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 easily create functional Salesforce Flows via natural language prompts.  New to Flow? Check out An Introductory Guide to Salesforce Flow for Marketers How Einstein for Flow works Einstein for Flow is a generative AI tool that helps Salesforce admins, regardless of their programming experience, to easily create functional Salesforce Flows via natural language prompts. You simply describe your flow r ..read more

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 right feedback, you have everything you need to address customer pain points and capitalize on your biggest strengths.  Without sending surveys and gathering quality feedback, your product or service is navigating success in the dark.  In this post, we’ll outline the ways Salesforce customers can collect feedback while working with the platform including limitations with getting custome ..read more

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 little tricks and shortcuts to success with data ingestion and transformation. Today, I’ll be going through how you can speed up the platform for yourself and your team and boost efficiency in reviewing your data. Read on for Marketing Cloud Intelligence tips that will help you maximize its performance. Marketing Cloud Intelligence Performance Boosts Marketers are competitive by nature. You’re fighting for bids, placeme ..read more

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, sending operational emails in Engagement Studio functionality has garnered the fifth most points in the Account Engagement category on the IdeaExchange. What is an Operational Email? An operational email is informational and is distinct from a marketing email. Erin Duncan has written a great article that goes in-depth about the differences between the two and when it is appropriate to use eac ..read more

Your boss has told you to ‘do ABM.’ Great. Instead of ripping out your current marketing and sales campaigns, here are three quick ways to apply ABM strategies to your email campaigns. What is account-based marketing (ABM)? Let’s go over what ABM is and what it isn’t at a high level first. ABM stands for Account-Based Marketing, which is a “B2B marketing strategy for high-value customer accounts. In ABM, you focus on each account as a “market of one,” offering highly personalized 1-to-1 experiences and tailored content. Through a focus on building stronger relationships with high-value accoun ..read more

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 mailable prospects in your database quickly, it’s going to cost you.  Or maybe you were “just checking” one day & noticed that your Mailable Database limit was getting close to that 100% mark, and you need to do something quickly to prevent it from going over. While the default Account Engagement instance allows for 10,000 mailable contacts, some companies purchase additional contact blocks of ..read more

The Salesforce Summer ‘24 Release is on its way! Let’s dive into the top declarative features and updates for admins. In line with messaging from Salesforce, the Summer ‘24 Release includes new and enhanced features that all center on the relationships between CRM, data, AI, and trust. Salesforce Summer ’24 Highlights Security & Access Get a Summary of a User’s Permissions and Access Viewing what access a user has will be easier with the User Access Summary. Accessible directly from the user details record, you can see what a user has access to without having to spend multiple clicks chec ..read more

Do you have an organized brain, enjoy project managing across multiple stakeholders and departments, love visualizing a process, and want to prove it with a new Salesforce certification? Well, then the Salesforce Business Analyst Certification is the right one for you! Here is our guide to passing the Salesforce Business Analyst Certification exam. Good luck! Step 1. Review the Salesforce Business Analyst Exam Guide & Schedule Your Test Quick reminder that there are no longer any prerequisites for the Business Analyst exam! It is helpful to know or have experience with Salesforce and unde ..read more

Salesforce Summer ‘24 release notes are out! Let’s dive into the latest features Account Engagement marketers need to know about.  Send Operational Emails with Engagement Studio Marketers can now send Operational (aka Transactional) emails via Engagement Studio Programs! This is a game changer for any orgs that need to send renewal reminders, shipping notices, invoices etc. through Account Engagement. To use this new feature, ensure Operational emails are enabled in your Account Engagement Business Unit and make sure you’re familiar with what does, and does not, count as Operational.&nbs ..read more

Even though Marketing Cloud Growth Edition just launched in February, it’s already receiving a ton of new features as part of the Salesforce Summer ‘24 release! I feel like this will be par for the course for Growth Edition and I personally cannot wait to see what this application will be able to do by Dreamforce. Below are just a few of the highlights coming to Growth Edition in the upcoming release.  Updated Flow Functionality Flow functionality for Growth Edition is, well, growing as part of the Summer ‘24 release. Users can now create Marketing Consent records directly from form fill ..read more