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How to Customize Primary Source on Opportunities with Salesforce Flow

Mike Morris

How to Customize Primary Source on Opportunities with Salesforce Flow

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 […]
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Marketing Cloud Growth Edition: A Guide to Fit and Engagement Scoring

Cara Weese

Marketing Cloud Growth Edition: A Guide to Fit and Engagement Scoring

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 […]
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Salesforce Campaign Hierarchy Report: See the Impact of Related Campaigns

Theron Troxel

Salesforce Campaign Hierarchy Report: See the Impact of Related Campaigns

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 […]
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Getting Started with Einstein for Flow

Heather Rinke

Getting Started with Einstein for Flow

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 […]
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All the Ways to Collect Customer Feedback With Salesforce Forms

Alice Meyer

All the Ways to Collect Customer Feedback With Salesforce Forms

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, […]
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Mastering Marketing Cloud Intelligence Part 2: Maximize Platform Performance

Aaron Stayman

Mastering Marketing Cloud Intelligence Part 2: Maximize Platform Performance

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 […]
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The Wait is Over: Send Operational Emails from Engagement Studio

Mike Brazitis

The Wait is Over: Send Operational Emails from Engagement Studio

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 […]
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I Exceeded My Account Engagement Mailable Database Limit. Now What?

Stacy Schuler

I Exceeded My Account Engagement Mailable Database Limit. Now What?

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 […]
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3 Quick ABM Strategy Wins for Your Email Campaigns

Kelly Ryan

3 Quick ABM Strategy Wins for Your Email Campaigns

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 […]
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Salesforce Summer ‘24 Release Highlights: Platform Updates

Heather Rinke

Salesforce Summer ‘24 Release Highlights: Platform Updates

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 […]
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Author Spotlight

Jenna Molby

Jenna is a marketing operations leader with over ten years of B2B and B2C experience working on both the agency and client sides. She has been responsible for several different areas in the past, including web development, design, email marketing, marketing automation, and demand generation.

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2015