Arkus, Inc.

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

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

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

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

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

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

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

by Mario Di Genio — published Jul 25, 2019 — filed under: Blog, Automation, Workflow Rules, Lightning Process Builder

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 ...

Located in Archive / 2019

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

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

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

Flow Bits – Keeping your DML Outside of the Loop

by James Bujold — published Jul 15, 2020 — filed under: Blog, Flow, Automation

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 ...

Located in Archive / 2020

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