Marketing Automation, Revenue Operations

CDPs and Marketing Operations

December 13, 2024·How can a CDP help you with your Marketing Operations? Well first, lets start with this: What is CDP? A Customer Data Platform (CDP) is different from a CRM or... Read More

by Lauren Harrison

Looking Behind the Curtain of Einstein AI: How Salesforce’s AI Powers Smarter Decisions

Have you ever wondered what’s happening behind the scenes when you see Einstein AI recommendations, predictions, or automated actions? This post unpacks what’s happening under the hood—no complex mathematics, just...

Technical Considerations before Migrating to Salesforce Financial Services Cloud

Before getting started with Salesforce Financial Services Cloud, it’s important to consider the organizational elements that could mean success (or disaster) for your company. Once you’ve established that your company...

Considerations Before Implementing Salesforce Financial Services Cloud

Announced in 2015, Financial Services Cloud (FSC) is a long-standing offering from Salesforce. Its platform goal is to empower Financial Institutions to build deeper 1-on-1 client relationships, be more productive,...

Introducing Agentforce: Takeaways from Dreamforce24

The Unveiling So first… a little bit of background: At TrailblazerDX last year, Salesforce finally introduced their new service – Einstein GPT. Einstein GPT has two main features: Einstein Co-Pilot...

How to Prevent Flows from Running in a Sandbox

Flows are very useful tools within Salesforce. However, there may be instances when you have a Flow that you do NOT want to run in a Sandbox. For example, maybe...

Beyond Procurement: Selecting the Ideal Partner for Government Salesforce Projects

The public sector, especially the government, continually strives to provide high-quality and secure services in an ever-changing environment. So whether at the federal, provincial, or municipal level, there are numerous...

The 2024 Security Survey Results are Here

The Results are in! And we’re ready to share them with you. Security is one of our top priorities at CloudKettle. For ourselves, and for all of our clients. With...

2 Useful Ways to Implement Logging in your SFMC Org

In the world of digital marketing, effective logging is crucial for maintaining the health of your campaigns and understanding customer interactions. In this post, we will look at two practical...

Crawl, Walk, Run – The Phased Approach

So… you’re considering migrating from your current CRM to Salesforce. Or maybe you’re tired of using multiple systems and resources to operate your business and want to centralize in Salesforce....

Marketing Cloud Account Engagement: The New Email Experience

The latest email editing experience for Marketing Cloud Account Engagement is here! The new builder was introduced in the Spring ‘24 release and is available for all Account Engagement editions....

CloudKettle has been acquired by Bell, so what now?

You may have heard… but we announced some pretty big news earlier this week, and I have some thoughts to share on that. But first you have to read this...

There is No Such Thing as Neutral Dashboard Design

We tend to think of numbers as facts and, in many ways, this is completely true. If my thermometer says it is 20 degrees outside, that is strong evidence that...