Sales Cloud Blog Category

Featured Article

How to Choose the Right Salesforce Partner for Marketing

If you’re a Marketing Manager or Director using Salesforce platforms, there’s a good chance you’re grappling with a lot. From campaign planning and reporting to proving marketing ROI and keeping stakeholders happy, there’s no shortage of priorities. Add to that the technical side of managing marketing automation - data models, journeys, integrations - and it’s easy to see why many teams look for external support.

Tom Ryan

6 mins

Coloured background with text How to Choose the Right Salesforce Partner for Marketing

Showing all Sales Cloud posts

Implementation Sales Cloud HubSpot

How to Add HubSpot Lists to Salesforce Campaigns

When marketing and sales teams operate in silos, opportunities slip through the cracks. Leads generated by marketing may not reach sales promptly, and sales might lack context about a lead’s journey. Or worse, qualified leads sit untouched because the sales team doesn’t know how warm they are.

Tom Ryan

4 mins

Sales Cloud Marketing Cloud

Salesforce Foundations: A Guide for Marketers

If you’re a Salesforce marketer juggling multiple tools, limited time, and increasing pressure to show ROI, the idea of activating something new probably feels like a tall order. Salesforce Foundations promises a free, powerful set of features that connects different clouds and unlocks advanced tools like Data Cloud and Agentforce. But with unclear feature lists and scattered help articles, it’s easy to overlook its value.

Tom Ryan

4 mins

Implementation Marketing Cloud Sales Cloud

10 Signs Your Salesforce Implementation Has Issues

Getting a martech proposal over the line takes time and patience. So, when you’ve waited months for C-suite or budget approval on your dream Salesforce marketing platform, it’s tempting to rush into implementation, launch campaigns, and hope to prove ROI faster.

Tom Ryan

3 mins

Sales Cloud Support

5 Must-Have Sales Cloud Dashboards & Reports

As artificial intelligence dominates discussion in the world of tech, it’s easy to get caught up in the buzz around what’s possible with marketing automation campaigns. At the same time, many customers are forgetting to address the basics of their accounts first. Specifically, are you able to report on current activity and performance with Sales Cloud dashboards and reports?

Jake Harrison

3 mins

Sales Cloud Marketing Cloud MCAE (Pardot)Data Cloud

Salesforce Career Paths: Which is Right for You?

Demand for Salesforce talent isn’t slowing. With a global ecosystem, and generative AI tipped to boost company performance further, adoption of Salesforce software continues to increase. This means now is an excellent time to consider Salesforce career paths.

Tom Ryan

5 mins

Support Marketing Cloud Sales Cloud

Getting Started with Revenue Operations & Salesforce

‘Revenue operations’ or ‘RevOps’, for short, is a relatively recent business term. It speaks to the idea of aligning all teams - sales, marketing, customer service, legal, finance - in order to generate maximum revenue for the business. This has always been important, of course, but now it has a name and a dedicated function within enterprise businesses.

Tom Ryan

5 mins

Training Sales Cloud

How to Automate Currency Conversion in Salesforce Using Flow

Managing exchange rates manually is one of those thankless tasks Salesforce Admins do every day. The good news is, there are options to avoid this!

Robbie Bain

8 mins

Support MCAE (Pardot)Sales Cloud

5 Reasons to Get Excited About Salesforce ‘Marketing GPT’

Salesforce is set to revolutionise the marketing automation world with its latest innovation - 'Marketing GPT.' What does this mean for Account Engagement (aka Pardot) marketers?