Salesforce Summer ’25 Highlights: Marketing Cloud
The Summer ‘25 release for Marketing Cloud Growth and Advanced Editions is here, and it’s packed with updates designed to turbocharge your team’s efforts. Think of it as a...
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Personalization with Marketing Cloud on Core: How to Use Dynamic Content & Expressions
Your messages are doing their job, but are they working it? If your campaigns are feeling a little too copy-paste, a little too “blah,” it might be time for...
Step-by-Step Guide: Creating Marketing Cloud on Core Form-Triggered Flows with Autoresponder Emails
Marketing Cloud on Core (aka Growth and Advanced Edition) offers simple out-of-the-box form-triggered flows that are great for lead generation and straightforward scenarios, but today we’re going to dive...
Masterclass in Marketing Cloud Account Scoring: Spring ’25 Edition
Welcome to your Masterclass in Account Scoring – where we take your Salesforce skills from good to guru-level! With the Spring ‘25 release, Salesforce introduces Account Scoring, a smart,...
Salesforce’s New Marketing Intelligence: As Seen by a Datorama Enthusiast
For the last seven years, I’ve been enamored by a marketing analytics tool (who among us hasn’t, I’m sure), Datorama, or Salesforce Marketing Cloud Intelligence. MCI, as we’ve come...
Cracking the Code: How Opportunity Influence Connects Marketing to Revenue
Marketing Cloud on Core (also known as Marketing Cloud Growth or Advanced Edition) can now track how marketing efforts contribute to revenue! With the Spring ‘25 release, Salesforce introduced...
Salesforce Spring ‘25 Highlights: Marketing Cloud Account Engagement
While we were all preparing for the New Year, Salesforce was busy getting the Spring ‘25 release notes posted! Let’s dive into what this release has in store for...
Salesforce Spring ‘25 Highlights: Marketing Cloud Edition
Spring has sprung at Salesforce, and it comes in the form of the Salesforce Spring ‘25 Release Notes! Whether you’re a seasoned pro or a budding marketer, this release...
Five Tips for Getting Started with Salesforce Agentforce
Autonomous AI is transforming the way organizations operate, and Salesforce’s Agentforce is at the forefront of this revolution. The product was made generally available by Salesforce in October 2024....
Salesforce Winter ‘25 Release: Platform Highlights
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...
Announcing Marketing Cloud Advanced Edition
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...
Using Data Cloud Credits in Marketing Cloud Growth Edition: A Guide for Account Engagement Users
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...
Building a Message Series Flow in Marketing Cloud Growth Edition
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...
Salesforce Winter ‘25 Highlights: Marketing Cloud Account Engagement
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!...
Big News! Account Engagement Users Can Access Marketing Cloud Growth Edition
In February 2024, Salesforce released Marketing Cloud Growth Edition, its first marketing automation platform built fully on the Einstein 1 Platform (a.k.a. “On Core”). Marketing Cloud Growth Edition has...
Combating Headwinds in Higher Ed: Part 1 – Real-Time Interaction Management
Student expectations today are vastly different than they were a decade ago. It’s causing technology leaders at the most successful educational institutions to rethink their data infrastructure and student...
How AI Can Help SMB Marketers
As an SMB marketer, you’re required to wear a lot of hats. From lead generation and aligning with sales and service teams, to creating content, emails, and personalized customer...
How to Customize Primary Source on Opportunities with Salesforce Flow
I recently ran into a situation where a client needed to exclude select campaign types from being populated as the Primary Campaign Source field on opportunities. While this might...
All the Ways to Collect Customer Feedback With Salesforce Forms
Collecting customer feedback can be a transformative tool that propels your business to new heights, and getting customer feedback through Salesforce is possible through a few methods. Armed with...
The Wait is Over: Send Operational Emails from Engagement Studio
The Salesforce Summer ’24 release notes have arrived, and with them, the delivery of one of the most highly sought-after Marketing Cloud Account Engagement (MCAE/Pardot) features ever requested. In...
