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Validation Rules, Dependent Fields, and Nested IFs, ANDs, NOTs, and ORs

July 27, 2023 • 6 min read • validation-rules

Validation Rules, Dependent Fields, and Nested IFs, ANDs, NOTs, and ORs

Today’s post comes to us straight from the trenches.

Marketing Cloud Account Engagement (Pardot): Completion Actions vs Engagement Studio

July 11, 2023 • 4 min read • Marketing Cloud

Marketing Cloud Account Engagement (Pardot): Completion Actions vs Engagement Studio

Marketing Cloud Account Engagement is a powerful tool for marketing and sales teams and it’s rich in functionality that, if your migrating over from a more shallow, essentially email-only platform like Constant Contact, MailChimp, etc…, is definitely worth a closer look. As tempting as it may be to simply replicate your current process in the new platform, if you make a straight 1:1 migration, you’ll be leaving a lot of potential on the table..

Save Time and Clicks with Salesforce Keyboard Shortcuts

June 26, 2023 • 4 min read • automation

Save Time and Clicks with Salesforce Keyboard Shortcuts

Salesforce is an amazing tool. Allowing you to better organize, manage, and even automate your activities.

Can Salesforce Users Share a License?

June 16, 2023 • 4 min read

Can Salesforce Users Share a License?

When it comes to cloud-based applications like Salesforce, typical pricing models are based on a per-user-license…

8 Reasons Salesforce is the Best CRM for Nonprofits

June 15, 2023 • 10 min read • npsp

8 Reasons Salesforce is the Best CRM for Nonprofits

The foundation of every nonprofit is people. The founders who saw an opportunity and envisioned an organization that could help, the employees and volunteers who keep operations running smoothly, the donors and patrons who fund the efforts and spread the word, and the beneficiaries whose lives are improved..

Summer ’23 Release Highlights: Clone Lightning Apps

June 1, 2023 • 3 min read • summer-23

Summer ’23 Release Highlights: Clone Lightning Apps

IN-BLOG EXTRA: A Feature to Avoid

Summer ’23 Release Highlights: News, Automated Account Fields, and Account Logos Are Being Retired

May 26, 2023 • 2 min read

Summer ’23 Release Highlights: News, Automated Account Fields, and Account Logos Are Being Retired

Ok, this one is definitely more of a lowlight.

Summer ’23 Release Highlights: Overview Deck Marketing Updates

May 25, 2023 • 3 min read

Summer ’23 Release Highlights: Overview Deck Marketing Updates

Marketing Cloud and Account Engagement

Summer ’23 Release Highlights: Marketing Cloud Updates

May 23, 2023 • 3 min read

Summer ’23 Release Highlights: Marketing Cloud Updates

CloudPages and Content Builder Changes

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