Salesforce and CRMs

An Interview with Katrina Wong: The Future of Customer Engagement

December 9, 2021·Katrina Wong is the VP of Product Marketing and Demand Generation at Twilio Segment. CloudKettle’s CEO Greg Poirier recently caught up with Katrina for a discussion about how she got... Read More

by Greg Poirier

How Tableau CRM Benefits the C-Suite

Tableau CRM can be a significant asset to any organization with large volumes of data, especially if much of that data exists in Salesforce. By combining powerful analytics, data transformation...

Salesforce Saturdays 2022 Developer Cohort

The Winter ‘22 Salesforce Saturdays cohort is now accepting applications! Salesforce Saturdays cohort is a free training program geared towards professionals who are new to Salesforce and interested in learning...

Infographic: Field Service for Hurricane Response

Salesforce Field Service allows companies to manage Service Technicians and make scheduling more efficient. This can be especially helpful when dealing with emergency-recovery situations, like after hurricanes and other natural...

So You Want To Be A Salesforce Admin?

Pass Your Admin Exam and Get Started in Your Salesforce Career You’ve done the research and crunched the numbers. You know that the Salesforce economy is going to create 9...

Preparing Data Using Tableau CRM: A Sample Recipe

Einstein Discovery (ED) is an AI-driven analytics platform that allows Users to get deeper insights and predictions out of their data, based on historical data without having to build complicated...

5 Reasons to Start Using Pardot Lightning

Salesforce Lightning is the future – that is one thing we can all agree on. (If you are still using Salesforce Classic, it’s time to consider an upgrade.) The Pardot...

Using Salesforce Field Service for Post-Hurricane Recovery

CloudPower is a large electricity company that serves parts of Canada and the United States. Last year, damage from hurricanes destroyed power lines and other infrastructure, resulting in tens of...

The Customer Data Problem & Salesforce CDP

The CDP acronym has emerged in recent years as yet another must-have TLA (or ‘three letter acronym’) that every marketing team simply cannot live without. In this article, I explain...

Preparing for the Cookieless Web

A Shift Towards First and Second Party Data Many predict that the removal of third party cookies from the web will change the entire advertising landscape. Some have even dubbed...

Restricting Sensitive Data in Salesforce with Restriction Rules

Introduction As part of the Summer ‘21 Release, Salesforce announced the new Restriction Rules (Beta) feature. This new feature provides an additional layer of security on top of the existing...

Moving to an Event-Driven Architecture with Platform Events

What is Event-Driven Architecture? Event-Driven Architecture refers to reacting to a notably defined change of state vs. reacting to direct Data Manipulation Language (DML) statements. Event-Driven Architecture aims to break...

Register Today: Learn SSJS from Salesforce MVP Eliot Harper

In this intensive online course, you will learn how to leverage Server-Side JavaScript (SSJS) to build sophisticated microsites and marketing automation processes in Salesforce Marketing Cloud. The course includes two...