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 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 Pascale Gieryn | Aug 31, 2022 | Additional Salesforce Features, General, Marketing, Salesforce Administration
The Mailchimp integration allows marketers to segment data within Salesforce! Marketers can send these segmented, up-to-date sets of data (called Queries) straight into Mailchimp for use as a sending list for a campaign. In this article, you will find 3 ways of...
by Claire Richard | Jun 13, 2022 | General, Starter Administration
This is the continuity & end of the article Basic User Experience & Interface Tips | Part 1. Here is what is going to be covered: List Views: easily filter down dataPage Layout: break those fields up nicelyLightning Pages: streamline them! 1. List Views:...
by Claire Richard | Mar 31, 2022 | General, Supercharged Administration
TIPS & TRICKS #FLOW Use Case A company has created a custom object linked to the Lead & needs those records to be parented to the Opportunity upon conversionThe Opportunity relationship field should not be visible on the child records when still on the Lead...
