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Why Understanding Logical Fallacies Is Crucial for Salesforce Business Analysts

Ever get the feeling that someone’s ideas or arguments just don’t add up? They sound reasonable, but you know in your gut that something’s just not quite right? That’s probably because the reasons that you have been hearing are logical fallacies. If you are reading this and have never heard of…

Creating a Salesforce Campaign Influence Model That Actually Reflects Your Impact

Campaign Influence in Salesforce is supposed to help marketers prove their value. But the reality is that the standard models (Primary Campaign Source and, for Marketing Cloud Account Engagement customers, First, Last, and Even Distribution) are pretty rigid. Auto Association settings give you the smallest amount of control, and sometimes…

Salesforce Certifications Don’t Prove Mastery But Dismissing Them Proves Something Else

I recently found myself scrolling through LinkedIn, and saw that the Salesforce ecosystem is once again lighting up with the familiar argument: do certifications really matter? I quickly check whether there’s anything different with this person’s particular argument or standpoint, but I’m inevitably disappointed. Generally speaking, on one side, you have…

The Creeping Scope in Salesforce Projects: A Cautionary Halloween Tale

It starts the same way every year. A crisp autumn breeze, people putting on their fancy dress. And in the dim light of a project kickoff meeting, a whisper that sends shivers down your spine can be heard: “It’s just one more field.”This is where it begins. Before you realize…

Building Resilient Architecture in Salesforce: Lessons from Murphy’s Law

“Anything that can go wrong will go wrong.” You’ve probably heard this before. Maybe you said it yourself. Perhaps you work in one of the many industries that use the idea as a key building principle. This timeless phrase is known as Murphy’s Law, although the full saying actually reads:…

Check your Email Sender in Account Engagement

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5 ways to Push Prospects from Account Engagement to Salesforce

All the ways to assign prospects from Account Engagement to Salesforce.

Marketing Cloud for Account Engagement customers – What, How and Why?

As an Account Engagement User, you’ll have seen this banner displayed since the Winter ’25 release prompting you to explore what is new in Marketing Cloud. But what is available, how can we access it and why? Let’s get into it!  Marketing Cloud Growth edition was announced in February 2024…

Everything you need to know about using Salesforce Record Types with Account Engagement

Did you know that you can work with different lead and contact record types with Account Engagement?

Switching from Hubspot to Account Engagement (Pardot)

Hubspot and Account Engagement have been around in the marketing automation space for a similar amount of time. This year, we’ve seen an increase in the number of customers looking for support with switching from Hubspot to Account Engagement, but why? Why are we seeing a big shift? Key to…