November 2021 Features in Interaction Studio

Update Your Launcher Extension by 12/31/2021

The Salesforce Interactions SDK Launcher replaces the Evergage Launcher and is now available in the Salesforce Chrome Store. With the new SDK Launcher, your Customer Data Platform users now have access to a sitemap editor. There's no change to functionality for your Interaction Studio users.

When: The Evergage Launcher extension expires on December 31, 2021.

Where: This change applies to the Interaction Studio Campaigns and Templates system. With Interaction Studio Classic, use the existing Evergage Visual Editor Chrome extension.

How: Remove the Evergage Launcher extension from chrome://extensions/. Then add the SDK Launcher from the Salesforce Chrome Store.

Time Your Campaign Launch with Campaign Scheduler

Use the Campaign Scheduler to select the dates and times that your web and server-side campaigns show to qualified visitors. Campaign Scheduler rules are similar to campaign qualification rules. You can schedule campaigns to run between dates, on days of the week, and hours of the day.

Where: This change applies to the Interaction Studio Campaigns and Templates system.

How: From a web or server-side campaign, in Campaign Targeting | Add Rule. Select Date Range or Time of Day and the configuration options that fit your campaign.

Permit Connections to Your Data Warehouse with an IP Allowlist

Use the Data Warehouse IP Allowlist to improve system security and help prevent unauthorized access to your Interaction Studio Data Warehouse. After an administrator adds an IP range, Interaction Studio permits connections only from the IP ranges on the allowlist. If your allowlist is empty, Interaction Studio doesn’t accept connections from any IP address.

Who: To add IP addresses to the Data Warehouse IP Allowlist, you need administrator permissions for Interaction Studio.

How: From the main navigation, select Security | Manage Data Warehouse. On the Data Warehouse IP Allowlist tab, add an IPv4 or IPv6 range in CIDR notation with a short description.

Improve System Security with an SFTP IP Allowlist

Use an SFTP IP Allowlist to improve system security and to help prevent unauthorized access to your SFTP account. After an administrator adds at least one IP address or range, Interaction Studio permits connections only from the IP addresses and ranges on the allowlist. If your allowlist is empty, Interaction Studio permits connections from any IP address.

Who: To add IP addresses to the SFTP IP Allowlist, you need administrator permissions for Interaction Studio.

How: From the main navigation, select Security | Manage SFTP Configuration. On the SFTP IP Allowlist tab, add an IP address or range in CIDR notation with a short description.