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  • March 20, 2023

    Salesforce “How To” ABCs: O

    How to open the developer console window

    March 14, 2023

    The How’s (and Why’s) of Document Generation in Salesforce

    Built-In Tools vs. AppExchange Solutions

    March 10, 2023

    RECAP: TrailblazerDX ’23

    A virtual experience and perspective

    March 8, 2023

    Take Your Next Salesforce Cert Exam for Free: Enter to Win our TDX Contest!

    With TrailblazerDX in full swing, our feeds are full of new features, product news, and the inspiring Trailblazer stories that get us fired…

    March 7, 2023

    Marketing Cloud “How Tos”: Add a Favicon to CloudPages

    When the ancient Greek philosophers used to debate about what it was, exactly, that made someone “Human” — they’d bounced between…

    March 3, 2023

    Join us for March’s Mambo Merge Office Hours!

    The Spring ’23 release is live, February’s falling behind us, and Trailblazers from all over are headed up to TDX next week — and that…

    February 28, 2023

    A New Look for the Trailblazer Community

    This Trailblazer Community update is so fresh, I swear I saw the site go down briefly while they made the update…

    February 22, 2023

    TrailblazerDX is Two Weeks Out!

    The first of Salesforce’s “big” annual events is on the horizon — TrailblazerDX is heading back to San Francisco in just two short weeks!

    February 17, 2023

    Salesforce (Not So) Secrets: Improve “At-a-Glance” UX with Emojis in Formula Fields!

    Your Salesforce org is only as good as its data AND your team’s ability to digest, analyze, and act on that data. That’s why good UX is so…

    February 16, 2023

    ChatGPT Plus? Are $20 Dollars A Month Worth The Investment?

    It was only a matter of time before a subscription model was put into motion. ChatGPT represents a major breakthrough in the computer world…

    February 14, 2023

    What We Love about Salesforce

    Chocolates and flowers have been flying off the shelves, Cupid’s arrows are whizzing above our heads, and last minute reservations are…

    February 9, 2023

    Shape the Salesforce Product Roadmap: Prioritization Voting is Live until Feb. 13!

    We talk a lot about new Salesforce releases here. With three every year (Winter, Spring, and Summer) it feels like there’s always something…

    February 6, 2023

    Join us for February’s Mambo Merge Office Hours!

    January is in the rearview mirror, Spring ’23 is going live for the rest of the Trailblazer community this weekend, and the recent Demo Jam…

    January 31, 2023

    Salesforce “How To” ABCs: N

    How to Create a New Campaign

    January 26, 2023

    Automotive Cloud: How Salesforce is Driving Automakers (& Car Owners) to Success

    On January 3rd, 2023, Salesforce unveiled some new & exciting Commerce Cloud solutions. Automotive Cloud, which will be available…

    January 25, 2023

    Salesforce Document Generation That’s Better Than {{Competitor__C}}

    Mambo Merge eliminates pain points one document at a time.

    January 20, 2023

    Spring ’23 Release Highlights: Marketing Cloud Account Engagement (Pardot)— General Enhancements

    Well, the time has finally come. Salesforce has officially posted release notes for the official Spring ‘23 debut of Marketing Cloud…

    January 18, 2023

    Join Us At Cactusforce ‘23

    And Catch Mambo Merge at Demo Jam!

    January 12, 2023

    Spring ’23 Release Highlights: Picklist Improvements (and a “Heads Up!”)

    As we continue our countdown to the Salesforce Spring ’23 release, we’re once again peppering the lead-up to launch with our picks for the…

    January 10, 2023

    Spring ’23 Release Highlights: Pipeline Inspection

    Pipeline Inspection is one of the many features which will be receiving upgrades within the Salesforce product suite for its big Spring ’23…

    January 6, 2023

    Spring ’23 Release Highlights: Jesus’ Picks

    Inclusive Data, Real-Time Automation, Auto-MFA, Field-Level Security, and More!

    January 5, 2023

    Join us for 2023’s First Mambo Merge Office Hours!

    The new year’s underway and, once all this wild weather clears, we’ll be looking at a brand new Mambo Merge release (mid-January) and the…

    January 4, 2023

    Salesforce Spring ’23 Release Timeline

    The new year is in full swing, the confetti’s been cleaned up, and we’re (mostly) used to writing “/23” on dates by now, and that all…

    December 15, 2022

    Salesforce Genie and the Rise of “Customer Companies”

    Dreamforce marked the introduction of Salesforce Genie (and a rapid spike in Google searches).

    December 13, 2022

    Saying Goodbye to Pardot Classic = Just Like We Did With TWA Just Over 21 Years-Ago…

    Here’s a Weird Coincidence: I stayed at the TWA Hotel at New York — Kennedy (JFK) Int’l Airport before flying back to Los Angeles, CA…

    December 7, 2022

    ChatGPT x Salesforce: Formula Fields

    The AI chatbot that can translate conversational English into helpful answers, ChatGPT…

    December 1, 2022

    Marketing Cloud for “Pardot Speakers”: How to Create a Form for a Landing Page

    “Pardot” was my introduction to the marketing aspect of the Salesforce ecosystem, hence I will always remember it that way. My trailblazer…

    November 29, 2022

    Journey Builder in Marketing Cloud: The Quirks

    I always celebrate Thanksgiving by watching one of my favorite movies of all-time directed by John Hughes: Planes, Trains, and Automobiles…

    November 16, 2022

    Custom Redirects, Pardot, and Salesforce: “Together Forever & Never to Part!”

    Rick Astley was absolutely on-point back in 1987 (& also a potential Marketing Genius…

    November 11, 2022

    Sharing Customer Success Stories Benefits Everyone

    Learning from others in ways we never imagined

    November 9, 2022

    Marketing Cloud for “Pardot Speakers”: How to Automate a Segmentation List / Dynamic Lists

    Whether it’s Pardot’s nominal transition to Marketing Cloud Account Engagement, a “platform migration” for your marketing team, or a “new…

    November 4, 2022

    Salesforce “How To” ABCs: M

    How to Merge Accounts

    October 27, 2022

    Upgrade Your Salesforce Marketing Cloud Engine Horsepower with Slack. (That’s Right, Slack!)

    Keeping track of activity across Marketing Cloud, especially the new program upgrades from the Winter ’23 release, is critical. The new…