Take Customer Journey to Next Level with Salesforce Marketing Cloud Automation

Customer experience can make or break your business! Do you think Marketing Cloud Automation can add value to the customer journey? You might be writing the right messages but are they reaching the right audience or not: that is more important! Well, with the right knowledge of how Salesforce Marketing Cloud Automation can empower your …

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 …

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 …

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.

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.

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 …

Best Method to Integrate WhatsApp with Salesforce

I was looking at various options available to integrate WhatsApp with Salesforce for one of the requirements in my projects.  In this article, I will be sharing my findings with pros and cons for each method and also the best solution out there in the market. Basically, there are 2 ways to integrate WhatsApp (in …

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 …

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! 

%d bloggers like this: