It’s that time of year again — the seemingly-speediest section of the Salesforce calendar where the combination of Community Events and the countdown to Dreamforce cause the days to fly by with avalanche-esque acceleration. And, as the long days of Summer begin to shorten once again, and San Francisco preps for the annual influx of Trailblazers, it also means we’re rapidly approaching the third and final Salesforce release of the year — the Winter ’24 Release!

Mambo Merge attends the next community event.

Winter ’24 release notes are soon coming to a help-dot-Salesforce near you and, with them, a chance to re-calibrate some of those essential skills and leverage new functionality launched in the release. While AI is paving the way for faster and simpler automation for existing tasks, one must still harness the fundamentals in order to stay ahead of the curve..

The Salesforce AppExchange is full of handy tools, helpful add-ons, and creative solutions to common problems — but it can also sometimes feel like an overwhelming wall of options.

Today’s post comes to us straight from the trenches.

Marketing Cloud Account Engagement is a powerful tool for marketing and sales teams and it’s rich in functionality that, if your migrating over from a more shallow, essentially email-only platform like Constant Contact, MailChimp, etc…, is definitely worth a closer look. As tempting as it may be to simply replicate your current process in the new platform, if you make a straight 1:1 migration, you’ll be leaving a lot of potential on the table..

Salesforce is an amazing tool. Allowing you to better organize, manage, and even automate your activities.

When it comes to cloud-based applications like Salesforce, typical pricing models are based on a per-user-license…

The foundation of every nonprofit is people. The founders who saw an opportunity and envisioned an organization that could help, the employees and volunteers who keep operations running smoothly, the donors and patrons who fund the efforts and spread the word, and the beneficiaries whose lives are improved..