Benefits of Marketing Automation in Financial Services Companies

Marketing Automation is a low key affair in Financial Services companies.  Marketing automation allows financial companies to use customer data (of course with consent from customers) to deliver personalized engagements, develop a deeper understanding of customers’ needs, get ahead of their fellow competitors and more importantly maximize their marketing investment.  Every financial company needs marketing: …

Video Course – Salesforce Marketing Cloud Email Specialist

Get certified as Salesforce Marketing Cloud Email Specialist, learning the concepts of Email Marketing and the Salesforce Marketing Cloud tool not just by visualizing but by actually looking at the tool as this course gives you the videos of the Salesforce Marketing Cloud tool as well. I have created the course, my first time ever.  The course covers …

Salesforce + Communication Platform as a Service = More Efficient

Salesforce as a CRM tool handles all the customer data and the key customer relationship management using a wide range of out of the box features.  But more often than not, the conversations with the customers like closing deals, resolving customer support cases, engaging with the new leads, investor relationships, team collaboration, etc happens outside …

“End of Apex Triggers Era” – Salesforce

In one of the most unexpected announcements, Salesforce has declared that it is the end of the road for Apex Triggers.  In this unexpected statement, Salesforce said there are better alternatives for Apex Triggers like the out-of-the-box aka point-and-click features of Salesforce and they see no point in continuing with Apex triggers.  They added features …

Deployment in Salesforce Marketing Cloud

Until now, there is no concept of Dev or Production instance in Salesforce Marketing Cloud.  With April 2019 release, Salesforce is introducing Deployment Manager in Marketing Cloud. You no longer need to manually recreate a journey in a new account or business unit. Instead, you can use the Deployment Manager to copy the design of …

Lightning Web Components

The What, Why, and Hows of Lightning Web Components. What are Lightning Web Components? Salesforce introduced Lightning Web Components (LWC) in it’s latest Spring 19 release.  Lightning web components are custom HTML elements built using HTML and modern JavaScript.  It is based on Web Standard. It leverages custom elements, templates, shadow DOM, decorators, modules, and …

Spring 19 Release Highlights

January Spring 19 Release Highlights - Lightning Developer Week 2019

Trailhead – Free Certification Preparation Webinars November 2020!

All webinar attendees will receive a coupon code for a $70 or $100 DISCOUNT. The FREE Salesforce Certification Preparation webinars are back! 

Send and Receive SMS within Salesforce

SMS is a great way for companies to connect to their customers or leads and should be included in all communication strategies be it Sales, Service or Marketing.  SMS has a 100% chance of reaching the customers compared to an email which often has to go through a lot of spam filters before reaching the …