News & Updates

Register Now: Preference Management Best Practices Webinar!

November 9, 2020·Upcoming Webinar: Preference Management Best Practices with Salesforce featuring Salesforce MVP, Eliot Harper, and Director, Salesforce Marketing Cloud, Greg Bates. In this webinar, you will learn how to effectively... Read More

by Jon McGinley

Tableau CRM: Using Dataset Builder, Dataflows, and Recipes

If you’re just getting started with Tableau CRM (formerly Einstein Analytics), we’ve written a comprehensive blog post to help you do just that. In today’s post, however, we’ll be taking...

Pardot Lead Scoring: Best Practices for Enterprises

Pardot lead scoring is a powerful way for enterprise marketers to track prospects, segment leads by level of interest in order to deliver tailored content, and qualify leads so they...

Managing Consent with Salesforce Webinar

Upcoming Webinar: Managing Consent with Salesforce featuring Salesforce MVP, Eliot Harper, and Salesforce System Architect, Ryan O’Sullivan. In this webinar you will discover the consent management objects in Salesforce, and...

Mastering Salesforce Consent Management

In my previous post, I explained current and emerging data protection regulations and the different considerations when designing and implementing a consent management framework. In this post, I explain how...

Salesforce Admins Podcast: Trust Champion Prag Ravichandran

This Salesforce Admin podcast features Trust Champion Prag Ravichandran and talks about good Salesforce security practices focusing on multi-factor authentication. A little bit of background on the speaker, Prag is...

MarTech in the Era of Consent

We provide our consent every day, often without a second thought. We’ve adapted to automatically clicking through distracting ‘accept’ buttons on website pop-ups, or those obligatory checkboxes when completing various...

Salesforce Quip Summer ‘20 Release: Here’s What You Need to Know

In April 2020, Salesforce Quip announced they were offering Quip for free to help teams working from home collaborate seamlessly. This post shares our team’s top three favorite features from...

Salesforce Summer ‘20 Release: Here’s What You Need to Know

In advance of each Salesforce release, our team spends hours reviewing the new features, changes, and announcements. Last year, in the spirit of Ohana, we decided to start sharing these...

Salesforce Security: Why Enterprises Need A Tiered Administrator Structure

Does it really matter how many users in your Salesforce org have administrative permissions? Are there risks associated with having too many Salesforce Admins? If so, how can we mitigate...

New Template: Salesforce Data Retention and Destruction policy

Our newest resource is a template designed to help enterprise Salesforce teams develop their own Salesforce Data Retention and Destruction policy. As the hub of customer data, Salesforce is a...

Securing Data in Motion With Salesforce Marketing Cloud

In this post, we look at how to move data in and out of Salesforce Marketing Cloud securely. When designing data exchange processes between Salesforce Marketing Cloud and external platforms,...

Einstein Email and Web Recommendations for Salesforce Marketing Cloud

The recording below is the first episode of the Master Einstein for Salesforce Marketing Cloud webinar series hosted by Salesforce MVP Eliot Harper. In this video, Eliot Harper provides an in-depth...