October 8, 2020·Pardot lead scoring is a powerful way for enterprise marketers to track prospects, segment leads by level of interest in order to deliver tailored content, and qualify leads so they... Read More
Managing Consent with Salesforce Webinar
Upcoming Webinar: Managing Consent with Salesforce featuring Salesforce MVP, Eliot Harper, and Salesforce System Architect, Ryan O’Sullivan. In this webinar you will discover the consent management objects in Salesforce, and...
Getting Started with Tableau CRM (Formerly Einstein Analytics)
Many enterprises leverage Salesforce for its native reports and dashboards to understand their data and performance. However, over the last few years, with “the volume of customer data has been...
Mastering Salesforce Consent Management
In my previous post, I explained current and emerging data protection regulations and the different considerations when designing and implementing a consent management framework. In this post, I explain how...
Salesforce Admins Podcast: Trust Champion Prag Ravichandran
This Salesforce Admin podcast features Trust Champion Prag Ravichandran and talks about good Salesforce security practices focusing on multi-factor authentication. A little bit of background on the speaker, Prag is...
MarTech in the Era of Consent
We provide our consent every day, often without a second thought. We’ve adapted to automatically clicking through distracting ‘accept’ buttons on website pop-ups, or those obligatory checkboxes when completing various...
Salesforce Quip Summer ‘20 Release: Here’s What You Need to Know
In April 2020, Salesforce Quip announced they were offering Quip for free to help teams working from home collaborate seamlessly. This post shares our team’s top three favorite features from...
Salesforce Summer ‘20 Release: Here’s What You Need to Know
In advance of each Salesforce release, our team spends hours reviewing the new features, changes, and announcements. Last year, in the spirit of Ohana, we decided to start sharing these...
Salesforce Security: Why Enterprises Need A Tiered Administrator Structure
Does it really matter how many users in your Salesforce org have administrative permissions? Are there risks associated with having too many Salesforce Admins? If so, how can we mitigate...
New Template: Salesforce Data Retention and Destruction policy
Our newest resource is a template designed to help enterprise Salesforce teams develop their own Salesforce Data Retention and Destruction policy. As the hub of customer data, Salesforce is a...
Securing Data in Motion With Salesforce Marketing Cloud
In this post, we look at how to move data in and out of Salesforce Marketing Cloud securely. When designing data exchange processes between Salesforce Marketing Cloud and external platforms,...
Einstein Email and Web Recommendations for Salesforce Marketing Cloud
The recording below is the first episode of the Master Einstein for Salesforce Marketing Cloud webinar series hosted by Salesforce MVP Eliot Harper. In this video, Eliot Harper provides an in-depth...
Einstein Content Selection for Salesforce Marketing Cloud
The recording below is the third episode of the Master Einstein for Salesforce Marketing Cloud webinar series hosted by Salesforce MVP Eliot Harper. In this video, Eliot Harper provides an...
Security Guide: How to Protect and Monitor Salesforce
As the cost and risks associated with data breaches continue to climb, cybersecurity is a topic that should be a priority for every B2B SaaS company.
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