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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 deal since most orgs have Salesforce integrated with at …
How to Use the New Salesforce Integration User Licenses Read More »
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 and Salesforce and wanted to provide you with …
8. Mailchimp to Salesforce Integration – How to Manage Email Address Changes Read More »
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 and Salesforce and wanted to provide you with …
5. Automatically Tag Contacts in Salesforce & Sync to Mailchimp Read More »
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 and Salesforce and wanted to provide you with …
3. Mailchimp to Salesforce Integration – Campaign Sync Read More »
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 and Salesforce and wanted to provide you with …
6. Mailchimp to Salesforce Integration – Create Campaign Members Read More »
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 and Salesforce and wanted to provide you with …
4. Mailchimp to Salesforce Integration – Update Unsubscribes in Mailchimp Read More »
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 and Salesforce and wanted to provide you with …
7. Mailchimp to Salesforce Integration – Delete Campaign Member Read More »
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 and Salesforce and wanted to provide you with …
1. Mailchimp to Salesforce Integration – Setup & Sync Contacts Read More »
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 Custom Metadata Types to help you solve this problem. …
How to Setup Custom Metadata Types for Record Types Read More »
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 approach to how you are tracking …
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 and Salesforce and wanted to provide you with …
2. Mailchimp to Salesforce Integration – Update Unsubscribes in Salesforce Read More »
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 one of these issues: Our records do …
Cheat Sheet for Declarative Lookup Rollup Summaries Read More »
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 product and the person tells them “We …
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 to the appropriate person. Automating the update to …
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 for you to filter for. You may have solutioned this in …
How to Solve Contact Segmentation Using Accounts as Campaign Members Feature Read More »
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 out our new Mailchimp How To section for more ways to extend …
Mailchimp to Salesforce Integration – Part 5 – ARCHIVED Read More »
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 there are dates in the future. In order to solve …
Update Last Meeting Date on Contact Record Using Schedule-Trigger Flow Read More »
Click Here for Updated Part 4 Article We have learned a lot implementing Mailchimp over the past couple of years and have updated all of our articles. Check out our new Mailchimp How To section for more ways to extend …
Mailchimp to Salesforce Integration – Part 4 – ARCHIVED Read More »
Click Here for Updated Part 3 Article We have learned a lot implementing Mailchimp over the past couple of years and have updated all of our articles. Check out our new Mailchimp How To section for more ways to extend …
Mailchimp to Salesforce Integration – Part 3 – ARCHIVED Read More »
Click Here for Updated Part 2 Article We have learned a lot implementing Mailchimp over the past couple of years and have updated all of our articles. Check out our new Mailchimp How To section for more ways to extend …
Mailchimp to Salesforce Integration – Part 2 – ARCHIVED Read More »
Click Here for Updated Part 1 Article We have learned a lot implementing Mailchimp over the past couple of years and have updated all of our articles. Check out our new Mailchimp How To section for more ways to extend …
Mailchimp to Salesforce Integration – Part 1 – ARCHIVED Read More »
Business Problem This article will explain how to convert your process builder from using scheduled actions to using paused flows. Please review this blog post prior to reading this one, it will help further explain deleting paused flow interviews. You …
Business Problem So you have the Leads related to Accounts based on the match between the Lead’s email address domain and the Account’s website domain. If you don’t, check out this article on how to get the free app to …
Business Problem Salesforce provides a slick way to identify duplicates and merge them using Duplicate Rules and Matching Rules. When you create or edit a record that triggers the rule, a Duplicate Record Set record is created with at least …
Please Note We have a new version of this package that uses record-triggered flow instead of process builder for the automations since Salesforce has announced they are deprecating process builder. We are leaving this page up so people who have …
Update County Based on Postal Code Using Process Builder (See new article using flow) Read More »
Click Here for Updated Article Using Salesforce Flow We have updated the Relate Leads to Accounts package to use Salesforce Flow since Process Builder is being deprecated by Salesforce. Please see the new article for instructions on how to setup …
Relate Leads to Accounts – See new article using flow Read More »
Business Problem This article will explain how to automate the deletion of paused flow interviews in Salesforce so your users can circumvent errors and ensure you will not hit the paused flow interview limit. If you have experimented with paused …