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Spring '21 Tableau CRM Beta Features - Thursday 18 February 2021

Extra, extra read all about it! Einstein Analytics is now known as Tableau CRM. MORE INFO

Merging your Contacts in Lightning Experience - Friday 12 February 2021

There is nothing worse than dirty data. We all get frustrated when we see duplicate Accounts and Contacts, and it makes it just that little bit harder to do our jobs. Which record do we use? What do we do with the other records? MORE INFO

Salesforce Spring '21 Release Updates - Part One - Tuesday 26 January 2021

It’s that time of year again! Salesforce has released its Spring ’21 Release notes and we at Stimulus wanted to give you a highlight of some of our favourite features so far! This is a two-part blog, so make sure you don’t miss the next one. MORE INFO

Salesforce Walkthroughs - Spring '21 Release - Tuesday 26 January 2021

Walkthroughs is one of Salesforce’s newest features and already there are a whole host of new features to enhance them even further in the Spring ’21 release. MORE INFO

Salesforce Spring '21 Release Updates - Part Two - Tuesday 26 January 2021

Welcome to the second blog in our Spring ’21 release review. Let's take a look at some further features that this latest release provides. MORE INFO

Salesforce Tableau CRM - Spring '21 Release - Friday 22 January 2021

It is that time of year again where we are treated to a host of new features from the Salesforce release cycle and as usual, we rushed over to get our hands on those release notes to showcase the highlights! MORE INFO

New Product Filters in Salesforce myTrailhead - Friday 15 January 2021

myTrailhead have released their next update in Product Filters. Previously we could delete product filters that we did not use. Now, we can create our own Product Filters relevant to your business and associate the filters to your myTrailhead content. Once your modules have been published, users will be able to filter on the content about that topic. MORE INFO

Embedding Images in In-App Guidance - Monday 11 January 2021

Whilst taking a look around the preview org, we discovered a lovely little gem. In Floating and Docked prompts in In-App Guidance, we have spotted a piece of treasure. We can now add images into our prompts. MORE INFO

Creating a Record Timeline in Salesforce - Monday 21 December 2020

In our next blog, we talk about the Timeline app that is avaialble in the Appexchange by Salesforce Labs. What is it, and how can it be used? Here, we explain. MORE INFO

Using a formula field to display different data depending on the user. - Friday 11 December 2020

There are some interesting things you can do with formula fields which admins and developers I have met often don’t realise or have forgotten some of them. I’ll draw attention to a few of my favourites here. MORE INFO

Marketing Cloud vs Pardot: What to use? - Thursday 3 December 2020

As a Digital Marketing Practice lead, I am often asked this question. The people I train have been provided with one of these Marketing tools by their employer, but may ask whether it is the correct one. It can be confusing as to which is the best fit for your business. So, how do we, as Marketeers, stakeholders, and other invested individuals of a new Digital Marketing solution, decide which tool to invest in? MORE INFO

To Lead or not to Lead, that is the question! - Tuesday 24 November 2020

Back when things were normal and we were able to go on site and talk with our clients, there were a significant number of them who knew that the Leads object existed but had decided that it wasn’t a piece of Salesforce functionality that they actually needed. MORE INFO

Marketing Cloud: Lists versus Data Extensions - Thursday 19 November 2020

So, you’re new to Marketing Cloud, and you’ve started hearing about sending emails to your audience. Your colleagues are talking about lists and data extensions, but you’re a bit lost. What are they, and when do you use one over another? MORE INFO

Salesforce Deployment Studio - Tuesday 17 November 2020

Developing in Salesforce Marketing Cloud can be a headache. Certainly so, when it comes to things like working in a Business Unit that is treated like a Sandbox, to then deploy it into your live Business Unit. This is because things like Journeys and Automation cannot be easily shared across Business Units. That is, until the wonderful people at Salesforce Labs created Deployment Studio MORE INFO

Migrating Files between Salesforce Orgs - Thursday 12 November 2020

Migrating data is a bit like marmite, you either love it or hate it. You need to have an understanding of how data is organised by tables, rows and columns in a relational database, plus have a very methodical and tenacious nature which you don’t mind being put to the test. So, if you’ve already switched off from this blog, data migration may not be your thing. MORE INFO

