One of my all time favorite hacks is using flow to generate consistent campaign names in Salesforce. With the release of Marketing Cloud Growth Edition and the move to a more campaign-centric model, I wondered if this old trick would still work. Like any good consultant, I created a demo org and did some testing. […]

The Salesforce Winter ’25 Release Notes are out, and they include important features for trailblazers who are on the Salesforce platform.  We get three major releases from Salesforce each year — Spring, Summer and Winter. Each Salesforce release includes upgrades and enhancements that affect Salesforce orgs in different ways.  Each release contains a substantial amount […]

For fundraising-focused nonprofits, the challenge of tracking campaigns, engaging donors, and optimizing strategy can be overwhelming. Many nonprofits don’t realize that Salesforce Campaigns—often associated with marketing — are also one of the most powerful tools for fundraising. In this post, we’ll explore how leveraging Salesforce Campaigns and a strategic Campaign Hierarchy can streamline your fundraising, […]

Congratulations to the 2024 Salesforce Marketing Champions! We are honored and excited that some of our own Sercante dragons were selected as part of this prestigious group. Let’s get to know our new Marketing Champions. What is a Marketing Champion? Before we meet our new Champions, what exactly is a Salesforce Marketing Champion? Marketing Champions […]

Learning how to use and customize Salesforce can be a rewarding experience, but it can also present unique challenges for individuals with disabilities. Whether it’s navigating the interface, processing complex data, or communicating effectively with colleagues, users with disabilities may encounter barriers that hinder their learning journey. It’s a topic that’s near and dear to […]

During the Marketing & Commerce Keynote at Dreamforce 2024, Salesforce announced the latest edition of Marketing Cloud built on Data Cloud  — Marketing Cloud Advanced Edition! Expected to be released in November 2024, this new edition expands the features and functionalities of Marketing Cloud Growth Edition, released in February of this year.  What Comes with […]

Like many people in the Salesforce ecosystem, you may be intrigued by the announcement of Marketing Cloud Growth Edition — especially since access to the platform is available to current Marketing Cloud Account Engagement (Pardot) users on the “Growth Edition” tier. However, a key differentiator between the platforms is that Growth Edition gives marketers access […]

I’m not going to be the guy who says “I told you so,” but Flow Builder has officially expanded from being an automation tool used exclusively by Salesforce Admins into the realm of marketing. Flow Builder is the engine used by Marketing Cloud Growth Edition to send emails and SMS messages and perform other automated […]

The Salesforce Winter ‘25 Release Notes are out! Let’s dive into what’s new in the Winter ’25 Release for Marketing Cloud Growth Edition. Streamlined Setup First things first. Salesforce is working to make Marketing Cloud Growth (aka MCG) easier to manage and keep updated as additional features and functionalities are added. With the Winter ’25 […]

The Salesforce Winter ‘25 release notes are out! Let’s dive into Winter ’25 highlights and what Account Engagement (f.k.a. Pardot) users can expect to see come October.  Duplicate Management! Back in 2021 we got the Email Uniqueness field that told us whether or not a Prospect’s email address was unique to the prospect. Although this […]