How to Connect Salesforce to LinkedIn

People want to connect Salesforce to LinkedIn for all sorts of reasons. Some of the business needs: When viewing a Salesforce Lead or Contact in Salesforce, people like to see live LinkedIn dataWhen looking at a LinkedIn Profile, people like to see if that person is already in SalesforceCreating a Lead or Contact from a …

NetSuite Salesforce Integration: Custom Built vs Third Party Solutions

If you are considering whether to build a customized integration or adopt an out-of-the-box solution to sync your NetSuite and Salesforce account, you'll need to consider the amount of time and resources needed for building the integration, as well as how much control you want. This blog post will walk through the pros and cons …

TOP 3 Salesforce Marketing Cloud Features – January Release

Salesforce is ready with its latest set of features to be included into Marketing Cloud in January 2021. Before we get into my top 3 features that I'm looking forward to, here are the important release dates for your reference. Marketing Cloud release occurs on January 30, 2021 through February 6, 2021Some features are made …

A Tip A Day #39 – Easily Find Newly Created Fields in Salesforce

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #39 - Easily Find Newly Created Fields Finding the CreatedDate of fields in Lightning Experience is hard work.  The fields list in object manager doesn't have a column for 'Created Date'.  You need to manually click …

Get Salesforce Marketing Cloud Certified

Salesforce Marketing Cloud (SFMC) online courses that help you learn the concepts of Marketing Cloud tool and most importantly prepare you to take the Marketing Cloud certification exams with confidence.

Marketing Cloud vs Pardot: Choosing a Salesforce Platform for Your Business

Get the most out of your business with the Pardot or Marketing Cloud Salesforce platforms. Learn how these marketing automation solutions will help you to gain the hottest leads ✓

Salesforce Configuration and Customization: Comparison

Read the comparison of Salesforce configuration and customization to find a special CRM solution that will be right just for you.

Marketing Cloud Administrator Certification Preparation

Launched Salesforce Marketing Cloud (SFMC) Administrator certification on Udemy - topics explained with videos. Become Salesforce Certified Professional.

Conversational Commerce in Salesforce Marketing Cloud

Salesforce Marketing Cloud enables you to easily shape your online marketing campaigns to your wishes. Until recently it has been very difficult to include "social messaging platforms" in the customer journey, but this is starting to change as the market is catching up to demand. If you haven’t incorporated social messaging platforms into your business …

Covid-19: Overcome Business Challenges with Salesforce

Mason Frank International recently approached me about an opportunity for a Salesforce whitepaper they were creating, around Covid-19 related business advice. Myself and a number of my fellow MVPs contributed our insight, in efforts to help businesses and professionals through this unprecedented time. The whitepaper covers five common challenges many are struggling with at this …

How To Segment Your Audience On Salesforce Marketing Cloud

Learn to Segment Your Audience On Salesforce Marketing Cloud with Data filters, sql queries and other external drag and drop tool.

Dreamforce 2019 Announcements

Salesforce product innovation and announcements revolved around three topics - Customer 360, Data and Strategic Partnerships with technology giants like Apple, Amazon, Google, Microsoft, and others.

Marketing Cloud for Small Business

Salesforce core platform provides great features and automation tools to support Sales or Service business processes.  Some of the tools Salesforce offers: Workflow Rules - Workflow lets you automate standard internal procedures and processes to save time across your org.   Approval Process - Approvals take automation one step further, letting you specify a sequence of …

Salesforce Marketing Cloud Deployment

The topic of deployment in Salesforce Marketing Cloud (SFMC) is interesting because there are no Sandbox instances in Marketing Cloud.  No Dev, QA, Prod instances to think about deployments.  Instead, they got Business Units (BUs).  Don't confuse a BU with a Sandbox.  Business Unit is completely different from a Sandbox.  BU is NOT a Sandbox …

Salesforce Marketing Cloud Interview Questions & Answers

Latest salesforce marketing cloud interview questions & answers.

Experience at Salesforce Camp Success Event in Singapore

Event Overview Last month, I attended the Salesforce Camp Success event in Singapore, conducted on the 26th of September 2019 by Salesforce. This event was a first of its kind launched in Asia.  It was a day jam-packed with sessions and resources to help Salesforce customers. It was more of an Adoption event (for existing Salesforce customers) …

Switching to Salesforce Technology? Join #Journey2Salesforce

Journey2Salesforce is a career development program designed to provide participants with training in Salesforce-related skills.

Winter’20 Release – Flow Builder Highlights

Winter'20 Release has got a lot of updates to the Flow Builder.  This post is purely about the Flow Builder new features.  Check out the rest of the Winter'20 Release highlights in the other article I've written. Start a Flow on a Schedule Now you can schedule an auto-launched flow to start on a particular …

Winter’20 Release Highlights – All

Salesforce is ready with its latest features in its Winter'20 Release.  In this post, I will be sharing most of the release highlights in detail. Before I dig into the details, just a FYI on when do you get to preview these features - For the Winter ‘20 Release, preview instances will be upgraded to …