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Know Your Pardot Tools: The Lightning Email Builder

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

Using Gmail or Outlook with Salesforce and Einstein Activity Capture

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

Flow 101 - 3 Essential Flow Tips for the Salesforce Admin

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

Know Your Pardot Tools: The Classic Email Template Library

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

Confessions of an Automation Heart Break: How One Process Builder Lover Made the Switch to Flow

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

Admin Tools vs Coding: Salesforce Automation and the Mystery of the Unread Emails

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 ...

Quick Tips for Managing Memberships with NPSP Using Quick Actions and Workflows

Quick Tips to Improve Membership Management in Salesforce for Nonprofits

Marketing in the Time of Crisis

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

Flow Bits – Keeping your DML Outside of the Loop

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 ...

First Time Flownatic Tips

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 ...