Unlock the Power of Free: How Trying DESelect Segment Can Transform Your Salesforce Marketing Cloud

Anthony Lamot: And a further overview. So already mentioned AppExchange. What I didn’t mention is that most of our solutions are turnkey, so you can just get started with them by yourself. Time to value is very high on our platform, and our typical customers are mid-market and enterprise across a number of industries. We already mentioned our offices. I’m based in Austin today, and Eduardo is based in Antwerp today. And we partner obviously with Salesforce, but we’ve also been teaming up with some of the largest SIS in the world, as well as more boutique consulting firms and agencies. And we have a number of truly fantastic clients that we’re really happy with. And we also have taken the 1% pledge.

Anthony Lamot: So quick overview of our platform. Segment, what we’re gonna be looking at today, allows you to segment with clicks but also has more advanced use cases such as custom calculations and deduplication. Engage, then, which is our send frequency optimization solution, does a little bit more than that too. Like it allows you actually to define engagement rules, so you can control how many communications go to specific people. And these rules can go very granular. On top of that, it will allow you to optimize frequency and prioritize campaigns. And then, lastly, we got search. Very simple. There’s a search bar that we provide directly inside of marketing cloud, and it’s free. It’s instant to use, and it makes your life so much easier. Frankly, I wish I had this when I was still consulting in marketing cloud myself. I see, Edu, you’re smiling.

Eduardo Ruiz de Pascual: Yeah, similar to LinkedIn.

Anthony Lamot: Great, so we’ll do a quick poll here, and I think if all goes well, Edu will be able to pull up the actual poll soon. But meanwhile, our question to you today is, what is your biggest challenge in marketing cloud? And you should be seeing the options right now.

Anthony Lamot: So we’ll give everyone a second to answer.

Eduardo Ruiz de Pascual: Okay, we have five answers so far. Don’t be shy. You can select the one, the most problematic one, let’s say.

Anthony Lamot: Maybe some people don’t know what to choose. Maybe some people are having multiple challenges here.

Eduardo Ruiz de Pascual: There’s a clear winner for now.

Anthony Lamot: Right, Edu, who do you think is the quote-unquote winner of this poll?

Eduardo Ruiz de Pascual: I’m seeing the answers, but yeah, I think sometimes it’s a combination of all of the options we have here. So need for SQL, that obviously reduces the capacity to empower non-technical users. When you have multiple teams involved, it can be very time-consuming.

Eduardo Ruiz de Pascual: So I wonder if people only have one issue, or if it’s a combination?

Anthony Lamot: Then I’ll close the poll here. Then, I think now, people should be able to see the results too. And then meanwhile, I’ll jump to the next slide. Can you talk a bit more to these problems that we customers typically see?

Eduardo Ruiz de Pascual: Yeah, I think the number one option in the previous poll was the inability to empower non-technical marketers. So I think that it’s connected with the first problem that we see here, right? Building segments takes too long because you have to involve multiple teams. You have to involve IT, or someone from the data team to help understand what’s the data source that should be used or even build a segment altogether. That means that, yeah, of course, marketing cannot launch it on their own. So you need to wait on other team priorities and other dependencies, right? And the problem with that is that segments take too long. Campaigns are normally or sometimes not optimized for the ROI marketing needs because they cannot really play around with the segmentations. They have to, yeah, ask IT and hope for the best. So yeah, definitely, campaigns deserve better.

Anthony Lamot: Thank you. And this is, of course, where we’ve introduced Segment and Segment itself has been around for a minute now. And essentially, it allows marketing cloud customers to do smart segmentation. It is a way to do no-code audience segmentation, and it’s fully integrated with marketing cloud. And what that exactly means you’ll see in a second, but the gist of it is that it’s in the same interface, and all the output of your segments is directly accessible in marketing cloud as well. And lastly, it’s also a plug-and-play setup, which you’ll be able to find out if you stick around until the end.

