - if you need every value, not the latest, then scrap the ROW_NUMBER part. But the batch-time pain is the real signal: SSJS is row-by-row and single-threaded, so parsing every subscriber's JSON in-journey will always be slow (your 20-min batches) and blow the journey timing. The fix is to get that work off SSJS entirely. Two reliable ways, both needing one change: land the related data as ROWS - a normalized child DE, one row per value keyed by SubscriberKey - instead of a JSON array in one cell. 

     

    1. Best for 'all values': AMPscript at send time. Keep that child DE and in the email use LookupRows(childDE, 'SubscriberKey', subkey) with a loop to render all of a subscriber's values inline. Each send only touches that one subscriber's rows - no giant pre-parse job, nothing to time out, and it naturally handles however many values a person has. 

     

    2. Or pre-flatten with a SQL Query Activity. It is set-based (whole dataset at once, minutes not hours), so it scales where SSJS cannot. Concatenate all values per person into one delimited field using the FOR XML PATH pattern - note SFMC's SQL engine does not support STRING_AGG, so FOR XML PATH is the way. Output a flat sendable DE. 

     

    Either path removes the SSJS bottleneck; option 1 usually wins when the value-count per person is unbounded. 

     

    If this sorts it, a Best Answer mark would help the next person hitting the same JB timeout wall 🙂

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Please can you help me in knowing if at all it is possible to connect a  single BU(among 5 BU) of SFMC to multiple data cloud org (dev and test both). I have multi org connector enabled however as per my understanding the multi org connector allows to connect diff CRM orgs to diff BU (one BU >one crm org and not one BU > multiple CRM org)  

 

Can data cloud be connected to only Parent BU or child BU also?

 

I am getting different answers on google and by AI and not sure about this. 

 

#Marketing Cloud #Data Cloud 

5 answers
  1. Lukas Lunow (NoA Ignite) Forum Ambassador
    Aug 21, 7:48 AM

    @Ashwini Bodhade Multi-org connector is usually for pushing data from multiple CRM Orgs into a single SFMC instance, and not for pushing data back to multiple Data Cloud instances, as described here: https://help.salesforce.com/s/articleView?id=mktg.mc_co_multi_org_scenario_examples.htm&type=5

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