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

If you’re like many, setting up an SMS program is not part of your everyday tasks. And if I were a betting woman (I’m not), I’d bet you’ve likely never done it before. If you have, then you likely need a refresh. Moreover, if you have an existing SMS program and now find yourself in a situation where you’re switching providers, you might be even more unsure of where to even begin. TDLR: Whether newbie or pro, there’s a lot to consider and unpack not only from a strategy perspective but the technical stuff as well. In this post, we’ll cover everything you’ll need to consider for your SMS ..read more

In the age of big data, effective audience segmentation strategies are the key to unlocking the full potential of vast datasets available to enterprise-level companies. Join me on a journey from data overload to impactful insights as we explore how enterprise segmentation strategy drives meaningful results.  From demographic segmentation to behavioral analysis, we’ll delve into the various segmentation approaches that empower enterprise companies like yours to understand their audiences on a deeper level. Segmentation strategies for enterprise marketers Businesses today face a monumental ..read more

It’s that time of the year again — when marketing, sales, and service professionals from around the globe gear up to reunite in Chicago, IL for the highly anticipated Salesforce Connections 2024 conference! What is Salesforce Connections and why you should attend? If you’re new to the ecosystem or never heard of this conference, here’s the lowdown. This year Salesforce Connections 2024 is happening on May 22 – 23, at the McCormick Center in Chicago, Illinois. This annual two-day conference, hosted by Salesforce, is a must-attend event for anyone who delivers exceptional customer experiences ..read more

As part of the Winter ‘24 release, Account Engagement users gained the ability to copy assets to and from Account Engagement Sandboxes. This allows marketers to test automations and assets before pushing them to their Production Account Engagement org. It also allows them to pre-populate Sandboxes with assets so they don’t have to start from scratch.  The Account Engagement to Sandbox-to-Production Flow currently supports seven asset types:  Email Templates Custom Redirects Custom Fields Files Engagement Studio Programs Layout Templates Form Handlers Account Engagement Sandbox-to ..read more

Engagement Studio Programs (ESPs) are key for nurturing prospects until they are ready to send over to your sales team. But have you ever thought about A/B testing in ESPs? ESPs allow you to automatically send your cold prospects awareness content and consistently stay top of mind so they can gradually warm up to a sales-ready stage. Although ESPs can be used for everything from basic email sends to complex process automations, one feature it lacks is native functionality for A/B testing. The feature exists natively (and wonderfully) for list emails, but in the realm of automated emails and E ..read more