Anthony Lamot: And here’s some research that we’ve done, and we’ve seen with customers where marketers—excuse me, marketing cloud users—who use out-of-the-box features, especially when they’re using things like SQL, or maybe for heavier data loads, they have to rely on FTP processes. They tend to spend a lot of time managing data in marketing cloud. And it’s not only just having to write SQL, having to build a filter, because while these things are time-consuming, it’s not all to it. It can also be things like creating the data extensions, the somewhat limited error handling capability in marketing cloud. So when we assess this, we really make sure we audit all the activities and related activities that go into managing data and building segments. What we have seen is that by eliminating the dependency on IT, and also just having a tool that’s much easier, people can really save significant amounts of time. So, Edu, we have you on the call. Here you are, head of our customer success. So can you tell a little bit about what you have seen, and how this relates to the day-to-day of our customers?

Eduardo Ruiz de Pascual: And I actually really like what you said about SQL, because sometimes we only talk about SQL, right? So it looks like it’s DESelect Segment or SQL, but it’s actually the process of building SQL in marketing cloud that sometimes has some inefficiencies. The fact that you have to build an automation, a data extension, the SQL query itself, and everything’s managed from different places—that drags a lot of inefficiencies that the team has to deal with on a daily basis. And the time you spend on doing those tasks is time you don’t spend somewhere else. And having your data experts struggle with these things that are just, you know, tasks that are not adding any value for your business, is definitely something that is not optimal.

Anthony Lamot: For sure. And I’m glad you pointed out the process because I also want to share this with our audience today. So on this slide you can, it’s a story about campaign velocity, i.e., how fast you can get a campaign out of the door. So let’s start with the bottom. Actually, at the bottom you can see a typical SQL-driven process where there will be some interaction between a marketing team and tech support, let’s say, but these are just labels. There are many names, and sometimes it’s a third party, like a consultant. Sometimes it’s an internal service; sometimes it might be a technical team member, if you’re lucky, and you have that person on your team. But whatever the case may be, there’s usually a process where you need to brief that person. But especially if it’s an IT team or a separate technical team, what that means is that essentially you’re filing a request. Maybe it’s even a ticket. And that team is probably working on a different sprint. So one thing I will never forget, I heard a customer say, was something like, they always tell us it will be done in the next sprint, right? Because these guys get a lot of requests from different angles. So there’s a waiting time. I want to really stress that waiting time because that’s the kind of thing that goes unnoticed, but that’s what’s going to really burn that campaign velocity time and just extend it.

Anywho, at some point that person goes to writing a query that might, you know, take a bit of time in itself. Then that goes back to the marketing person, who meanwhile is also working on other stuff. So again, waiting time, there’s some review, there might be an emergency meeting, meanwhile the deadline is getting closer, the query needs to be adjusted, and then the manager comes in and needs another personalization field. And so it becomes a very stressful process. I’ve seen this myself when I was supporting marketing teams with their campaigns, and we had to write queries. It was very stressful. I remember Friday evenings, sticking late, trying to figure out the data model and working with marketing to get the query done. So that’s how a typical SQL process looks like. But, Edu, maybe you can talk to how it could look like with DESelect.

Eduardo Ruiz de Pascual: Yeah. So when you talk with DESelect, normally all that tech support that you would normally see on a campaign-by-campaign basis is something you can do more maybe at the beginning of the setup. So you can set up some auto, well, not automations, but some templates, some things like that, that can help non-technical users use DESelect. Of course, the fact that DESelect is drag-and-drop makes it much easier to understand for a non-technical user. And then, when you have to create your campaign, it just depends on the marketing team, right? So having fewer stakeholders who need to be involved and align on what needs to be done helps the marketing team generate those selections on their own faster and also iterate, because sometimes you create a selection, you launch the campaign, and then based on the learnings from that campaign, you change the requirements for other campaigns that are coming up, right? So the fact that you can easily iterate and you don’t depend on anyone else really makes things easier internally, but also better for your customers.

Anthony Lamot: Fantastic, and I think this really summarizes very well some of the value a good segmentation solution can bring.

Anthony Lamot: Can you speak a bit to this, Edu?

Eduardo Ruiz de Pascual: Yeah. So basically, the idea here is that when you work with a solution like marketing cloud, you really need to focus on what matters. And again, having to deal with the inefficiencies of the process of building a campaign—we saw it in the previous slide writing. The SQL was just a small box in a very long process, right? It’s hard to focus on that, because there are a lot of inefficiencies that you need to tackle. And yeah, here, if you optimize the technology you’re working with, it means again, your team will spend more time on the things that really matter, and the things that drive ROI for your company.

