When it comes to managing customer relationships, businesses rely on Customer Relationship Management (CRM) systems like Salesforce. These systems hold mission-critical data, such as contracts, license information, employment history, orders, shipments, credit card information, patient records, and other sensitive data. However, many businesses do not consider the importance of backing up their CRM data until…
Pardot (aka “Marketing Cloud Account Engagement”) is a powerful marketing automation tool. When Pardot is integrated with Salesforce, it becomes even more powerful, allowing for seamless communication between sales and marketing teams. However, there is a little-known issue with the standard Pardot-to-Salesforce connector user that can cause problems with email notifications for Salesforce Lead Assignment…
Recently, the team at Cloud Notions had the opportunity to work on a Marketing Cloud Account Engagement (aka MCAE or “Pardot“) quick start project for one of our clients. The goal of the project was to help the client set up Pardot and launch a successful pilot campaign, so the new director of marketing could…
Did you know that Experian does more than just provide credit scores? Experian has numerous clearinghouse data elements, including Insurance eligibility verification. Read below for more info on how we used Experian and Salesforce Health Cloud to seamlessly check patient insurance status when a care plan is entered into Health Cloud.
Do you love SQL Server? We do too! SQL Server is robust and versatile, with several great products and features. The SQL server job agent, replication services, query store, linked servers, database triggers, system health checks, backups and managing indexing all come to mind as important tasks for a modern SQL Server deployments. Is your…
Salesforce Admins: Ever have a rep accidentally import their Mom as a contact in Salesforce, and then ask you to delete the record? Ever wish you could grant access allow the users to delete some records, but not others? Now there’s an app for that!
Salesforce developers can use Apex to develop many powerful solutions on-platform. However, Apex does not have native tools to handle scenarios that involve large file conversion, FTP connections, and other non-native functionality. Enter AWS Serverless Functions, aka AWS Lambda.
By now you’ve likely heard of Multi-Factor Authentication, especially in regards to Salesforce. This authentication method requires two or more verification factors to access a resource such as an application or online account. There are multiple options to make your MFA login experience quick and easy; read on for details.
Salesforce.com is an extremely flexible development platform. Any seasoned admin or developer could create a basic project management tool in short order. But with Salesforce you don’t need to re-invent the wheel. That’s the case with Milestones PM, a free offering from the Salesforce AppExchange.
Successful small businesses are one of our favorite types of clients. Technology can often make a major difference when a business has survived the initial startup mode and is now gaining traction in their industry.