In the beautiful sunshine and chill vibes of Clearwater Beach, FL, Salesforce community members of all kinds came together recently for Florida Dreamin’. The Dreamin’ events are community-led Salesforce conferences around the globe each with their personality. Florida Dreamin’ specifically strives to, “provide inspiration, coaching, and guidance on how to truly blaze your own trail.”  […]

Recently I was perusing the Salesforce IdeaExchange for interesting features to upvote and came across a common issue with over 4k upvotes, “Automate contact owner update when account owner changes.”  Now, I would LOVE for this to be a native Salesforce feature of course, but there is a simple solution to this that I couldn’t […]

The 2023 MarDreamies Awards inspired the marketing community and wowed the judges as they announced this year’s winners at the fourth MarDreamin’ conference that took place from October 31 to November 3.  The MarDreamies presented five award winners in addition to some honorable mentions across the award categories as each team was featured for their […]

Living in a fast-paced world of technology, it’s easy to get caught up in the whirlwind of innovation and lose sight of the human element. We can occasionally prioritize the tools and systems we use over the people who rely on them.  I had the honor of attending Florida Dreamin’ in October 2023. I was […]

If you’re new to Marketing Cloud Engagement, you may be feeling overwhelmed. Salesforce’s powerful marketing platform can do a lot. And that comes with a steep learning curve. I’ve been on my Marketing Cloud Engagement journey for a while now and still feel the sense of having so much to learn. My learning journey has […]

One of the biggest trouble spots I see with customers customizing in CRM Analytics and B2B Marketing Analytics (B2BMA) is using recipes and joins — specifically when it comes to the Account Engagement customizable Campaign Influence model.  Recently, a customer and I were diving into their Campaign Influence Model, and the numbers were just not […]

A Campaign Member’s First Associated Date records the date a Lead/Contact became a member of a Salesforce Campaign, and it’s a great metric to use in your reporting. First Associated Date can be used to show how many Leads/Contacts a Campaign touched in a given time period, how long the Lead/Contact was in the campaign […]

Sercante and Qualified both went big at Dreamforce 2023. And then they made it even more interesting by teaming up. Qualified joined Sercante at the Home for Marketers at Dreamforce, and Sercante joined Qualified for the Pipeline Summit at Dreamforce. The result was a whole lot of sales + marketer happy vibes along with a […]

Marketing Cloud Intelligence  (previously known as Datorama) is a tool that offers many potential uses. But with those uses comes the uncertainty that you are using the tool to its maximum potential or even correctly. That’s where a Marketing Cloud Intelligence audit can help. In this blog post, we’ll cover the reasons you should audit […]

It’s very common for sales and marketing teams to leverage title-based “personas” to influence their activities. Knowing who you are speaking to can radically alter the message content, type, and frequency needed to progress the buying process. In this post, we’ll address why and how to update marketing persona fields in Salesforce using Flow to […]