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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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7. Mailchimp to Salesforce Integration – Delete Campaign Member 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 …
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1. Mailchimp to Salesforce Integration – Setup & Sync Contacts 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 …
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How to Setup Custom Metadata Types for Record Types Business Problem You have heard time and time again, do not hard code Ids into your validation rules, flows and other Salesforce development. But you don’t quite understand how to use …
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How to Setup Campaigns in Salesforce Business Problem Trade shows are back! Sales and marketing teams are furiously working to remember how we used to attend and track trade show activities. Now is a great time to take a fresh …
2. Mailchimp to Salesforce Integration – Update Unsubscribes 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 several implementations …
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Cheat Sheet for Declarative Lookup Rollup Summaries Business Problem We have records that are related to each other in Salesforce and need to roll up values to the parent record. We tried using roll-up summary fields, but we ran into …
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Relate Leads to Accounts Using Salesforce Flow Business Problem A common issue sales reps run into in Salesforce is the existence of leads in their database that are current customers. They end up calling the prospect trying to pitch their …
Update County Based on Postal Code Using Flow Business Problem Some sales teams assign territories based on county in the United States and this requires someone to update the county in Salesforce in order to assign the Lead or Account …
How to Solve Contact Segmentation Using Accounts as Campaign Members Feature Business Problem Sales needs to pull a list of contacts for a specific set of companies in Salesforce. The catch is these companies do not have anything in common …
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Mailchimp to Salesforce Integration – Part 5 [ARCHIVED – See New Article] Click Here for Updated Part 5 Article We have learned a lot implementing Mailchimp over the past couple of years and have updated all of our articles. Check …
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Update Last Meeting Date on Contact Record Using Schedule-Trigger Flow Business Problem The sales team would like to report on the last meeting date for a Contact but when we try to use the standard Last Activity field, we see …
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