Anthony Lamot: Absolutely. And what really stands out to me is that even though we’re talking about something very operational where the end users are involved, this hasn’t gone off the radar for people as high as CMOs all the way in the marketing organization as you can see here by this quote from Gartner, who’s done this kind of research. So I think it’s just really interesting that this is a very pervasive problem in the industry.

Anthony Lamot: Now, I want to also immediately address some other things that come up when people start thinking about app exchange, though, and that has to do with security data privacy, because, of course, we are talking about segmentation. We are talking about data. So I want to just highlight this already. For customers who want to think about using DESelect Segment Free is that we are fully ISO 27001, 2, sorry, compliant. We’re also compliant with CCPA, GDPR. And I think what’s also worthwhile seeing is that because we’re on app exchange, we had to go through a Salesforce security review. In fact, we’ve gone through multiple since we have multiple applications, and we’ve released some major updates over the years. And I’m still very proud to say that one thing our Salesforce partner manager once told us that it’s exceptional that a partner always passes the security test on the first go. So I think we can be rightfully very proud of this.

Anthony Lamot: Another question that customers will ask, especially these days, is like, okay. But what about data cloud? Doesn’t data cloud do segmentation? And the answer is, yes, of course, it does, and data cloud is a great platform to unify your data and fuel some of your other Salesforce applications. But we have seen with various customers that there are some limitations to this. And sometimes they are pricing-related because data cloud has a consumption-based pricing model, which means, if you’re going to be segmenting a lot, that’s going to drive up the price. So when it finds out that their data cloud is consumption based, they typically don’t get very excited about marketers using the platform, because, of course, marketers want to experiment with it. And that’s not ideal. The other thing is that data cloud typically gets sold to the CIO, not the CMO, so the typical user is still a bit more technical than someone who will be using marketing cloud. We’ve done a great webinar on this, we’ve written a lot about this, but since we have you on the call, Edu, can you talk a little bit to how you have seen this pan out with our customers?

Eduardo Ruiz de Pascual: Yeah, I think you really give a couple of very important details here. And what we’ve seen customers doing with data cloud and DESelect is that you can very easily split the tasks of what needs to be done for a campaign. So data cloud is great for getting data together and building some master segments. That’s something that the data team can do. Because, you know, there are multiple sources involved. As you said, it’s very technical. Sometimes it’s hard to connect all the different silos that you might have. And with those master segments built, you can push that into marketing cloud, and that can be the starting point for marketers.

That makes things easier, of course, for marketing, because they have fewer tables they have to work with. It’s probably optimized for them. But it also makes more sense in terms of cost because you optimize the credits you expand in data cloud. As you said, it’s consumption based. So you limit the credits you consume to building those master segments, and then you let marketing play around in a place where they are already used to work right, like marketing cloud and DESelect and they can do that in the in Salesforce marketing cloud, with the DESelect Segment.

Anthony Lamot: Sure. Thank you, Eduardo. I think here’s a great example, too, of a customer happily using DESelect segments.

Eduardo Ruiz de Pascual: Yeah, we had this great success story with Brad from Camping World. I think here it’s a great example of what we’re talking before about velocity and involving fewer teams to optimize the overall process. You can see how they reduced the campaign planning from 3 to 14 days to less than 24 hours. They were also able to automate most of their selections, because what we’ve seen—and I’m pretty sure some people on this call have the same—you have some recurring campaigns, right? Like newsletters or monthly emails, or things like that that you can easily automate instead of having to build it every time, or instead of having to raise a different ticket for every newsletter. If you create a selection, you’re happy with that segmentation, you can automate that and think about something else. So yeah, it was a great success story, very happy with what Camping World is doing with DESelect Segment.

Anthony Lamot: Couldn’t agree more, and I also had the pleasure of being on stage at Salesforce Connections with Brad, who brought the story live there so fantastic. Another customer that we’re very proud of, especially for the results we’ve been able to help them achieve, is Home Chef.

Anthony Lamot: So Home Chef, a very well-known food delivery service, has been using DESelect Segment to really generate a lift in revenue per customer. By being just way more targeted, way more specific, they actually saw more revenue per customer, which I think is an awesome result. In fact, this customer success story was directly responsible for us getting the Salesforce Innovation Award earlier this year. So proud in many ways. They’ve been doing daily segmentation of 5 million records by their non-technical marketers, where before they were very technically dependent. And yeah, another great success story. I’ll pass the ball back to you, Eduardo.

