How To's

Home / How To's

Quiz Ninja App for Salesforce

By Cheryl Fernandes | February 4, 2024 | 0 Comments

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 to Writeback to Salesforce

By Cheryl Fernandes | September 24, 2023 | 0 Comments

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

By Cheryl Fernandes | September 17, 2023 | 0 Comments

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

By Cheryl Fernandes | July 30, 2023 | 6 Comments

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 […]

How to Use the New Salesforce Integration User Licenses

By Cheryl Fernandes | May 25, 2023 | 0 Comments

How to Use the New Salesforce Integration User Licenses Business Problem By now you have heard that Salesforce has added 5 free integration user licenses to all enterprise edition Salesforce orgs as of March 14, 2023. This is a huge […]

8. Mailchimp to Salesforce Integration – How to Manage Email Address Changes

By Cheryl Fernandes | May 23, 2023 | 0 Comments

8. Mailchimp to Salesforce Integration – How to Manage Email Address Changes 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 […]

5. Automatically Tag Contacts in Salesforce & Sync to Mailchimp

By Cheryl Fernandes | July 18, 2022 | 0 Comments

5. Automatically Tag Contacts in Salesforce & Sync to Mailchimp 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 […]

3. Mailchimp to Salesforce Integration – Campaign Sync

By Cheryl Fernandes | July 18, 2022 | 7 Comments

3. Mailchimp to Salesforce Integration – Campaign Sync 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 Mailchimp […]

6. Mailchimp to Salesforce Integration – Create Campaign Members

By Cheryl Fernandes | July 5, 2022 | 5 Comments

6. Mailchimp to Salesforce Integration – Create Campaign Members 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 […]

4. Mailchimp to Salesforce Integration – Update Unsubscribes in Mailchimp

By Cheryl Fernandes | July 2, 2022 | 0 Comments

4. Update Unsubscribes in Mailchimp when a Contact is Unsubscribed in Salesforce 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 […]

Scroll to Top