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  1. Know Your Pardot Tools: The Classic Email Template Library
    by Katharine Atwood — published Feb 01, 2022 — last modified Feb 08, 2022 06:29 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
    Know Your Pardot Tools: The Classic Email Template Library
  2. Marketing in the Time of Crisis
    by Tamara Buran — published May 13, 2020 — last modified May 13, 2020 02:09 PM — filed under: Blog, Pardot, Automation
    Build trust with your marketing and messaging when it's needed most.
    Located in Archive / 2020
    Marketing in the Time of Crisis
  3. Moving to Salesforce Flow: Where Do You Start?
    by Kim Vlasnik — published Dec 29, 2022 — filed under: Blog, Automation
    Thoughtful planning can help reduce your technical debt while you make the move to Flows.
    Located in Archive / 2022
    Moving to Salesforce Flow: Where Do You Start?
  4. Optimize Omni-Channel Routing Using Waterfall Flow
    by Brandon Van Galder — published Nov 08, 2023 — last modified Nov 30, 2023 09:32 PM — filed under: Blog, Admin Tips, Automation, Flow
    Use an Omni-Channel flow to route and reroute incoming chats to multiple queues based on agent availability.
    Located in Archive / 2023
    Optimize Omni-Channel Routing Using Waterfall Flow
  5. Quick Tips for Managing Memberships with NPSP Using Quick Actions and Workflows
    by Berkeley Baker — published Aug 06, 2019 — last modified Aug 07, 2019 04:50 PM — filed under: Blog, NPSP, Workflow Rules, Automation
    Quick Tips to Improve Membership Management in Salesforce for Nonprofits
    Located in Archive / 2019
    Quick Tips for Managing Memberships with NPSP Using Quick Actions and Workflows
  6. Using Gmail or Outlook with Salesforce and Einstein Activity Capture
    by Kelly Johnson — published Nov 03, 2021 — last modified Jan 27, 2022 08:01 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
    Using Gmail or Outlook with Salesforce and Einstein Activity Capture
  7. Why You Should Leverage the Power of a Custom Preference Center in Marketing Cloud
    by Katrina Donarski — published Jun 16, 2023 — last modified Jun 16, 2023 03:50 PM — filed under: Blog, Marketing Cloud, Marketing, Automation
    While you can use a standard preference center, you will miss out on many of these advanced functionalities.
    Located in Archive / 2023
    Why You Should Leverage the Power of a Custom Preference Center in Marketing Cloud
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