Eduardo Ruiz de Pascual: Yes, and I’m actually very happy about this one with National Kidney Foundation and Sarah’s team. Because I think we, as I said before, we often talk about SQL, right, and reducing the need for SQL for non-technical teams. But I also like the angle of this success story, where National Kidney Foundation was able to increase their personalization efforts by reducing the need for Ampscript. So Ampscript is another very technical knowledge used in campaigns to, you know, personalize the content, as you might know, and using DESelect Segment can reduce the need for very hard and complex statements. And that’s exactly what National Kidney Foundation is doing. And yeah, I think it’s another great example of one of those hidden values that you can get with DESelect.

Anthony Lamot: That’s great!

Eduardo Ruiz de Pascual: All right, time for a short demo.

Anthony Lamot: Absolutely. Let’s do it. I’ll stop sharing my screen. I’ll pass it to you, Eduardo.

Eduardo Ruiz de Pascual: Okay, awesome. So today, I’m going to show how to build a very simple selection using DESelect Segment. Oh, you can see my screen right?

Anthony Lamot: Yes.

Eduardo Ruiz de Pascual: Okay, awesome. So here we’re in DESelect Segment inside Marketing Cloud. If you don’t have DESelect Segment, it’s fully integrated in Marketing Cloud. So here, if you go to Marketing Cloud and hover over the App Exchange, you would have DESelect Segment right here, so you don’t need a different login, or you don’t need to go anywhere else. It’s just where you where you normally work. And here what I’m going to do is just create a campaign, for example—sorry—a segment to send an email for the campaign members of a given campaign, right?

So what I’m going to do is first create a new selection. So I click here and create new. I’m going to give it a name, and once I click save, I will be redirected to the screen where I can create my selection. Now, in this example, we’re going to build it from scratch, but what you will see is that after some time of building your campaigns, you will have some selections already built, and you can copy-paste, which is super fast. And you can start from something that you did previously. But today, let’s show how to do it from scratch.

So here, when I’m building a campaign, or a selection, the first thing I have to do is select the data sources—basically the data extensions I want to use to work. And here, I’m going to select the data extension where I have all my contacts. So I come here under available data extensions, and I can just look for one data extension. In my case, it’s called PE underscore contacts. And when I find it, I can just drag and drop it to the selected data sources, right? So I just do that. Click save here. You can see that all along, while I use the product, I have a lot of tips showing what needs to be done so that also helps first-time users and non-technical users understand what needs to be done. But in this case, yeah, I just need this data extension—the data extension of contacts. So once I’m happy with this, I can go down here and click on filters.

And this is where the magic happens. Right here you can start adding all the filters that you need for your segment. Because I selected the contact data extension, I’m able to filter on any field from this data extension. I’m going to keep it simple. So let’s say constant equals to true and email address is not empty. So I just drag and drop email address and say here is not empty. Right? You have a lot of different filter options depending on the field that you select.

Eduardo Ruiz de Pascual: And you also see that down here we have related records. This means that I connected some data extensions that I normally use. So, for example, I connected the send data view, the loyalty table, other information. I have included the campaign member. So if I want to do filters over contacts and other data extensions, I can easily do it by dragging and dropping the data extension I want—in my case, campaign member—into the filter section.

Eduardo Ruiz de Pascual: And it’s going to build something like this: give me contacts that have at least one campaign member, right? So that would be an inclusion. You can also do straightforward exclusions with this if I change “at least” to “none,” for example. So you can exclude people from a campaign, people from a send, or people who didn’t open an email or things like that. But for now, I’m going to keep it with “at least one.” And then, if I click on this funnel icon, I will be able to further segment the campaign members I’m interested in. So I click here, see the fields from campaign member, and say, okay, I’m just interested in campaign members with Campaign 2, for example.

Eduardo Ruiz de Pascual: Now I’m ready to go, right? I prepared my filters. I selected the data extension I needed. I added all the filters I want to apply, so the next step would be to define the output.

