The New 2024 Anti-Spam Regulations

January 4, 2024·What is the new Google/Yahoo anti-spam upgrade? Google and Yahoo are aiming to improve security and reduce the amount of spam received by their users by upgrading their defence system,... Read More

by Lauren Harrison

Using Entry Source Data in Journey Builder Custom Activities

Journey Builder Custom Activities for Salesforce Marketing Cloud enable you to extend the platform capabilities by creating highly configurable interfaces which call externally-hosted endpoints when a Contact arrives at a...

Optimizing Profiles and Permission Sets in your Salesforce Org

As a business grows and its Salesforce org matures, the number of Profiles and Permission sets can start to increase. If there is no process in place, managing profiles and...

Hubspot to Salesforce: A Step-by-Step Migration Guide

Your CRM can either be a roadblock impeding your go-to-market team, or an engine that accelerates their efforts. While good systems can help identify high-value opportunities and reduce time-to-close, a...

Einstein Bots – A Helping Hand for your Salesforce Org

What are Einstein Bots? Einstein Bots are Chatbots that are easy to configure from Salesforce’s User Interface. Bots automate tasks and can save costs by solving simple problems for your...

Migrating from HubSpot to Salesforce

When is the right time to move from HubSpot to Salesforce? Or perhaps more importantly – when does it become necessary? While HubSpot will meet the needs of some...

10 Common Problems in Apex Code Bases

The process of onboarding to a new Salesforce org is always a challenging task. Legacy systems often have many undocumented processes created by Salesforce Admins and Developers, which can make...

Why Healthcare Organizations are Migrating from Salesforce Sales Cloud to Health Cloud

Whether your core discipline is Pharmaceutical, Payer, Provider or Medical Technology in the Health Care and Life Sciences industry, you know a patient-centred approach with the ability to access all...

Data Harmonization in Salesforce Data Cloud

This post in the Data Cloud Primer series explains the data harmonization process in Salesforce Data Cloud. Data Cloud accepts data from a variety of sources. Harmonization refers to the...

Salesforce Data Cloud Model Explained

Introduction While many Salesforce products including Sales Cloud, Service Cloud, Education Cloud, Health Cloud and other Salesforce industry clouds are built on a common ‘core’ platform that share the same...

Maximizing B2B Campaigns: Integrating Offline Conversions with GA4

The world of business-to-business (B2B) and business-to-consumer (B2C) is filled with data and analytics. However, connecting the dots between different data sources can be a challenging task. In today’s world,...

What is Industries CPQ?

CPQ (Configure, Price, Quote) is software that allows companies to quickly and accurately generate quotes and proposals based on the needs of their customers. It enables businesses to automate and...

Data Ingestion for Salesforce Data Cloud

As its name implies, Salesforce Data Cloud is a data platform — before you can begin using the platform, you first need to get data into it. And while Data...