by Pascale Gieryn | Jan 28, 2024 | General, Marketing
With Email domains getting stricter about what and who they let into recipients’ inboxes, Marketing automation platforms like Pardot, HubSpot, Outreach, and SendWithus (to only name a few) are taking steps to make sure we are ahead of the curve. For those that...
by Rebecca Heald | Jul 26, 2023 | Additional Salesforce Features, General, Salesforce Administration, Starter Administration
Experience Cloud Licenses are authenticated member or login-based licenses that are assigned to a specific external user who accesses a community over time. This short article summarises vital information about the current Experience Site Licenses available. For...
by Rebecca Heald | Jul 16, 2023 | Marketing, Marketing Cloud
For reporting on sends and journeys you have a selection of standard Marketing Cloud reports that are located in Email Studio under the Tracking menu. Additionally, if you have access to Datorama, you will have key dashboards and pivot table reporting available. You...
by Rebecca Heald | Jul 10, 2023 | Marketing, Marketing Cloud
Gaining insights into your prospects within Marketing Cloud is possible with a number of tools integrated into Marketing Cloud. We can use these insights to build better relationships with our audiences through customised journeys. Analytics builder helps with...
by Rebecca Heald | Jul 2, 2023 | Marketing, Marketing Cloud
Datorama is the addition to the Marketing Cloud suite that replaces the end-of-life Discover Reporting. Discover Reporting Tool support and updates are scheduled to end as of 21st April 2022. An overview of Email Reports is here. An overview of Analytics Builder...
by Pascale Gieryn | May 23, 2023 | General, Salesforce Administration, Salesforce Certifications, Starter Administration
Salesforce recently released the Salesforce Associate Exam to bridge the gap between logging in for the first time in Salesforce and becoming a superuser of your Salesforce instance. You can skip this exam and go straight to the Salesforce Administrator Certification...
by Rebecca Heald | May 23, 2023 | Additional Salesforce Features, General, Salesforce Administration, Starter Administration
There are several ways to connect two Salesforce orgs. The method you choose depends on the business’s needs and technical expertise available. These are: event-based integration using Change Data Capture or Platform Events, an API Integration, and middleware...
by Rebecca Heald | Nov 25, 2022 | Additional Salesforce Features, Salesforce Administration
The Actionable Relationship Center helps advisors to manage relationships in one location. The Actionable Relationship Center displays Financial Services Cloud packaged relationships as well as those that come out of the box with Salesforce. They are represented in a...
by Rebecca Heald | Nov 18, 2022 | Additional Salesforce Features, Salesforce Administration
A Lightning Record page component that comes with Financial Services Cloud is the Life Events and Milestones component. It helps provide an overview of a person’s professional or personal milestones (think births, home moves, and life-changing surgery). For...
by Rebecca Heald | Nov 17, 2022 | Additional Salesforce Features, Salesforce Administration
This is a short article about Financial Goals in Financial Services Cloud. Their purpose is to enable a user to track their customers’ saving related goals. A user can speak with their customer to capture their wishes and goals for the future and track towards...
