How to Report on Salesforce Mass Emails, List Emails & HTML Email Status In this video, we will show you how to report on emails sent via mass email, via list email or by a user sending an email using […]
Salesforce How to Send Mass Emails vs. List Emails In this video, we review how to send mass emails and list emails in Salesforce. We will show the differences in how they function, things you should be aware of and […]
Salesforce Classic vs. Lightning Email Templates Ever wondered what the differences are between a Lightning Email template and a Classic email template? Or which one you should be using for certain scenarios? We did too. Check out the video on […]
Mailchimp to Salesforce Integration – Object Relationships + Definitions Business Problem MailChimp is a great tool for people who are just starting out with email marketing and they currently use Salesforce as their CRM. We have done several implementations of […]
Contact Management Best Practices Over the years, we have seen companies struggle with effectively managing contacts. How do I manage contacts who are no longer active? What happens when a contact changes companies? Or if they retire? What is the […]
Einstein Next Best Action: Force Browser Refresh – Code for Video This is the code needed to implement the solution Blu Tiger Academy shares in their Einstein Next Best Action video. The video reviews how to force a browser refresh […]
Business Problem We would like a way to distribute quizzes or tests to our Salesforce users without purchasing an expensive 3rd party application. We are currently using a survey application to gather information from our users. This results in a […]
DocuSign for Salesforce: Configure a W9 Form Business Problem DocuSign for Salesforce is a very powerful product when configured to fully utilize all of the features this package offers. We have done several implementations and have found it difficult to […]
Ultimate DocuSign eSignature for Salesforce Step-by-Step Guide Business Problem DocuSign for Salesforce is a very powerful product when configured to fully utilize all of the features this package offers. We have done several implementations and have found it difficult to […]
Video Assets for Mailchimp + Salesforce: Part 6 – Sync Campaign Member from Mailchimp This page contains the assets for the video on Blu Tiger academy that walks you through how to create the apex classes and apex trigger to […]
