Insights

Clear filter X
Using Engagement Studio Programs for Lead Assignment

Using Engagement Studio Programs for Lead Assignment

To facilitate the push of a prospect into Salesforce from Account Engagement (AE), the prospect must be assigned and this assignment can be done in several ways, including: Completion actions on a form A table action on a prospect list An automation rule on your existing data Manually on individual prospect records The methods above […]

Read
Exporting CSV Data Via Dataweave in Apex

Exporting CSV Data Via Dataweave in Apex

Have you ever tried to handcraft CSV in Apex? It isn’t ideal and usually ends up as one big long concatenated list of field names appended to an unbelievably long string:

Read
Increase productivity with Sales Engagement Basic

Increase productivity with Sales Engagement Basic

Are you getting the most out of your Sales Cloud Enterprise licences? The chances are there are features that are included in what you are already paying for but need to be made aware of, including Sales Engagement Basic.

Read
CzechDreamin 24 – Our Highlights

CzechDreamin 24 – Our Highlights

On Friday 17th May 2024, Chris and Sarah from #teamnebula headed out to Prague for CzechDreamin 2024. This is the fifth edition of this Salesforce community conference and it did not disappoint! Here are their highlights:

Read
Dynamic Content vs Snippets in Account Engagement

Dynamic Content vs Snippets in Account Engagement

With all the new changes, upcoming features and new products it can sometimes get a little confusing or overwhelming. So let’s take it back to some trusty features we see many of our customers utilising. 

Read
Use AI to Generate Content in Account Engagement

Use AI to Generate Content in Account Engagement

In the Spring’24 release, Advanced and Premium Account Engagement customers were given the gift of generative AI in the form of Einstein Assistant.  Let’s take a closer look at this tool…

Read
New Starter: Conway Hunter

New Starter: Conway Hunter

#TeamNebula would like to welcome Conway who joined as a Strategic Account Executive in April! 

Read
Enabling Marketing Cloud Growth: First Impressions

Enabling Marketing Cloud Growth: First Impressions

Marketing Cloud Growth is the new product from Salesforce that’s causing quite a stir. With two established marketing automation platforms already, why has Salesforce released yet another?!

Read
New Starter: Alistair Simmonds

New Starter: Alistair Simmonds

Alistair joined #TeamNebula in April as a Marketing Manager, read on to find out more!

Read
Salesforce Mastery: Seamless Control and Monitoring

Salesforce Mastery: Seamless Control and Monitoring

My Nebula colleagues and I are currently crafting a novel project framework that, though in harmony with the Salesforce Adaptive Methodology for solution implementations, offers the flexibility for Nebula to tailor its delivery approach, ensuring it aligns perfectly with the unique expectations of its customers.

Read
Mastering the Move: Salesforce to Flow Transition Tips

Mastering the Move: Salesforce to Flow Transition Tips

Salesforce Flows are a type of Declarative Automation that allows you to automate complex business processes using clicks, not code.

Read
Unlocking the Power of Salesforce CRM Analytics with In-Product Documentation

Unlocking the Power of Salesforce CRM Analytics with In-Product Documentation

While standard reports and dashboards provide a fundamental overview, Salesforce CRM Analytics elevates data analysis by offering advanced capabilities in predictive forecasting and a heightened focus on understanding customer behaviour. Users can delve into intricate patterns, optimize sales strategies, and forecast future trends, providing a more comprehensive view of business performance.

Read