Eduardo Ruiz de Pascual: The output is where you want to store the results. Now, if you’re normally segmenting in SQL, you have to go to a different place—you have to go to Email Studio, right, to build your data extension. But with DESelect Segment, we try to centralize everything in one place. So you don’t need to leave DESelect, and we take care of everything else. From here, I would be able to create a data extension from scratch.

Eduardo Ruiz de Pascual: When I do this, it just copies the name of the selection into the name field. I’m going to keep that and make it sendable because I’m going to use this for an email send I have later this week.

Eduardo Ruiz de Pascual: When I click on continue, I can easily start adding fields to this data extension that I just created. I can add, for example, the contact ID, email address, and first name, because that’s what I’m going to use for personalization.

Anthony Lamot: We have a question in the chat that might be good to address right now. So, Tom is asking, where did you access the DESelect Segment screen that you’re on? Can you shed some light on that?

Eduardo Ruiz de Pascual: Sure, great question. So here, if you log into Marketing Cloud, there’s a section called App Exchange, and down here you can see all the apps you downloaded from the App Exchange. So when you install DESelect Segment Free or DESelect Segment in general, you will see DESelect Segment as an option, and when you click on it, you’re redirected to this UI.

Anthony Lamot: Needless to say, but for this, you need to install it from the App Exchange. We’ll show that later as well, and anyone who likes to try it on the spot—if you have your Marketing Cloud org handy, or maybe have a demo account in case of a partner—you can stick around to try that, or you can even just try it right now. If you have any questions later, we’ll be happy to give you some live support. And I see Tom’s writing, “Got it, thanks.” So you’re welcome, Tom.

Eduardo Ruiz de Pascual: Thank you for the question, Tom.

Eduardo Ruiz de Pascual: Great. So here, as I was saying, you can add as many fields as you need. In the previous step, I didn’t show it because I don’t want to make the demo too complex. But you can also combine different data extensions. So here you will be able to add fields from different data extensions as well. And that’s very handy for personalization, if you need to.

Eduardo Ruiz de Pascual: Once I’m happy with the structure of my data extension, you can see I didn’t provide the name of the fields in the new data extension, I didn’t provide the field types, and I didn’t specify if they are primary keys or not. That’s because DESelect is doing all the hard work for me. Basically, it’s copying the same settings that I have from the fields I’m selecting. So I don’t even have to think about that anymore.

Eduardo Ruiz de Pascual: When I click on save data extension, it’s going to create the data extension for me in Email Studio, in Salesforce Marketing Cloud environment. So again, you don’t need to leave DESelect Segment. From here, you will also be able to check the data extension that was created. But I don’t need to do that right now, so I will move on to the next step, which is a preview.

Eduardo Ruiz de Pascual: A preview, as it says in this tip—and I really like that it’s a safe place—basically, we’re going to try to get the results for the filter we have just created. You can see here, Deedee chilling. Maybe it’s a bit too cold to be on the beach now, at least in this part of the world, but here you will see that DESelect generates the SQL query for you. So what DESelect Segment does is, based on everything that we selected before, it’s going to generate a SQL query that you can actually access from this screen. If you’re technical, or if you’re trying to learn—we’ve had some feedback from customers who are trying to learn SQL using this. So you’re welcome to see the SQL that is used here.

Eduardo Ruiz de Pascual: As soon as the query finishes, you will be able to see the results. In this case, it’s a demo environment, so we only have two records. But you will be able to see this preview of the different records that were generated.

Eduardo Ruiz de Pascual: I see there’s a question about whether DESelect is able to fetch values from picklist fields when adding criteria. The answer is yes, that’s one of the features we have. You can create picklists over fields, and it will display all the available values for that field. It’s part of one of our paid editions. But yeah, we do have that feature, Orlando. Thank you for the question.

Eduardo Ruiz de Pascual: Alright. So here, I did the preview. I can see if I was expecting two records or more, I don’t know. And once I’m happy with the results, I can either go back—as you can see, it’s a back and forth process. It’s very useful because, again, you don’t need to leave DESelect. You can run the preview, see if the records match what you expect. If they don’t, you can go back, change a couple of things, run it again, wait, and see the results. And once you are done with that, and you’re happy with the results you’re getting, then you can just run your selection.

