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Salesforce Nonprofit

Salesforce Nonprofit History

In the beginning, there was CRM software; CRM stands for customer relationship management. Sure, that sounds for-profit, but when you stop to think about it, you realize that the technology can help you track your stakeholder relationships too. CRM technology helps teams at any organization collaborate, gather insights, track important metrics, and communicate internally and externally.

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connect Salesforce to external APIs

Bulk API Salesforce

Bulk API 2.0 provides a simple interface to load large amounts of data into your Salesforce org and to perform bulk queries on your org data. The Bulk API is one of several APIs that Salesforce provides out-of-the-box. It’s a programmatic, REST-based API solution that allows you to work with large data sets in Salesforce.

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Sending Emails Through Salesforce

Marketing Cloud Email Sends and Reports

How do I dispatch Marketing Cloud email sends and reports from Sales or Service Clouds? Once Marketing Cloud Connect is configured, utilize the Marketing Cloud tab to send Marketing Cl;oud emails to campaigns and reports. For Campaigns, Contacts, or Leads, utilize the “Send Marketing Cloud Email” option after integrating the custom Visualforce page into the

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Salesforce Genie Announced

Salesforce Genie Announced

Salesforce Genie announced this year is an innovative data platform recently unveiled at Dreamforce 2022, heralding the world’s first real-time CRM. Genie is the driving force behind Salesforce’s entire Customer 360 platform, delivering hyper-scale, real-time data capabilities. With Genie, any business can harness the power of data to create magical customer experiences, offering seamless, personalized

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Salesforce Data Cloud

What Does Salesforce Data Cloud Do?

Salesforce Data Cloud, formerly known as Salesforce CDP, has rapidly become Salesforce’s fastest-growing, organically-developed product. To understand the vision for Data Cloud, it’s essential to understand the foundational capabilities of CDPs. Salesforce CDP, now part of Data Cloud, has been delivering the following: Customer Disparate Data Consider the typical customer, leaving a robust data trail

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MuleSoft Direct for Industry Cloud

Announcing MuleSoft Direct for Salesforce Industry Clouds

MuleSoft provides the easy-to-use tools you need to automate your way to higher productivity and lower costs.  Announcing MuleSoft Direct for Salesforce Industry Clouds! Salesforce and MuleSoft have introduced a groundbreaking connectivity solution, MuleSoft Direct for Industry Clouds, designed to expedite project delivery and foster innovation within specific industries. This solution empowers both business and

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Salesforce Marketing Cloud Social Studio

Marketing Cloud Social Studio Retirement Announced

Social Studio to Sundown. Marketing Cloud Social Studio Retirement announced. Salesforce is retiring the following Marketing Cloud Social Studio subscriptions (“Marketing Cloud Social Studio Products”) on November 18, 2024. Marketing Cloud Social Studio Products Social Studio (Listen & Engage) – Agency Social Studio (Publish, Listen & Engage) – Pro Social Studio (Listen & Engage) –

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Salesforce Marketing Cloud Advertising Studio

Connect Pardot and Salesforce Advertising Studio

Did you know that you can seamlessly connect Pardot (Marketing Cloud Account Engagement) and Advertising Studio, enabling the inclusion of prospects in your campaigns? Connect Pardot and Salesforce Advertising Studio Advertising Studio is now called Marketing Cloud Advertising. During this transition, you may see references to Advertising Studio. Marketing Cloud’s Advertising Studio is a robust

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Turn on the Slack Slash Command

Turn on the Slack Slash Command

Introducing the Power of Slash Commands in Slack With the simple use of a slash and a command, you can seamlessly access data from connected apps without ever leaving Slack. The Service Cloud for Slack app streamlines workflows for service teams, enabling them to create new Salesforce records directly from Slack. This reduces the need

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Attribution with Google Tag Manager and Custom Code

Utilizing Google Tag Manager with Custom Code If you’re already using Google Tag Manager (GTM) on your website, you can leverage it to store UTM parameters in a browser cookie. This stored data can then be extracted and populated into hidden form fields, which are sent to Salesforce upon form submission. Attribution with Google Tag

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Salesforce Partner Portal

Salesforce Partner Portals Built on Salesforce Experience Cloud

In the pursuit of strengthening partner relationships and expanding market reach, the adoption of a robust partner portal is crucial. Salesforce Experience Cloud presents an optimal solution that empowers organizations to craft customized and collaborative partner portals.  All with the security and flexibility you expect from Salesforce. Salesforce Partner Portals Built on Salesforce Experience Cloud.

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Batch Job Behavior

Batch Job Behavior

By automating specific actions  that you’d normally have to manually initiate, batch jobs make processing large amount of data less tedious and time consuming. If you’ve ever noticed data from batch jobs processes ‘out of order,’ we’ll go over why that’s the case.  Inconsistent Batch Job Behavior Resolution Inconsistent behavior of batches is because batch Apex

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Salesforce Shield Data Monitoring and Encryption

Salesforce Shield

Safeguarding your most sensitive data and proactively addressing evolving compliance and industry regulations through the implementation of Salesforce Shield can result in significant cost savings, as highlighted in Salesforce’s 2022 Top Data Security Trends report. Safeguarding with Salesforce Shield. Salesforce Shield was originally launched in 2015. Shield for Encryption Salesforce Shield allows you to encrypt

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Salesforce Manufacturing Cloud

Benefits of Salesforce Manufacturing Cloud

Salesforce Manufacturing Cloud is a custom, industry specific solutions platform that helps you manage your entire book-of-business and customer service lifecycle, while increasing collaboration and visibility between sales, operations, and partners. Here are the Benefits of Salesforce Manufacturing Cloud. Salesforce Manufacturing Cloud offers numerous benefits that contribute to the efficient and seamless operation of your

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