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Smart Alert Catalog: Proactive Services for Account Engagement

Fecha de publicación: Jan 23, 2025
Descripción

Interested in our other Smart Alerts? Check out the catalogs for our other products:

⏮ Back to Proactive Services: Monitoring Overview

 

The Signature Success Plan for Marketing Cloud: Account Engagement, comes with Proactive Services and Smart Alerts that will notify you in real-time when your custom salesforce solution has inefficiencies, application performance degradations or errors.

Here is a list of the current smart alerts available through Proactive Services, including their technical descriptions, business impacts, and the insights you will get from each one.

Solución

Performance:

  1. Active Automation Rules
  2. Archived Prospects
  3. Custom Objects per Prospect Account
  4. Custom Objects per Prospect
  5. Email Recipient List Count
  6. Email Suppression List Count
  7. Inactive Engagement Studio Programs
  8. Prospects per Prospect Account
  9. Opportunities per Prospect
  10. Page Views
  11. Prospect Imports
  12. Prospects per Opportunity
  13. Prospects with Excessive Activity
  14. Prospects with Paused Activity
  15. Unarchived Prospects

 

CategoryNameTechnical DescriptionBusiness Impacts Insights Delivered
PerformanceActive Automation RulesAutomation Rules & Dynamic Lists make changes to prospects in your database automatically once the defined criteria is met.Your Account Engagement edition has tight limits on how many Automation rules & Dynamic Lists are active at any given time and can take up a lot of processing. Once a high number of rules has been identified, the active rules may require an audit.
PerformanceArchived ProspectsMarketing Databases need regular cleaning. Archiving prospects is an important part of that for maintaining database health. Proactive Monitoring will notify you in the event there have been a large number of Prospects archived in recent history so the archived prospects can be validated and restored if needed.
PerformanceCustom Objects Per Prospect AccountA large number of custom objects related to a single prospect account can lead to data skew issues.Once a high number of custom objects on a Prospect Account has been identified, action may need to be taken to maintain account efficiency. 
PerformanceCustom Objects Per ProspectA large number of custom objects related to a single prospect can lead to data skew issues.Once a high number of custom objects on a Prospect has been identified, action may need to be taken to maintain account efficiency. 
PerformanceEmail Recipient List CountExtremely large email recipient lists can have a negative impact on the send time.Once identified, the recipient lists for sends may require some optimisation to ensure the right audience is receiving the mails in a timely manner.
PerformanceEmail Suppression List CountSuppression lists omit prospects from list emails. To minimize email send times, ensure the Suppression lists are well managed. Once a large suppression list has been identified, it may require re-evaluation to ensure list accuracy and maintain, or increase, account efficiency.
PerformanceInactive Engagement Studio ProgramsAn inactive program means that in the last 30 days, no new prospects have entered the program.Once inactive programs have been identified, they should be deleted or paused to maintain account efficiency. 
PerformanceProspects Per Prospect AccountA large number of Prospects related to a single prospect account can lead to data skew issues.Once identified, Prospects may need to be redistributed across Prospect Accounts to maintain account efficiency.
PerformanceOpportunities per ProspectA large number of Opportunities related to a single Prospect can lead to data skew issues.Once identified, Opportunities may need to be redistributed across Prospects to maintain account efficiency.
PerformancePage ViewsAn extreme number of page views may indicate bot activity that could be disruptive to visitor tracking.Once identified, review the pages with tracking code to ensure it's only present on high value pages for lead capture.
PerformanceProspect ImportsImporting large volumes of prospects within a 24 hour period can create inefficiencies in your environment.Once identified, review recent imports and any API integrations that may create prospects in order to stay within thresholds and maintain account efficiency.
PerformanceProspects per OpportunityA large number of Prospects related to a single Opportunity can lead to data skew issues.Once identified, Prospects may need to be redistributed across Opportunities to maintain account efficiency.
PerformanceProspects with Excessive ActivityProspects with unusually high levels of activity may cause disruption to activity tracking.Once identified, to present activity tracking being paused, a review of active prospects may be required to maintain tracking.
PerformanceProspects with Paused ActivityProspects who have unusually high levels of activity may become paused.Once Paused Prospects are identified, they should be reviewed and deleted if the unusual activity cannot be explained.
PerformanceUnarchived ProspectsIn order to maintain account efficiency, the no. of unarchived prospects should stay under 25 million.Once identified, active prospects should be reviewed in order to archive eligible prospects and maintain account efficiency.

 

Salesforce may change the Proactive Monitoring, Smart Alert Catalog from time to time in its sole discretion. SFDC will provide customers with advance notice of any planned downtime.

Número del artículo de conocimiento

002183038

 
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