MailChimp + Salesforce Integration: Part 3 – Sync MC Campaigns to SF Campaigns Using Flow
Mailchimp + Salesforce Integration Part 3 Sync MC Campaigns to SF Campaigns Using Flow Fields to Create on Campaign Object: Numbers with no decimals Emails Sent Opens Unique Opens Clicks Unique Clicks Unsubscribes Soft Bounces Hard Bounces Abuse Reports Forwards Forwards Opens In this video, we will show you how to create a Salesforce flow […]
Mailchimp + Salesforce Integration: Part 2 – Sync Unsubscribes & Bouncebacks Using Flow
Mailchimp + Salesforce Integration Part 2 Sync Unsubscribes & Bouncebacks Using Flow Welcome to Part 2 of our 9-part series on MailChimp to Salesforce Integration! In this video, we’ll show you how to effectively update unsubscribes and bounce backs in Salesforce, taking your integration to new heights. One of the pain points we encountered while […]
Mailchimp + Salesforce Integration: Part 1 – Setup & Sync Contacts
Mailchimp + Salesforce Integration Part 1 Setup & Sync Contacts This is the first video of our comprehensive 9-part series on the MailChimp to Salesforce Integration. In this series, we’ll guide you through extending the functionality of the MailChimp AppExchange package, empowering you to harness the full potential of this powerful integration. In this video, […]
Six Productivity Tips for Sales Users in Salesforce
6 Productivity Tips for Sales Users in Salesforce Here’s a sneak peek at what you’ll discover: 1. Clone and Customize List Views: Learn how to clone an existing list view, add filters, and customize fields as columns. Say goodbye to information overload and hello to a personalized, streamlined workflow. 2. Mass Editing Made Easy: Unleash […]
Salesforce Automation – Update County on Leads, Accounts & Contacts
Salesforce Automation Update County on Leads, Accounts & Contacts In this video, we walk you through the step-by-step process of harnessing the capabilities of the powerful and free AppExchange Package from Blu Ninjas called “Update County Based on Postal Code Automation”. Manually updating county information in Salesforce can be a tedious task. With this AppExchange […]
Mass Convert Leads to Accounts in Salesforce
Mass Convert Leads to Accounts in Salesforce Relate Leads to Accounts Configuration – Part 2 In order to complete the steps in this video, you will need to complete the steps in the Relate Leads to Accounts video. Be sure to complete the installation from the Relate Leads to Accounts video before watching this video. […]
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