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  1. 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
  2. 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
  3. 6 Ways Nonprofits Can Take Marketing Cloud to the Next Level
    by Ed Gray — published Mar 22, 2023 — last modified Mar 23, 2023 02:22 PM — filed under: Blog, Nonprofit, Marketing Cloud, Automation
    Have you explored all you can do with Marketing Cloud? Discover how to level up like an expert.
    Located in Archive / 2023
    6 Ways Nonprofits Can Take Marketing Cloud to the Next Level
  4. 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?
  5. Confessions 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 04:23 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
    Confessions of an Automation Heart Break: How One Process Builder Lover Made the Switch to Flow
  6. Don’t Automate Mistakes: Three Things Admins Can Learn from EDM Producers
    by Blake Mahaffey — published Jun 20, 2022 — last modified Jul 27, 2022 02:55 PM — filed under: Blog, Automation, Admin Tips
    Here are three guiding principles that can lead the way in expert music creation and Salesforce Flow design.
    Located in Archive / 2022
    Don’t Automate Mistakes: Three Things Admins Can Learn from EDM Producers
  7. 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
  8. Flow 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
    Flow 101 - 3 Essential Flow Tips for the Salesforce Admin
  9. 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
  10. Know Your Pardot Tools: The Lightning Email Builder
    by Katharine Atwood — published Apr 16, 2021 — last modified Oct 12, 2021 02:12 PM — 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
    Know Your Pardot Tools: The Lightning Email Builder
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