How To's

Home / How To's

Salesforce Campaign Influence: First Touch Campaign Attribution

By Cheryl Fernandes | May 15, 2024 | 0 Comments

Salesforce Campaign Influence: First Touch Campaign Attribution – Part 1A + 1B Series In these videos, you will learn how to setup the flows needed to create Campaign Influence records for a First Touch Campaign Attribution custom model. The flows […]

Salesforce Campaign Influence: Intro to Custom Models

By Cheryl Fernandes | May 12, 2024 | 0 Comments

Salesforce Campaign Influence: Intro to Custom Models for Campaign Attribution In this video, we will review how to setup custom models in Campaign Influence for orgs that are not using Account Engagement (formerly known as Pardot). You will learn about […]

Mastering Salesforce Campaigns: Campaign Influence Initial Setup

By Cheryl Fernandes | May 4, 2024 | 0 Comments

Mastering Salesforce Campaigns: Campaign Influence Initial Setup & Reporting In this video, we will show you how to setup Campaign Influence to measure the impact of your campaigns on your opportunities. We will explain the difference between primary influence versus […]

Report on Salesforce Mass Emails, List Emails & HTML Email

By Cheryl Fernandes | April 25, 2024 | 0 Comments

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 Email vs. List Email

By Cheryl Fernandes | April 16, 2024 | 0 Comments

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

By Cheryl Fernandes | April 7, 2024 | 0 Comments

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 Definitions + Relationships

By Cheryl Fernandes | March 19, 2024 | 2 Comments

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

By Cheryl Fernandes | March 14, 2024 | 0 Comments

Contact Management Best Practices Business Problem 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 […]

Einstein Next Best Action Browser Refresh – Code for Video

By Cheryl Fernandes | March 3, 2024 | 0 Comments

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 […]

Quiz Ninja App for Salesforce

By Cheryl Fernandes | February 4, 2024 | 0 Comments

Quiz Ninja App for Salesforce 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 […]

Scroll to Top