Salesforce Summer ‘24 release notes are out! Let’s dive into the latest features Account Engagement marketers need to know about.  Send Operational Emails with Engagement Studio Marketers can now send Operational (aka Transactional) emails via Engagement Studio Programs! This is a game changer for any orgs that need to send renewal reminders, shipping notices, invoices […]

Even though Marketing Cloud Growth Edition just launched in February, it’s already receiving a ton of new features as part of the Salesforce Summer ‘24 release! I feel like this will be par for the course for Growth Edition and I personally cannot wait to see what this application will be able to do by […]

If you’re like many, setting up an SMS program is not part of your everyday tasks. And if I were a betting woman (I’m not), I’d bet you’ve likely never done it before. If you have, then you likely need a refresh. Moreover, if you have an existing SMS program and now find yourself in […]

In the age of big data, effective audience segmentation strategies are the key to unlocking the full potential of vast datasets available to enterprise-level companies. Join me on a journey from data overload to impactful insights as we explore how enterprise segmentation strategy drives meaningful results.  From demographic segmentation to behavioral analysis, we’ll delve into […]

It’s that time of the year again — when marketing, sales, and service professionals from around the globe gear up to reunite in Chicago, IL for the highly anticipated Salesforce Connections 2024 conference! What is Salesforce Connections and why you should attend? If you’re new to the ecosystem or never heard of this conference, here’s […]

These are my highlights and key takeaways from Salesforce World Tour D.C. 2024, where the Salesforce community converged to explore the latest in AI, data management, and nonprofit marketing.  From actionable tips on implementing Data Cloud to insights into trusted AI with Einstein Copilot, this recap unveils the strategies and innovations driving success in today’s […]

As part of the Winter ‘24 release, Account Engagement users gained the ability to copy assets to and from Account Engagement Sandboxes. This allows marketers to test automations and assets before pushing them to their Production Account Engagement org. It also allows them to pre-populate Sandboxes with assets so they don’t have to start from […]

Welcome to the marketing side of Salesforce! As a Salesforce admin, you may occasionally need to assist your marketing team in developing processes or generating reports from data in Salesforce and Marketing Cloud Account Engagement (Pardot). Understanding Account Engagement and how it affects your Salesforce org can enhance your ability to contribute to those initiatives.  […]

Engagement Studio Programs (ESPs) are key for nurturing prospects until they are ready to send over to your sales team. But have you ever thought about A/B testing in ESPs? ESPs allow you to automatically send your cold prospects awareness content and consistently stay top of mind so they can gradually warm up to a […]

You may have heard Salesforce’s announcement of Marketing Cloud Growth Edition, their new marketing automation platform built on the Einstein 1 platform (also known as “Core”), intended for SMB marketers to help them more efficiently engage their audience at scale. This thrilling new announcement came with a lot of questions, one of them being, what […]