Eduardo Ruiz de Pascual: In that case, DESelect will start processing the selection that we have just created. Let me actually move it to the right folder. Here, you can see that the status is running. Once it’s done, I will be able to see the number of records I got from this selection, and the data extension will be ready to use in any campaign. So if you want to connect it to a journey or a single send, you can use this data extension wherever you need it in Marketing Cloud.

Anthony Lamot: Alright, awesome. If anyone still has questions, feel free to add them. Meanwhile, I’ll go back to the slides. Okay, just a few more things.

Anthony Lamot: So first off, what do other people say about it? Here you can read a few of the many great reviews that we have on AppExchange. Is there some kind of feedback that you, you know, really appreciate, Eduardo?

Eduardo Ruiz de Pascual: Well, I actually love the review from Andrea, saying, “Now I’m a genius.” I really like that customers feel that way. I really think the great thing about DESelect is that it empowers marketers. In many of these reviews, you can see they also mention the support. Because, how we understand customer success is that we’re here for our customers. So if they have any issue, they have any question, we’re here to help. Actually, when you get DESelect Segment Free, you have access to chat support if needed. If you have any questions, even before the installation, you can reach out to us, and we’ll be happy to help.

Eduardo Ruiz de Pascual: So yeah, very proud of these reviews.

Anthony Lamot: I really like how some customers will say that we help their non-technical marketers become data experts. I think that the most profound but least obvious thing about the DESelect platform—where you would expect that, okay, even the technical marketers can now segment faster because they don’t have to write SQL, they can just drag and drop, and it’s more reusable, less bug-prone, and all that good stuff. Now you also have non-technical marketers who don’t have to ask IT or anyone technical to create the queries for them.

But as a side effect, as they get more hands-on, suddenly data is no longer scary, and they actually start to understand what’s in their database. And honestly, how can you do really great marketing if you don’t know what data you have accessible? Because so much personalization and targeting is driven by it. Being familiar with your data will make you a better marketer, and that’s why I’m really proud that we have accomplished that. And the frequent feedback on good customer support, I think, is definitely one thing that we value highly.

Anthony Lamot: As I started this presentation, I mentioned we would show you how you can install this. This will be a shorter demo because it’s not a long process, but we encourage anyone on the call today to try it. You can either navigate directly to AppExchange, use the QR code here, or follow the link in the chat. If you’d like to try it now, feel free.

Anthony Lamot: So with DESelect Segment Free, which you can get off AppExchange, you can create up to 10 selections monthly per BU, and you can have up to 2 active BUs. And then we also have, I believe, a limit of 5 users. I want to say 3 users…looking at Eduardo here.

Eduardo Ruiz de Pascual: Yes, 3 users.

Anthony Lamot: 3 users, yes. But beyond those limits, you can use it eternally. If you never hit those limits, that’s great—good for you! Keep using the product, spread the word, and you can do unlimited joins, unlimited filters, and unlimited previews.

Anthony Lamot: So I see we have some questions, but unless you want to jump on any of those, Edu, I’ll jump to the installation.

Eduardo Ruiz de Pascual: Yeah, I’ll do the installation, Orlando. I think your question is great, but if you don’t mind, maybe we can answer it later in the Q&A, because I think it’s more specific to a use case.

Eduardo Ruiz de Pascual: So yeah, before we jump into that, let me share my screen again, so I can show this part. So again, if you’re in Marketing Cloud, and here, when you hover over the AppExchange, you don’t see DESelect Segment—that’s normal, because we first need to install the package. Let me say first that in order to install the package, you need to be an Admin user in your Marketing Cloud environment. So if you’re not an admin, you might want to ping your admin colleagues to support you with this. If you click on the AppExchange, you will be redirected to the main screen of the AppExchange, where there are a lot of partners. But here you can look for DESelect Segment.

Eduardo Ruiz de Pascual: And you will see all the other DESelect packages appear as well, but if we click on DESelect Segment, you’ll have the option to “Get It Now.”

Eduardo Ruiz de Pascual: As soon as you do this, as soon as you click on “Get It Now,” it will ask you to log in if you’re not logged in, and it will redirect you to your organization, where you will see the install package that will be installed as part of the setup of DESelect Segment. And once you click on install, you will be able to control the access of the different users to it.

