Are you an admin or developer who’s recently created a Named Credential, and clicked New instead of New Legacy and felt a bit confused about the difference? Read on. Continue reading “Learn What External Credentials Mean for You and Your Salesforce Org”
Category: Technical
Personalise emails with a formatted date in Account Engagement
One of the benefits of using Account Engagement (Pardot) is the capability to personalise emails. We can use data from a date field to show when something has happened or is happening, for example; your renewal is coming up on DD/MM/YYYY, or your booking is on DD/MM/YYYY. Continue reading “Personalise emails with a formatted date in Account Engagement”
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: Continue reading “Exporting CSV Data Via Dataweave in Apex”
How to Set Up a Custom Domain for Your Salesforce Digital Experience
In the world of customer engagement, having a personalised and branded space for your community is essential. Salesforce Digital Experiences provide a powerful platform for collaboration and interaction, and one way to enhance your Digital Experience is by setting up a custom domain to make this personal to your brand. Continue reading “How to Set Up a Custom Domain for Your Salesforce Digital Experience”
GitHub Copilot
To my surprise, GitHub Copilot is an astonishingly good tool for developers. In this post, we will look at some AI history and context, then get into some example interactions of coding with Copilot.
Validate your Email Sending Domain in Account Engagement (Pardot)
One of the changes for Account Engagement in the Spring 23 Release is a new way to validate your email sending domain. If you’ve been using Account Engagement for a while, chances are you set up your domain during implementation and haven’t thought much about it since. So, what does this change mean and what do you need to do?
Continue reading “Validate your Email Sending Domain in Account Engagement (Pardot)”
Manage your Webinar Campaigns with Account Engagement
Integrating your webinar platform with Account Engagement allows webinars to become part of your marketing automation strategy. Lucky for us offers an out-of-the-box connection to the GoToWebinar platform that can work seamlessly with your campaigns.
Continue reading “Manage your Webinar Campaigns with Account Engagement”
May 2023 Update: Opt Out Sync Behaviour
Based on valued feedback, you can now use the most recently updated field value as a source of truth for the prospect Opted Out field.
In the Spring’23 release, you would need to set either Account Engagement (Pardot) or Salesforce to win if there is a discrepancy between the two systems. But in the recent Summer’23 release, the third sync option is back after community users raised the idea to reinstate the field sync behaviour of “If values differ when data is synced: Use the most recently updated record value” on the IdeasExchange. The value will be available again on 13 June 2023.
If you needed more time to prepare for the update, good news!
The date of this update has now been postponed to 18 October 2023 as detailed here – so make sure to mark the new date in your calendar. You can read our blog post about what this change means for you in greater detail and what steps you can take to prepare. Salesforce has also released their recommended workaround if you need to be able to sync the Opt Out from Salesforce to Account Engagement here.
Zoe Fisher
Principal Marketing Automation Consultant
Looking for help with Account Engagement?
Note that if you do choose to have neither Salesforce nor Account Engagement as the source of truth for the opt out field, you will need to collaborate with your Salesforce Administrator to enable Field History Tracking on the opt out field.
Find out more information about opt out field sync options here.
Philosophy, Challenges, and Opportunities of DevOps on Salesforce
DevOps on Salesforce is not simple. But why does it have to be so complex? If we go back to the beginning and think about the philosophy of DevOps, it reminds us of what we’re actually trying to achieve. It helps us to understand which scenarios demand layers of tools and processes, and which scenarios can be solved simply. It also highlights the opportunities: What can we gain by adopting these practices?
Continue reading “Philosophy, Challenges, and Opportunities of DevOps on Salesforce”
Why you need an Account Engagement Audit
In a previous blog, we asked “Does your Pardot Account Need an Audit?”, where we explained what is involved in a Pardot Audit, and how we at Nebula run these for our customers to ensure they get the most out of their investment.
What do the diffs in a GitHub Pull Request actually tell you?
You’re reviewing a Pull Request (PR) on GitHub. You see a list of diffs from the files changed in the PR. But what, precisely, do the diffs represent? I had a model for this in my head. Recently, I was forced to realise that my model must be wrong. Reviewing a PR started me on a journey into “two-dot” and “three-dot” diffs in git. That journey updated my mental model for GitHub and I hope that it will also be a useful lesson for you when you are working with PRs on GitHub yourself.
Continue reading “What do the diffs in a GitHub Pull Request actually tell you?”
Become an HTML email marketing expert
As a digital marketer, you have likely come across HTML at some point, and let’s face it, it can look a bit overwhelming when you are unfamiliar with how to code.
Whether you are trying to just understand how HTML works or want to up your email marketing game by adding new features but are not sure where to start, this post is for you. It will provide you with the best practices, resources, and HTML generators to get you started plus make you look like an HTML pro.