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Salesforce Spring '22 Release Highlights

Here we are, standing at the beginning of a brand new year full of promise and opportunity, both for ourselves (failing resolutions notwithstanding) and our businesses. And in the spirit of the season, Salesforce is also looking toward the future with the release of its Spring 22 update! We highlight some of our favorite features in the new release.

Joshua Pereira  /  Salesforce  /  January 12th, 2022

Salesforce Implementation Checklist: 9 Steps to Success

Salesforce is a great platform to fulfill your business needs and extract the greatest value from your data and processes. But an out-of-the-box implementation will rarely serve all of your unique requirements. A well-planned Salesforce implementation will get you and your users started using a platform that is tailored to your business, and this checklist can help lead you down the path to success.

Joshua Pereira  /  Salesforce,  Free Downloads  /  November 5th, 2021

Salesforce Winter '22 Release Highlights

With fall now upon us, the weather is cooling, the leaves are changing, and the Salesforce Winter '22 Release is here! Chock-full of impressive new features and improvements, the Winter '22 Release gives users and developers many reasons to rejoice.

Joshua Pereira  /  Salesforce  /  October 4th, 2021

Salesforce Service Cloud Implementation Guide

Salesforce Service Cloud offers a long list of powerful tools to help you realize the potential of your service team. With the endless opportunities for customization, you may be wondering, “Where do I begin?” This guide will provide you an overview of the information you will need to build a successful Service Cloud implementation.

Joshua Pereira  /  Salesforce  /  August 26th, 2021

Salesforce Sales Cloud Implementation Guide

There are many things to take into consideration when developing and deploying a Salesforce Sales Cloud implementation that will take your business to the next level. In this article, we go over all of the basic information you’ll need to know to get a jump start on your Salesforce journey and get you set up on the right path to success with Salesforce.

Kevin Boehle  /  Salesforce  /  July 28th, 2021

Saving Journey History in Salesforce Marketing Cloud

Salesforce Marketing Cloud's ability to set your contacts on a marketing journey that you can track over a 30-day period is a powerful marketing tool. But some organizations find they need more than 30 days of journey history data. We explore how to leverage Marketing Cloud REST API and its automations to save all the journey history data for your organization. Includes a video and sample file.

Nathan Kiefer  /  Salesforce,  Free Downloads  /  June 18th, 2021

Salesforce Summer ’21 Release Highlights

It’s time for Salesforce’s Summer ’21 Release! Salesforce has once again built a bunch of new features and improvements, such as the new Einstein Search enhancements and public cloud's Intelligent Document Automation, to ensure we have the tools to customize our Salesforce products to fit our needs.

Kevin Boehle  /  Salesforce  /  June 4th, 2021

MuleSoft Composer for Salesforce

MuleSoft Composer for Salesforce is the fastest and easiest way for non-developers to connect third-party applications and data to Salesforce using clicks, not code. No more waiting for developer resources for urgent, high-priority projects; MuleSoft Composer empowers you to build and integrate quickly, without ever leaving Salesforce.

Maria Thompson  /  Salesforce  /  April 13th, 2021

Salesforce Marketing Cloud Connect: View Full Resolution Emails in Sales or Service Cloud

Thumbnails don't always cut it. Sometimes you need the full resolution Salesforce Marketing Cloud email in Sales or Service Cloud to see what was sent to your contacts. In this article, we explore the process used to accomplish this goal in part four of our Marketing Cloud Connect series. Includes a video and sample file.

Nathan Kiefer  /  Salesforce,  Free Downloads  /  March 2nd, 2021

Salesforce Spring '21 Release Highlights

From the all-new MuleSoft Composer to a variety of exciting updates to Salesforce Flows, Salesforce’s new release is packed with great additions! Check out some of these new improvements with Salesforce’s Spring ’21 Release.

Kevin Boehle  /  Salesforce  /  February 3rd, 2021

Salesforce Marketing Cloud Connect: Sync Data Back to Sales and Service Cloud

In this article, we review how to expand the capabilities of Salesforce Marketing Cloud Connect to automatically sync any data from Marketing Cloud over to Sales and Service Cloud. Includes a video and sample file.

Nathan Kiefer  /  Salesforce,  Free Downloads  /  January 25th, 2021

Salesforce Winter '21 Release Highlights

From dynamic and easily modifiable page layouts to Einstein Discovery templates that help you understand your data with just a couple clicks, Salesforce’s new release is packed with great additions! Check out some of these new improvements with Salesforce’s Winter ’21 Release.

Kevin Boehle  /  Salesforce  /  December 4th, 2020

Salesforce Marketing Cloud Connect: Subscriber Key Migration

When you decide to implement Salesforce Marketing Cloud Connect in your organization, one of the first considerations will be how to handle Subscriber Keys from Sales or Service Cloud. Explore the process used to accomplish this goal in article two of our Marketing Cloud Connect series. Includes a video and sample file.

Nathan Kiefer  /  Salesforce,  Free Downloads  /  November 6th, 2020

Salesforce Marketing Cloud Connect

Explore the key benefits of Salesforce Marketing Cloud Connect and join us in this article series surveying the power, flexibility and personalization that can be achieved by connecting Sales and Service Cloud with Marketing Cloud. Includes a video.

Nathan Kiefer  /  Salesforce  /  September 9th, 2020

FileMaker Salesforce Marketing Cloud Integration

With Salesforce Marketing Cloud's SOAP API and automation tools, you can automatically import email engagement statistics into your FileMaker application and link them to customers and prospects. Learn how to integrate your FileMaker application with Salesforce Marketing Cloud to automatically import email campaign statistics. Includes a video and sample file.

Aaron Kaiser  /  Free Downloads,  Salesforce,  Claris FileMaker  /  August 9th, 2019

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