Eduardo Ruiz de Pascual: So there was a question in the chat about, “I installed the package, but I cannot see it.” Let me show you why that could be. If we go to Setup—this is the page where you will be redirected, by the way.

Eduardo Ruiz de Pascual: Here, if you go to the “Installed Packages” section—so “Apps,” then “Installed Packages”—you will see the ones you already have. In your case, Orlando, since you installed it, you might find it here. If you’re just installing it, don’t worry. You don’t need to get here; Salesforce will take you here when you click on “Get It Now.”

Eduardo Ruiz de Pascual: When you click on one of the packages, you will be able to control who has access to it. As Anthony was saying, the Free edition only allows for 3 users. So you might want to control who has access so you can test it out first before rolling it out to the rest of the users.

Eduardo Ruiz de Pascual: Here, again, it’s a demo environment, so we have a lot of stuff. But if you open one of the packages here, this is where you will be redirected, and if you go to the “Access” tab, you can control who is licensed. As you can see, we have all current and future users licensed, but it could happen that in your case, you see a list of business units here, and you will have to enable users manually.

Eduardo Ruiz de Pascual: Once you do that, that user will probably need to refresh the page. You don’t need to log out and log in, just refresh the page, and after that, you will be able to see DESelect Segment here in the dropdown of the AppExchange.

Anthony Lamot: Great. And Edu, can you maybe also shed some light on how people can get help just in case they do get stuck after this call, or for anyone watching this recording later?

Eduardo Ruiz de Pascual: That’s a great question. You can always reach out to DESelect using our email, support@DESelect.com. Send an email there, and you will get support as soon as possible. Also, when you’re inside the app and using DESelect Segment, you will have some content that can help you out. So from here, you will have access to our support portal, where we have tons of articles about a lot of use cases and also most common issues that you might have. Here on the right panel, you will be able to access the Resource Center, where you can share your feedback, become an expert, and train yourself on DESelect Segment, and stay up to date with the latest announcements.

Eduardo Ruiz de Pascual: As I’ve said, if you need any help, support@DESelect.com is the place to go.

Anthony Lamot: That’s great, and if it wasn’t clear yet, the support also extends to all our Free users. It’s not limited to those who have a paid plan.

Anthony Lamot: Really awesome. So I’m curious if anyone else is also trying installation. If so, give us a little shout or a thumbs up in the chat. We’d love to hear how that’s going for you.

Anthony Lamot: Meanwhile, now is maybe a good time to look at Orlando’s earlier question. So Orlando was asking, is it common or best practice to join with child objects, for instance, opportunities or order line items? So, Orlando, if it’s best practice, I would say it depends. It always goes back to what you want to communicate and what you want to do.

Anthony Lamot: But if it’s common, yeah, absolutely. And I think, arguably, yes, it is a best practice, because these days, customers respond so much better to personalization. It’s very competitive out there in terms of digital marketing—just look at your own personal inbox! I think only today, already, I got 100 emails. So to vie for attention, having the best targeting and the best personalization goes a long way.

Anthony Lamot: This is why customers so frequently want to join their data from child objects like opportunity, like order line items. And especially in Salesforce Marketing Cloud, where you have such great freedom in how you want to define your data model—meaning you can create any data extension you want. And the vast majority of customers will connect it to something like Service Cloud or Sales Cloud. Or maybe they’re even using another, quote-unquote, third-party product, like Microsoft Dynamics or a data lake like Snowflake. But they’ll typically bring in multiple data extensions that have some relation to each other. So yes, joining that data is really, really key.

Anthony Lamot: Cool! So I think we’ve covered everything. Anything else still top of mind for you, Edu?

Anthony Lamot: We can always stick around for another 5 minutes for those who want to try. We can make ourselves available to be your live support agent.

Eduardo Ruiz de Pascual: Yeah, indeed. If you’re trying to install right now, and if you have any issue or question, now is the time—I’m still here on the call, so happy to help. Or, based on the demo we’ve done—I know it was a quick demo—but if you have any questions, you can also ask now.

Anthony Lamot: Excellent. Then we will end the official webinar now. So I want to thank you for your attention. But we’ll stick around. We’ll stick around for maybe another 5-10 minutes, see if anyone has questions, and if so, we’ll be more than happy to answer them.