How AI Can Help SMB Marketers
As an SMB marketer, you’re required to wear a lot of hats. From lead generation and aligning with sales and service teams, to creating content, emails, and personalized customer journeys…
The Growth Lounge: Unifying Customer Experiences at Dreamforce ’24
Consumers today want personalized experiences from beginning to end. This is why Sercante is thrilled to announce that The Home for Marketers has undergone a transformative name change. We’re marking…
How to Customize Primary Source on Opportunities with Salesforce Flow
I recently ran into a situation where a client needed to exclude select campaign types from being populated as the Primary Campaign Source field on opportunities. While this might sound…
Marketing Cloud Growth Edition: A Guide to Fit and Engagement Scoring
Personalized marketing can make a significant impact on customer engagement and business growth. According to a recent study, personalized marketing can boost ROI by up to 20%. One of the…
Salesforce Campaign Hierarchy Report: See the Impact of Related Campaigns
Today, I’m excited to share how you can create a comprehensive Salesforce campaign hierarchy report that groups by grandparent, parent, and child levels (hierarchy) on the Campaign Object in Salesforce.…
Getting Started with Salesforce Einstein for Flow
In the Summer ‘24 Release, Salesforce launched the beta version of Einstein for Flow, which is a generative AI tool that helps Salesforce admins, regardless of their programming experience, to…
All the Ways to Collect Customer Feedback With Salesforce Forms
Collecting customer feedback can be a transformative tool that propels your business to new heights, and getting customer feedback through Salesforce is possible through a few methods. Armed with the…
Mastering Marketing Cloud Intelligence Part 2: Maximize Platform Performance
It’s time for part two of our three-part series on getting the most out of your Salesforce Marketing Cloud Intelligence, or Datorama, instance. Part 1 of the series touched on…
The Wait is Over: Send Operational Emails from Engagement Studio
The Salesforce Summer ’24 release notes have arrived, and with them, the delivery of one of the most highly sought-after Marketing Cloud Account Engagement (MCAE/Pardot) features ever requested. In fact,…
I Exceeded My Account Engagement Mailable Database Limit. Now What?
Uh-oh. You just received an email from Salesforce saying you have exceeded your Marketing Cloud Account Engagement (Pardot) mailable database limit. That means if you don’t reduce the amount of…