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  • January 24, 2022

    Mark Your Calendars: Best Salesforce Events Jan 23, 2022—jan 27, 2022

    I’m going to refer to Thursday of this week as thoughtful, and take-charge Thursday! The good old Salesforce ecosystem has so much in…

    January 20, 2022

    Simplify Your Business’ Document Generating Experience by Creating Reusable Templates That Meet the Needs of Every Use Case.

    From the simple to the complex, the ability to develop and implement document templates within Salesforce makes file generation easier to manage, maintain, and update.

    January 17, 2022

    Mark Your Calendars: Best Salesforce Events Jan 17, 2022 — jan 21, 2022

    What a week I have lined up for y’all! Break is over and it’s time to get back to business! The end of the fiscal year is approaching us…

    January 15, 2022

    Mambo Merge Features, Functionality and Options.

    All editions offer a comprehensive and rich feature set, built for just the right use case scenario within Salesforce. Identify the features that work best for your business.

    January 13, 2022

    Leading International Consumer Brand Uses Mambo Merge to Streamline Support Operations.

    You do everything you can to make your customers’ experiences simple, seamless, and satisfying — but no business is perfect. How your operation deals with those inevitable (and hopefully rare) support issues can make all the difference when it comes to CX.

    January 12, 2022

    Join Us for 2022's First Mambo Merge Office Hours!

    It’s a brand new year and, while we’re all still getting used to writing “22” instead of “21”, the annual suffix-change hasn’t slowed down…

    January 10, 2022

    Mark Your Calendars: Best Salesforce Events Jan 10, 2022 — Jan 14, 2022

    New Year but not new me. I’m back from the holiday break and am avidly searching for the best of the best Salesforce events in and out of…

    January 6, 2022

    Quickly, Easily, and Securely Create Documents in Salesforce With Mambo Merge!

    Your data, straight into the format you need: Word, PDF, Powerpoint, HTML, and more — all with the click of a button.

    December 24, 2021

    Generate Personalized Holiday Cards in Salesforce

    We’re right in the middle of the holiday stretch and it’s about that time where marketing, sales, success, and support teams start sending…

    December 20, 2021

    Mark Your Calendars: Best Salesforce Events Dec 20, 2021 — Dec 24, 2021

    The holidays are HERE and that means we have no Salesforce related events for you this week. None, nada, zilch. In fact, I won’t have an event blog post for a few weeks due to events coming back in January. I know it’s sad, but you will have all of your own personal events to attend to! But if you still want to get together with your Salesforce friends, make sure to check out your local Salesforce community group and see if they are doing a happy hour or gift exchange!

    December 17, 2021

    Newest Salesforce Ideaexchange Winners!

    As you may know, the Salesforce IdeaExchange is one of my favorite features of the platform — offering Trailblazers, users, admins, and…

    December 14, 2021

    Mark Your Calendars: Best Salesforce Events Dec 13, 2021 — Dec 17, 2021

    We are officially at that time of year where most business and people slow down, however that doesn’t mean our events are slowing down…

    December 6, 2021

    Mark Your Calendars: Best Salesforce Events Dec 6, 2021 — Dec 10, 2021

    Sorry, but last week we didn’t have any events, but I’m making that up to you this week with allllll of the events. I don’t even have room…

    December 1, 2021

    Mk Partners’ December Giveaway Is Live!

    The year is winding down, but this month’s contest is just heating up — it’s time for MK Partners’ December Giveaway! The contest is open…

    November 22, 2021

    Mark Your Calendars: Best Salesforce Events Nov 22, 2021 — Nov 26, 2021

    Due to the Thanksgiving Holiday here in the States, I only have 1 event for you. Just 1. Our recap of last week is a longer read. So sit…

    November 19, 2021

    Run Your Office Secret Santa, Right in Salesforce

    With the holidays on the horizon, if your team, department, or office is planning a gift exchange — you can save yourself the spreadsheets…

    November 18, 2021

    Mk Partners X Sova: Another Pledge 1% Success

    Last week we had the privilege and pleasure of continuing our Pledge 1% commitment. This time with another successful (Thanksgiving-themed)…

    November 15, 2021

    Mark Your Calendars: Best Salesforce Events Nov 15, 2021 — Nov 19, 2021

    The last 2 weeks may have been exhausting, but you need to keep your energy going cause this week is jam packed too! Well technically it’s…

    November 8, 2021

    Mark Your Calendars: Best Salesforce Events Nov 8, 2021 — Nov 12, 2021

    As I mentioned last week we are on a conference roll and this week is no exception! Starting bright and early on a Monday and going until…

    November 5, 2021

    Choosing the Right Automation Tool in Pardot

    Choosing the right tool for the task is the first step of any successful endeavor. But, with a platform as flexible and feature-rich as…

    November 3, 2021

    Salesforce Revolutionizes Pandemic Safety With Vaccine Cloud

    The COVID-19 pandemic has rewritten the rulebook on events, workplaces, and operations overall — giving rise to the digital HQ and giving…

    November 1, 2021

    Mark Your Calendars: Best Salesforce Events Nov 1, 2021 — Nov 5, 2021

    I may be out on vacation, but these events sure aren’t! In fact this week and next week has some fun conferences and summits in store for…

    October 29, 2021

    Mambo Merge Takes the Gold at Tahoe Dreamin’ Demo Jam

    If you’re a West Coast member of the Salesforce Community, there’s a good chance you’ve spent the last few days in beautiful Lake Tahoe for...

    October 21, 2021

    Mambo Merge at Tahoe Dreamin’

    Next week will see the return of Salesforce trailblazers to one of the most special (and scenic) annual events for the CRM and its...

    October 14, 2021

    What’s Driving Digital Transformations?

    With the pandemic pushing so many workplaces remote, the rise of the Digital HQ, and an ever-expanding landscape of integratabtle business...

    October 11, 2021

    Mark Your Calendars: Best Salesforce Events Oct 11, 2021 — Oct 15, 2021

    I have a short, but a mixed bag of events for you this week. Some are short, some are very long, and some aren’t even Salesforce events…

    October 11, 2021

    Video Review: Dreamforce ‘21

    Dreamforce Everywhere, aka Dreamforce ’21, is officially in the books and the first post-pandemic, in-person Salesforce event was a hit!

    October 6, 2021

    Your Winter ’22 Release Prep Playlist

    By the end of this week the Winter ’22 release will be live in production orgs everywhere so, if you haven’t already read through the…

    October 4, 2021

    Mark Your Calendars: Best Salesforce Events Oct 18, 2021 — Oct 22, 2021

    This week may look short, but all of these events are definitely not short. In fact, it’s just the opposite. So sit back, open up your…

    October 4, 2021

    Mark Your Calendars: Best Salesforce Events Oct 4, 2021 — Oct 8, 2021

    Salesforce has a variety of events for you this week! They are still sticking to virtual events, so you don’t have to leave your house and…

    September 30, 2021

    Feature Retirement: Process Builder + Workflow Rules — Hello Flow!

    This has been in the works for a while, and it was made official at Dreamforce this year — Process Builder and Workflow Rules are being...

    September 28, 2021

    Mark Your Calendars: Best Salesforce Events Sep 27, 2021 — Oct 1, 2021

    And in a blink of an eye we are already in Fall! Guess that means it’s time for me to fall back into my corn-y jokes, such as don’t worry…

    September 21, 2021

    Top 10 Ways Admins Can Supercharge Their Salesforce ROI

    Dreamforce is officially underway! And, in addition to the admittedly shrunken down, invite-only, in-person event in San Francisco — over…