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 […]
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 […]
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 […]
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 […]
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 […]
Mailchimp to Salesforce Integration – Part 4 [ARCHIVED – See New Article] Click Here for Updated Campaign Member Deletion Automation Article We have learned a lot implementing Mailchimp over the past couple of years and have updated all of our […]
Mailchimp to Salesforce Integration – Part 3 [ARCHIVED – See New Article] 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 […]
Mailchimp to Salesforce Integration – Part 2 [ARCHIVED – See New Article] 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 […]
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