I recently ran into a situation where a client needed to exclude select campaign types from being populated as the Primary Campaign Source field on opportunities. While this might sound unusual on the surface, the use case was very logical and likely impacts other organizations too. Read on to learn how we solved it to […]

Personalized marketing can make a significant impact on customer engagement and business growth. According to a recent study, personalized marketing can boost ROI by up to 20%. One of the most effective ways to achieve this personalization is by scoring leads and contacts based on their engagement and fit with your ideal customer profile. This […]

Today, I’m excited to share how you can create a comprehensive Salesforce campaign hierarchy report that groups by grandparent, parent, and child levels (hierarchy) on the Campaign Object in Salesforce. This type of report can show various metrics, including different campaign amounts and opportunity values along with displaying subtotals and totals. The greatest advantage this […]

In the Summer ‘24 Release, Salesforce launched the beta version of Einstein for Flow, which is a generative AI tool that helps Salesforce admins, regardless of their programming experience, to easily create functional Salesforce Flows via natural language prompts.  New to Flow? Check out An Introductory Guide to Salesforce Flow for Marketers How Einstein for […]

Collecting customer feedback can be a transformative tool that propels your business to new heights, and getting customer feedback through Salesforce is possible through a few methods. Armed with the right feedback, you have everything you need to address customer pain points and capitalize on your biggest strengths.  Without sending surveys and gathering quality feedback, […]

It’s time for part two of our three-part series on getting the most out of your Salesforce Marketing Cloud Intelligence, or Datorama, instance. Part 1 of the series touched on little tricks and shortcuts to success with data ingestion and transformation. Today, I’ll be going through how you can speed up the platform for yourself […]

The Salesforce Summer ’24 release notes have arrived, and with them, the delivery of one of the most highly sought-after Marketing Cloud Account Engagement (MCAE/Pardot) features ever requested. In fact, sending operational emails in Engagement Studio functionality has garnered the fifth most points in the Account Engagement category on the IdeaExchange. What is an Operational […]

Uh-oh. You just received an email from Salesforce saying you have exceeded your Marketing Cloud Account Engagement (Pardot) mailable database limit. That means if you don’t reduce the amount of mailable prospects in your database quickly, it’s going to cost you.  Or maybe you were “just checking” one day & noticed that your Mailable Database […]

Your boss has told you to ‘do ABM.’ Great. Instead of ripping out your current marketing and sales campaigns, here are three quick ways to apply ABM strategies to your email campaigns. What is account-based marketing (ABM)? Let’s go over what ABM is and what it isn’t at a high level first. ABM stands for […]

The Salesforce Summer ‘24 Release is on its way! Let’s dive into the top declarative features and updates for admins. In line with messaging from Salesforce, the Summer ‘24 Release includes new and enhanced features that all center on the relationships between CRM, data, AI, and trust. Salesforce Summer ’24 Highlights Security & Access Get […]