If you’re getting ready for a Salesforce Data Cloud implementation, then this post will get you ready for it. There are so many buzzwords with this particular Salesforce product that it often makes it hard to understand what Data Cloud is and what it can do for your business. If that sounds familiar, this article […]

It’s that time – Salesforce Winter ‘24 release notes are out! Here are the key Salesforce platform features marketers and Salesforce admins should know about. 20 Platform Highlights from the Salesforce Winter ‘24 Release Highlight#1: Migrate to Hyperforce with Hyperforce Assistant (Generally Available) If you haven’t heard, Salesforce is undergoing a modernization of their infrastructure […]

A customer data platform (CDP) is a unified customer database where many different external and internal sources are collected, cleaned, and aggregated to build rich individual customer profiles. These unified customer profiles can then be made available to marketing, sales, and support teams for achieving increased sales, enhanced customer experiences, and improved customer support. If […]

For Account Engagement users, the most exciting feature coming with the Salesforce Winter ‘24 release is the ability to get more precise with wait steps in Engagement Studio Programs.  Gone are the days waiting a full day to trigger an action, we can now set wait steps anywhere from 2-8 hours. This provides more flexibility […]

Guess what time it is! Dreamforce season! As the weather begins to cool (please no more heatwave!) and the kids go back to school, we begin our journeys to San Francisco, CA September 12-14 to learn, network, eat, and play. And we are back with our go-to marketer guidebook to Dreamforce 2023! As always, we […]

WITness Success 2023 was undoubtedly empowering. As a first-time attendee, I found the experience to be quite remarkable. A gathering of women in tech and allies in Minneapolis, Minnesota, offered me and fellow Sercante employees the opportunity to learn and network with like-minded Salesforce professionals. WITness Success is an annual event planned and hosted by […]

Account Engagement (fka Pardot) Scoring Categories and Lightning Builders are two great features to amp up your marketing and segmentation efforts, but they don’t exactly connect like typical Account Engagement assets. This blog will walk you through what you can and cannot do when it comes to combining these two features. Where we run into […]

GDPR, CPRA, the end of third-party cookies: data privacy is a hot topic among digital marketers, but it’s not just advertisers who should be worried. If your marketing strategy’s success is founded on clicks and email open rates, the data privacy landscape of the future could be an unpleasant awakening.  Data privacy tools can impact […]

Salesforce winter ‘24 release notes are out! Here are the most important features coming to Account Engagement that marketers should know about. Winter ’24 Highlights for Marketers Highlight #1 – Engagement Studio Program wait times less than 1 day! Marketers have been keeping their fingers crossed for this feature for a long time, and it […]

We are less than a month away from the tech conference unlike any other where trailblazers will “experience the magic of AI + Data + CRM!” There will be 1500+ sessions to choose from for Dreamforce 2023 and 75+ AI thought leaders jam packed into 3 days.  Whether you are attending virtually or in person, […]