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Getting Started

Learn through 101 guides and easy solutions.

Salesforce Starter: Easing Small Business Marketers into a CRM

Erin Duncan

Salesforce Starter: Easing Small Business Marketers into a CRM

Salesforce Starter was unveiled in August 2023 as an easy way for small-medium businesses (SMBs) to get started with Salesforce CRM. Historically, SMBs have found CRM systems to be overly complex and difficult to implement, but Salesforce Starter was built with this struggle in mind, allowing customers to get up and running in a matter […]
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4 Steps to Create a Marketing Cloud Contact Strategy

Laura Curtis

4 Steps to Create a Marketing Cloud Contact Strategy

The beginning of the year is an ideal time to have a reset on your Marketing Cloud contact strategy. That way, you can get your Marketing Cloud contacts in order, have an org cleanup, and create a future-proof strategy that will ensure those contacts within your org are serving a purpose (and you stay within […]
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What to Do When Your Account Engagement Org Gets Too Big

Erin Duncan

What to Do When Your Account Engagement Org Gets Too Big

As your business grows, so does your Marketing Cloud Account Engagement org. And that’s a good thing. Inevitably you’ll reach a point where your org is stretched too thin.  You may start to experience issues such as: There’s no need to panic. When your org is at maximum capacity, there are a few strategies you […]
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Do You Need Salesforce Campaign Record Types?

Erin Duncan

Do You Need Salesforce Campaign Record Types?

Salesforce Campaign Record Types are a great feature to employ when you have varying page layouts, required fields, Campaign processes, or teams for different types of Campaigns. However, often we see orgs deploy Campaign Record Types without really needing them, adding an unnecessary level of complexity to their org. In this post, we’ll cover how […]
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How Marketing Cloud Advertising and Account Engagement Work Together

Cara Weese

How Marketing Cloud Advertising and Account Engagement Work Together

Are you ready to ignite your digital marketing efforts? The collaboration between Marketing Cloud Account Engagement and Advertising Audiences, both powerful tools in their own right, will skyrocket your success in digital marketing. In this blog post, we’ll show you how Account Engagement and Advertising are powerful tools when they’re coupled with one another. Marketing […]
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From LinkedIn to Account Engagement: Linking Lead Gen Forms Using Zapier

Lauren Hosimer Simpson

From LinkedIn to Account Engagement: Linking Lead Gen Forms Using Zapier

LinkedIn Lead Gen forms are definitely a favorite for those creating LinkedIn Ads, but what happens after people fill out the form? Ideally, you continue to market to LinkedIn leads by sending them your newsletters or adding them to a nurture program. If you are like me, you don’t want to manually export leads from […]
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Account Engagement Spring ’24 Release Features

Erin Duncan

Account Engagement Spring ’24 Release Features

Salesforce Spring ‘24 release notes are out! Here are the most important features coming to Account Engagement that marketers should know about. Einstein Assistant More AI functionality is coming to Account Engagement! With the Spring ‘24 release, Account Engagement Advanced and Premium editions can now utilize generative AI to create Landing Pages, Forms, and List […]
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The Ultimate Guide to Choosing the Right Salesforce Reporting Tool

Cara Clanton-Pope

The Ultimate Guide to Choosing the Right Salesforce Reporting Tool

We get it. With all the reporting tools out there it is hard to know which one is correct (or what a tool is named this week). In this blog, we will guide you with four questions to help you decide which Salesforce reporting tool fits best with your goals.   4 Things to help you […]
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Mastering Marketing Cloud Intelligence Part 1: Unveiling Formula Secrets

Aaron Stayman

Mastering Marketing Cloud Intelligence Part 1: Unveiling Formula Secrets

Marketing Cloud Intelligence (formerly known, and forever in my heart, as Datorama) is a deep platform for marketers who have Salesforce in their tech stack. It’s a robust tool for optimizing data across various channels, enabling you to track spend, engagement, and conversion data, among other options. If you’ve landed on this page, I assume […]
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How to Deal with Score Decay in Account Engagement

Mike Morris

How to Deal with Score Decay in Account Engagement

Scores in Marketing Cloud Account Engagement play a critical role in getting the right lead to the right person at the right time. However, scores can become unreliable and actually distract sales if they are not periodically decayed. In this post, we’ll address the importance of score decay and provide several methods that can be […]
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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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