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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 How do I manage contacts who are no longer active?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 […]

DocuSign for Salesforce: Configure a W9 Form to Writeback to Salesforce

By Cheryl Fernandes | September 24, 2023 | 0 Comments

DocuSign for Salesforce – How to Configure a W9 Form to Writeback to Salesforce 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 […]

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 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 find a […]

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 – Manage Email Address Changes

By Cheryl Fernandes | May 23, 2023 | 0 Comments

8. Mailchimp to Salesforce Integration – How to Manage Email Address Changes IMPORTANT UPDATE: As of June 2024, we learned Mailchimp delisted their AppExchange package – BUT you are still able to download the free app if you have the […]

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