Category: Salesforce

You may have already heard that there is a new Sales Cloud edition joining the family – this edition is actually “Unlimited”.  This post will explore the key functionality of Sales Cloud Unlimited, which can be easily leveraged within a Salesforce instance to take day-to-day… Read More

Before joining Copado, I worked at Salesforce for nine years where I helped to create the Force.com platform. I was the original product owner that launched AppExchange back in September 2005. Today my thoughts go back to the time when we first went live with… Read More

Email is core to marketing automation – the ‘bread and butter’. Sending an email from Pardot (Account Engagement) often comes first with new accounts. How do you send an email in Pardot? The process differs from one marketing automation platform to the next, and with… Read More

With every year that passes, AI continues to amaze us with its automation skills and human-like insights. Everything from voice assistants to facial recognition is powered by AI and is creeping into our lives; it’s slowly becoming ubiquitous. This week, there has been another major… Read More

There are thousands of Salesforce consultancies (2166 on the AppExchange, to be exact), working to implement and optimize the Salesforce product suite for organizations. On the surface, consultancies appear to ‘do the same thing’ – go to any consultancy’s website and you will see the… Read More

A Salesforce Project Manager oversees Salesforce implementation projects (end to end) on a variety of Salesforce “clouds” and levels of complexity. Their priority is to ensure the project is successful – delivered on time and within budget. Project managers wear many hats and have a… Read More

Salesforce change sets have enabled admins to easily move changes from sandbox to production for many years. Despite the explosion of DevOps products in the last couple of years, I know from experience that many admins still use change sets – I met lots of… Read More

Marketing Cloud salaries are a hot topic. The increasing demand for Salesforce Marketing Cloud skills and the growing Salesforce economy means that these professionals find themselves in a good position, boasting some of the most in-demand expertise, and the hardest to retain skilled professionals for.… Read More

The Engagement Metrics component in Salesforce displays marketing asset performance, directly within Salesforce Campaigns. Thanks to Connected Campaigns, you can sync all activities (engagement) happening with Pardot marketing assets (emails, forms, landing pages etc.) Having key marketing metrics in one place is a nice capability.… Read More