Salesforce Labs Favourites - Wednesday 4 November 2020

In our latest blog post, we take a look at some of the latest Salesforce Lab components that might be worth a look. MORE INFO

Salesforce Labs on the AppExchange - Case Timer - Friday 16 October 2020

Earlier today a colleague asked me my opinion on an interesting requirement. Someone he has been speaking to had said they wanted to be able to track how long team members were actually on a Case page so that they can track actual Case work times and not just how long since it was created. My response was that although I have not done it before personally, it sounds like something that should be possible at least to a point. MORE INFO

Salesforce Testing in Marketing Cloud - Friday 16 October 2020

It goes without saying, testing your emails is very important. Not just because the quality of our emails is important, but an untested email can have a negative impact on our Deliverability and Sender Reputation. In this blog, we will be going over the three internal Salesforce testing tools available in Marketing Cloud. MORE INFO

Salesforce Tableau meets Einstein Analytics - Friday 16 October 2020

When Salesforce bought Tableau in 2019, we were all eagerly waiting to see how Tableau and Salesforce Einstein Analytics would come together. Now wait no longer, we are now seeing the predictive capabilities of Einstein Discovery emerge in Tableau. We’ll tell you about it in this blog. MORE INFO

Salesforce Winter '21 Release Notes - Wednesday 7 October 2020

Take a look at the latest release where we review our favourite new functionality in the Salesforce Winter '21 release. MORE INFO

Salesforce Winter '21 Release - Changes to In-App Guidance - Tuesday 6 October 2020

In our first edition of a four part Salesforce Winter '21 Release blog series, we take a look at the new features that this release will add to the existing In-App Guidance. MORE INFO

Salesforce Winter '21 Release - The Newest Generation of Data Prep in Einstein Analytics - Tuesday 6 October 2020

We love working with Recipes to prepare data because Data Prep offers simplicity and functionality. With this new release we get an upgrade in both areas. The new interface focusses on high level data changes which makes it easier to view the flow of data from beginning to end. MORE INFO

Salesforce Winter '21 Release - View Org Changes in One Location with Release Updates - Tuesday 6 October 2020

Ever wondered where to go to view Release Updates within your Org? Three times a year, Salesforce releases updates to improve your experience as a customer, but the ones that are most relevant to your org can be easily missed and not taken advantage of! MORE INFO

Dynamic Forms in Salesforce Lightning Record Pages - Monday 28 September 2020

In this part, we will be taking a look at a new feature called Dynamic Forms. This allows you to place fields on your Lightning page in a similar way to other components. This is very new so I am sure we’ll see enhancements over time, but we’re going to look at the basics here. MORE INFO

What is Salesforce Workbench? - Friday 25 September 2020

Salesforce Workbench is a tool that brings together a number of advanced features and capabilities into one place. A lot of these can be done in other ways too, but Workbench brings all these together into one interface and in many cases enhances the usability. MORE INFO

Conditional Visibility in Salesforce Lightning Record Pages - Thursday 24 September 2020

Welcome to part two of our series on Lightning pages. Today we will talk about some of the options you have for using Conditional Visibility to control some components on your page and how these might wrap into an example business process. MORE INFO

Using Salesforce Lightning Record Pages - Friday 18 September 2020

Over the past couple of years we’ve seen big changes to page layouts and Lightning pages, which might seem overwhelming or confusing. This is the first of a multi part blog series on how you can use Lightning pages and the flexibility they can bring you, without jumping into heavy Salesforce development. Let’s start with understanding what makes up our Lightning pages. MORE INFO

What is Salesforce Social Studio? - Friday 11 September 2020

Social Studio is part of the Salesforce Marketing Cloud family and is a powerful Marketing toolkit to optimise every stage of our Social engagement. MORE INFO

myTrailhead – Trailmaker Enhancements to make Publishing even easier! - Monday 7 September 2020

Hot off the press, those lovely folks at Salesforce have released some enhancements to the Trailmaker tool that we use to publish myTrailhead content. MORE INFO

New Salesforce Standard Profile? Yes Please! - Thursday 3 September 2020

Many of you Salesforce admins and developers can immediately recite the standard Salesforce profiles. It was likely one of the first things you learnt. But did you know in the Summer ’20 release a new standard profile was added? MORE INFO
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