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  1. Know Your Pardot Tools: The Lightning Email BuilderKnow Your Pardot Tools: The Lightning Email Builder by Katharine Atwood — published Apr 16, 2021 — last modified Oct 12, 2021 10:12 AM — filed under: Blog, Pardot, Email, Marketing, Automation

    A quick review of what’s what when it comes to the latest place to build email in Pardot.

    Located in Archive / 2021
  2. Using Gmail or Outlook with Salesforce and Einstein Activity CaptureUsing Gmail or Outlook with Salesforce and Einstein Activity Capture by Kelly Johnson — published Nov 03, 2021 — last modified Jan 27, 2022 03:01 PM — filed under: Blog, Email, Automation, Einstein

    How and why to build on Salesforce native email features with Gmail or Outlook integrations.

    Located in Archive / 2021
  3. Flow 101 - 3 Essential Flow Tips for the Salesforce AdminFlow 101 - 3 Essential Flow Tips for the Salesforce Admin by Blake Mahaffey — published Jan 21, 2022 — filed under: Blog, Flows, Flow, Automation

    Flow fundamentals for every admin to keep in their automation toolbox.

    Located in Archive / 2022
  4. Know Your Pardot Tools: The Classic Email Template LibraryKnow Your Pardot Tools: The Classic Email Template Library by Katharine Atwood — published Feb 01, 2022 — last modified Feb 08, 2022 01:29 PM — filed under: Blog, Pardot, Email, Automation

    What to do and what not to do with your collection of Pardot email templates.

    Located in Archive / 2022
  5. Confessions of an Automation Heart Break: How One Process Builder Lover Made the Switch to FlowConfessions of an Automation Heart Break: How One Process Builder Lover Made the Switch to Flow by Kate Lessard — published Jun 24, 2022 — last modified Jun 27, 2022 12:23 PM — filed under: Blog, Automation, Flows, Admin Tips, Workflow Rules, Process Builder

    Scared of making the shift to Flow? Keep reading for some tips on making the switch.

    Located in Archive / 2022
  6. Admin Tools vs Coding: Salesforce Automation and the Mystery of the Unread EmailsAdmin Tools vs Coding: Salesforce Automation and the Mystery of the Unread Emails by Mario Di Genio — published Jul 25, 2019 — filed under: Blog, Automation, Workflow Rules, Lightning Process Builder

    Sometimes there are issues that defy the rules. You think the system should do one thing, and yet either nothing happens or something unexpected happens. In ...

    Located in Archive / 2019
  7. Quick Tips for Managing Memberships with NPSP Using Quick Actions and WorkflowsQuick Tips for Managing Memberships with NPSP Using Quick Actions and Workflows by Berkeley Baker — published Aug 06, 2019 — last modified Aug 07, 2019 12:50 PM — filed under: Blog, NPSP, Workflow Rules, Automation

    Quick Tips to Improve Membership Management in Salesforce for Nonprofits

    Located in Archive / 2019
  8. Marketing in the Time of CrisisMarketing in the Time of Crisis by Tamara Buran — published May 13, 2020 — last modified May 13, 2020 10:09 AM — filed under: Blog, Pardot, Automation

    Build trust with your marketing and messaging when it's needed most.

    Located in Archive / 2020
  9. Flow Bits – Keeping your DML Outside of the LoopFlow Bits – Keeping your DML Outside of the Loop by James Bujold — published Jul 15, 2020 — filed under: Blog, Flow, Automation

    Flow Builder is a powerful declarative automation tool that can be used in countless ways to improve your organization’s Salesforce user experience. This post ...

    Located in Archive / 2020
  10. First Time Flownatic TipsFirst Time Flownatic Tips by Melinda Smith — published Aug 21, 2020 — filed under: Blog, Flow, Automation

    Here are some of the most complicated Flow concepts that took me some effort to master, but simplified, along with some advice to make your life as an admin ...

    Located in Archive / 2020
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