Jake Gibbs | January 24, 2017
Let’s not dilly dally and get right to the point: bad naming conventions and account structure make managing your Salesforce Marketing Cloud a real pain in the keister for you and your teammates. The problem is only compounded the larger your team, the more complex your business, and the more emails, automations, triggers, and portfolio items you add over time.
So let’s go through a few practical principles of improving your naming convention and your account organization to make finding, editing, and managing assets a breeze.
Now check out this tutorial on actually implementing an organizational and naming structure. Happy organizing!
Check out this video on setting up organized folder structures inside of Salesforce.
Jake Gibbs is a Design Specialist at ListEngage and an expert at designing and building elegant, cross-platform compatible, mobile responsive emails and landing pages on the Salesforce Marketing Cloud. From brainstorming and ideation to polishing the final product, he loves the creative process. Jake has worked with more than 60 clients since joining ListEngage in 2014. Some of his projects have included L’Oreal, Vanguard, Carhartt, Harvard Business School, RCI/Wyndham, Huggies, and Planet Fitness.