Insights

Clear filter X
Here’s What We Experienced At London’s Calling 2022

Here’s What We Experienced At London’s Calling 2022

London’s Calling 2022 was a resounding success, with plenty on offer for admins, developers, consultants, architects, and marketers alike. The event featured keynote speeches from some of the biggest names in the Salesforce community. Attendees could check out the latest products and services from leading Salesforce partners in the exhibition area.

Read
What do the diffs in a GitHub Pull Request actually tell you?

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 […]

Read
Are you ready for Multi-Factor Authentication (MFA)?

Are you ready for Multi-Factor Authentication (MFA)?

There’s been a lot of talk about security these past couple of years so it’s great to see Salesforce changing their requirements to keep customer data more secure than ever. 

Read
Preparing CRM Analytics Data With Clicks Not Code

Preparing CRM Analytics Data With Clicks Not Code

When starting out with CRM Analytics, you have a blank canvas. Unlike with standard operational reports in Salesforce you do not have report types or any data to report on. This means you need to plan and prepare this data yourself in the Data Manager. Although you have to do this work yourself, it gives […]

Read
Empower your users with Pardot Einstein

Empower your users with Pardot Einstein

Empower your Salesforce and Account Engagement users with AI-powered features from Einstein. Account Engagement (Pardot) Advanced and Premium edition customers get insights about the things they care about most. From their sales leads and accounts, through to the campaigns their prospects are engaging with and why. Let’s take a look at these intelligent features! 

Read
How to Master the Lightning Landing Page Builder

How to Master the Lightning Landing Page Builder

The drag-and-drop Lightning Landing Page Builder, also known as the Enhanced Landing Page Experience, has been available since the Winter ’22 Release following high demand. The new editor brings a whole new user experience, and the transition from the classic editor can be tricky. Fear not! I’m here to help you master this great tool.

Read
Powerful CRM Analytics Visualisations Without Code

Powerful CRM Analytics Visualisations Without Code

Many businesses have vast amounts of data. However, they struggle to find insights from this data to drive the business forward. CRM Analytics allows you to bring your CRM data together with other data sources from across your business to create powerful dashboards that can drive behaviour and uncover insights that may otherwise have been […]

Read
Get More Out of Your Leads with These Best Practices

Get More Out of Your Leads with These Best Practices

A Lead’s journey through the Sales Cycle  So why use Leads? Creating Leads is an excellent feature of Salesforce for one specific reason: it prevents bad data from entering your system and clogging up your accounts and contacts. Furthermore, Leads make reporting easier, so you can better assess the effectiveness of your marketing campaigns.

Read
Become an HTML email marketing expert

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 […]

Read
Slack for Marketing Cloud Account Engagement

Slack for Marketing Cloud Account Engagement

I recently found out the name Slack is an acronym for “Searchable Log of all Conversations and Knowledge”. We can now add that it is also a log of won opportunities, marketing engagements and new cases. Slack is expanding its – very impressive – list of integrations to further enable productivity for Salesforce. Read on […]

Read
Why You Need to Stop Using Completion Actions on Custom Redirects

Why You Need to Stop Using Completion Actions on Custom Redirects

Form-free event registrations, double opt-in processes, ad click tracking… there are many use cases for adding Completion Actions on Custom Redirects. But in a cookie-free future, marketers will need to look elsewhere to automate actions based on link visits. If this is all gobbledigook so far, don’t worry. Let’s break it down and see how […]

Read
Summer’22 Pre-Release – Pardot

Summer’22 Pre-Release – Pardot

It’s officially ice cream weather! Let’s be honest, when isn’t it ice cream weather? This means that the summer release is almost here. I’ve been looking through the Summer’22 release notes and have summarised my thoughts on the two key Marketing Cloud Account Engagement updates below.

Read