Category: Salesforce

As Lists are the backbone of Pardot (Account Engagement) segmentation, you can think of Pardot Dynamic Lists as the muscles. Any marketer will be well versed in the age-old motto: “right message, at the right time” – segmentation lists play a key part in orchestrating… Read More

Salesforce Architects are some of the most in-demand professionals in the Salesforce ecosystem. Using their expertise, they map the structure and function of your Salesforce solution – ensuring it remains functional, safe, and economical, as well as suitable for the specific needs of the business.… Read More

Salesforce Commerce Cloud is a cloud-based commerce platform that supports online retailers in marketing, merchandising, shopping experience, fulfillment, customer service, and more. In its broadest terms, Commerce Cloud can be split into two categories: B2C Commerce and B2B Commerce. These are built on completely different… Read More

Join Odaseva on October 26-27, 2022 for a free virtual event for enterprise-level Salesforce Architects to talk about ideas, opportunities, and strategies — all to maximize the value of Salesforce data. CTAs (over 20!) and data experts from across the ecosystem are coming together to… Read More

Contact roles define the level of influence that a contact has within an opportunity account, case, or contract. Opportunity contact roles provide a direct link between contacts and opportunities that doesn’t exist in the Salesforce data model. Contact roles on opportunities are visible in the… Read More

Salesforce announced the Business Analyst certification would be available from July 2022. On paper, the Business Analyst certification is suitable for “individuals who have 2 years of Business Analyst experience…and 2 years of Salesforce Platform experience.” After a career in Pardot/Salesforce consulting, and having spent… Read More

With 8,250 votes and 81,940 points, it was about time we were treated to the ability to create custom Address fields in Salesforce! This feature has been an idea since July 12, 2007. But as of Winter ‘23, the Salesforce Custom Address Field will be… Read More

Platform Events exchange event data in real-time within the Salesforce platform, as well as between Salesforce and external platforms. Simply put, this is the way that Salesforce can broadcast when there have been changes made that these other modules/external platforms need to act on. Platform… Read More

IBM’s insightful, data-driven “State of Salesforce” report has uncovered some interesting trends. Salesforce “continues to be a significant force in the customer success strategy of many businesses”, but what does this mean in the context of day-to-day operations, and how are leaders driving forwards in… Read More

As core capabilities of Salesforce CDP, the conversation around data unification, identity resolution, and segment activation has truly taken off this year. Salesforce CDP has delivered near-constant innovation, gaining the spotlight at the Connections ‘22 event, then followed by Salesforce Genie, unveiled at Dreamforce, giving… Read More