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 Marketing…
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 is…
Easy Segmentation & Personalization Using ID Fields in Marketing Cloud
A common segmentation need with Marketing Cloud Growth or Advanced Edition and Data Cloud is creating a segment based on a Contact’s Record Type within the CRM. While this is…
Cross Object Personalization with Marketing Cloud
Adding personalization to your marketing assets, like a recipient’s first name or company information, has been a hallmark of the marketing automation world for as long as I’ve been a…
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. Whether…
Automating Campaign Names in Marketing Cloud Growth Edition
One of my all time favorite hacks is using flow to generate consistent campaign names in Salesforce. With the release of Marketing Cloud Growth Edition and the move to a…
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 year…
So, You’re an Organization that Fundraises? Here’s What Salesforce Campaigns Can Do for You.
For fundraising-focused nonprofits, the challenge of tracking campaigns, engaging donors, and optimizing strategy can be overwhelming. Many nonprofits don’t realize that Salesforce Campaigns—often associated with marketing — are also one…
Introducing the 2024 Salesforce Marketing Champions: Sercante Edition
Congratulations to the 2024 Salesforce Marketing Champions! We are honored and excited that some of our own Sercante dragons were selected as part of this prestigious group. Let’s get to…
Empowering Users to Overcome Disabilities and Learn Salesforce
Learning how to use and customize Salesforce can be a rewarding experience, but it can also present unique challenges for individuals with disabilities. Whether it’s navigating the interface, processing complex…