Salesforce and CRMs

Infographic: Field Service for Hurricane Response

October 27, 2021·Salesforce Field Service allows companies to manage Service Technicians and make scheduling more efficient. This can be especially helpful when dealing with emergency-recovery situations, like after hurricanes and other natural... Read More

by Ishandeep Babbar

So You Want To Be A Salesforce Admin?

Pass Your Admin Exam and Get Started in Your Salesforce Career You’ve done the research and crunched the numbers. You know that the Salesforce economy is going to create 9...

Preparing Data Using CRM Analytics: A Sample Recipe

Einstein Discovery (ED) is an AI-driven analytics platform that allows Users to get deeper insights and predictions out of their data, based on historical data without having to build complicated...

5 Reasons to Start Using Pardot Lightning

Salesforce Lightning is the future – that is one thing we can all agree on. (If you are still using Salesforce Classic, it’s time to consider an upgrade.) The Pardot...

Using Salesforce Field Service for Post-Hurricane Recovery

CloudPower is a large electricity company that serves parts of Canada and the United States. Last year, damage from hurricanes destroyed power lines and other infrastructure, resulting in tens of...

The Customer Data Problem & Salesforce CDP

The CDP acronym has emerged in recent years as yet another must-have TLA (or ‘three letter acronym’) that every marketing team simply cannot live without. In this article, I explain...

Preparing for the Cookieless Web

A Shift Towards First and Second Party Data Many predict that the removal of third party cookies from the web will change the entire advertising landscape. Some have even dubbed...

Restricting Sensitive Data in Salesforce with Restriction Rules

Introduction As part of the Summer ‘21 Release, Salesforce announced the new Restriction Rules (Beta) feature. This new feature provides an additional layer of security on top of the existing...

Moving to an Event-Driven Architecture with Platform Events

What is Event-Driven Architecture? Event-Driven Architecture refers to reacting to a notably defined change of state vs. reacting to direct Data Manipulation Language (DML) statements. Event-Driven Architecture aims to break...

Register Today: Learn SSJS from Salesforce MVP Eliot Harper

In this intensive online course, you will learn how to leverage Server-Side JavaScript (SSJS) to build sophisticated microsites and marketing automation processes in Salesforce Marketing Cloud. The course includes two...

Getting Started with Pardot

The Ultimate Pardot Resource Guide This blog post is intended for marketing automation specialists switching to Pardot from another marketing automation platform, or anyone else who would like to learn...

The W5 (and How) of Anti-Spam Compliance

As businesses grow and expand their reach internationally, compliance becomes increasingly important. Email compliance is an essential element of any successful long term marketing strategy; but complying with various anti-spam...

Introducing Health Check for Salesforce Marketing Cloud

Identify key issues in your Salesforce Marketing Cloud account with an easy-to-use App. We’re excited to announce that Health Check for Salesforce Marketing Cloud is now available on the Salesforce...