Salesforce and CRMs

New Template: Salesforce Data Retention and Destruction policy

July 22, 2020·Our newest resource is a template designed to help enterprise Salesforce teams develop their own Salesforce Data Retention and Destruction policy. As the hub of customer data, Salesforce is a... Read More

by Eilidh Lindsay-Sinclair

Securing Data in Motion With Salesforce Marketing Cloud

In this post, we look at how to move data in and out of Salesforce Marketing Cloud securely. When designing data exchange processes between Salesforce Marketing Cloud and external platforms,...

Einstein Email and Web Recommendations for Salesforce Marketing Cloud

The recording below is the first episode of the Master Einstein for Salesforce Marketing Cloud webinar series hosted by Salesforce MVP Eliot Harper. In this video, Eliot Harper provides an in-depth...

Einstein Content Selection for Salesforce Marketing Cloud

The recording below is the third episode of the Master Einstein for Salesforce Marketing Cloud webinar series hosted by Salesforce MVP Eliot Harper. In this video, Eliot Harper provides an...

Einstein Messaging Insights and Einstein Copy Insights for Salesforce Marketing Cloud

The recording below is the first episode of the Master Einstein for Salesforce Marketing Cloud webinar series hosted by Salesforce MVP Eliot Harper. In this video, Eliot Harper explains Einstein Messaging...

Salesforce Einstein Engagement Frequency & Engagement Scoring

The recording below is the first episode of the Master Einstein for Salesforce Marketing Cloud webinar series hosted by Salesforce MVP Eliot Harper. In this video, Eliot explains Einstein Engagement...

How to Measure Salesforce Process Performance

In a previous post, we shared the most common challenges Salesforce admins and developers face when it comes to Salesforce org performance and speed. Now, we’ll show you how to...

How To Improve Salesforce Performance

Slow performance in Salesforce can be frustrating for users and a drain on business resources. While there are a number of potential causes for a slow system, there are two...

Salesforce MVP Eliot Harper Joins CloudKettle

We are excited to welcome Salesforce MVP Eliot Harper to the CloudKettle team as a Senior Marketing Technology Architect! Eliot Harper has been recognized, by Salesforce, as a member of...

New Webinar Series: Master Einstein for Salesforce Marketing Cloud

New Webinar Series: Master Einstein for Salesforce Marketing Cloud hosted by Salesforce MVP Eliot Harper. We’re excited to share insights on how to quickly get started using Einstein for Salesforce...

New Template: Salesforce Technical Debt Reduction Policy

Our newest resource is a policy template designed to help reduce Salesforce technical debt and ensure the health of your Salesforce org. It’s widely understood that as orgs age and...

How to Manage Technical Debt in Salesforce

Managing technical debt is a challenge almost all enterprises face. As Salesforce orgs age and the companies they service grow in complexity, technical debt accumulates. While a small amount of...

Top 3 Takeaways From The Tableau CRM Plus Virtual Partner Summit

Last week we had the opportunity to attend the Tableau CRM (formerly Einstein Analytics) Plus Virtual Partner Summit. It was great to connect with other certified Tableau CRM and Discovery...