Executing a Marketing Strategy with Pardot
One of the most in-depth sessions that I go through with clients is helping them plan, step-by-step, how they will execute a marketing strategy in their Pardot instance. Here’s how we do it.
Quick Tips for Managing Memberships with NPSP Using Quick Actions and Workflows
Quick Tips to Improve Membership Management in Salesforce for Nonprofits
Admin Tools vs Coding: Salesforce Automation and the Mystery of the Unread Emails
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 this post we’re going to analyze a use case with the Salesforce email feature and how to control the emails received, where a lot of unexpected things happened.
Audit Fields and Your Salesforce Data Migration
How to use the “Create Audit Fields” permission to capture valuable insights otherwise lost in the migration to a new org.
What an Online Donation Platform is Doing for You
There is a lot more to these tools than meets the eye; here is a start to understanding their value.
Choosing The Best Fundraising Platform for Salesforce for Nonprofits
If you’re part of a nonprofit team working to stay on top of your fundraising with tech, how do you know you’re using the best tools out there?
2019 Texas Dreamin’ Recap
The Texas-sized Salesforce event of the year.
Summer 19 Ideas Delivered
Salesforce again delivers on Ideas from the Community in the Summer ‘19 release.
Sending and Suppressing Your Message with Target Marketing Automation
Pardot, and other marketing automation options out there, generally want to know two things when sending an email—who should receive it, and who should definitely NOT receive it? Getting these lists right is imperative when sending targeted content.
What Actors Know That Will Help Salesforce Admins
Check out the cycle of working as an actor, the techniques used, and how it all relates to being a Project Manager at Arkus, Inc.