Salesforce and CRMs

Configuring State and Country Picklists & Cross-Object Region Mapping in Salesforce

February 19, 2025·Just so we’re clear: Paris is not in the United States, London is not in Hong Kong, and Tokyo is not in Canada. This seems obvious, but go and check... Read More

by Scott Moreira

UTM Parameters Explained: From Basics to Best Practices

In modern marketing, there are multiple ways to measure attribution and track marketing campaign performance. While you can invest in expensive platforms and align your processes with complex methodologies, there’s...

CloudKettle: Year 10 By the Numbers

This blog post is the continuation of a tradition that began soon after CloudKettle was founded. As part of the culture of transparency that was key to the CloudKettle culture...

Why Salesforce Commerce Cloud, Why Now?

For the first fifteen years of my career, I doubled down on the Open-Source Drupal CMS. The platform offered a smart and flexible approach to functional enhancements through its module...

Staying Competitive with Salesforce Agentforce

How can you master the basics of Salesforce Agentforce and exceed client expectations? Agentforce represents an exciting new development from Salesforce. With the power of Einstein AI, Salesforce now offers...

CDPs and Marketing Operations

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...

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...