Blog
35 articles on Salesforce Marketing Cloud, automation, architecture, agentic AI, and the products I ship.
I built ClipApply to solve a problem I kept running into while job hunting — tailoring a resume and retyping the same fields for every application. Here is what it does, how to use it, and why I designed it the way I did.
SFMC data views were never my strong suit. A Udemy course introduced me to Cursor—and led to DataViews.pro, a free interactive reference and SQL workspace for Marketing Cloud.
A deep dive into building a hierarchical multi-agent marketing team with CrewAI and integrating it safely with the Facebook Meta Graph API.
An architectural case study on leveraging Salesforce Flow and Agentforce to build a highly predictable, end-to-end autonomous transactional system.
With the introduction of iOS 26 , Apple has materially changed how SMS messages are surfaced in the native Messages app. The biggest shift for businesses is…
Introduction In this tutorial, we will walk through the process of sending SMS messages to mobile numbers stored in a data extension and logging the…
Introduction Creating tracking extract data extensions in Salesforce Marketing Cloud (SFMC) can be a time-consuming task, especially when done manually. To…
In today's global market, businesses often need to communicate with customers in multiple languages. Recently, I had a client who wanted to understand the…
As a Salesforce Marketing Cloud user, you might occasionally need to export a list of all users along with their roles and other information. Unfortunately,…
Understanding how to manage and identify opt-in preferences for in-app messages is crucial for effective mobile marketing. Based on a recent case I opened…
In mobile marketing, ensuring that your push messages reach the intended audience is crucial. However, sometimes the numbers can be confusing, especially…
Managing contact statuses in Salesforce MobileConnect can be complex, but it's crucial for ensuring your mobile marketing campaigns are effective and…
Transport Layer Security (TLS) is a crucial aspect of email security, ensuring that your communications are encrypted and secure during transmission. In…
Recently, I encountered an automation that repeatedly failed during a Query activity, with the dreaded error message: “Automation failed due to system…
Recently I worked on a project where the requirement was to extract UTM parameters used in triggered emails for some audit purposes. These are the tracking…
Recently Salesforce announced changes to its data retention policy for Marketing Cloud Engagement. Starting January 15, 2025, subscriber and journey…
There are going to be situations where you may want to invoke another automation from one automation. Or you may want to run a series of automations one…
Recently, I worked on a project to set up Distributed Marketing feature for a Bank's contact centre. The feature allowed contact centre agents working for a…
When we create triggered send messages in Marketing Cloud, there is an option to set the message's priority. This is a drop-down which is always set to…
Today I want to share my personal insights into using Airbnb, a service that has often been my go-to for finding the perfect place to stay during my…
Separate Business Units units in Salesforce marketing Cloud are pivotal for achieving targeted communication strategies, branding objectives and maintaining…
A compilation of essential tools every SFMC user should consider incorporating into their toolkit, alongside brief descriptions of what they of offer.
In the ever-evolving world of digital marketing and customer relationship management, merging two Salesforce instances can be as challenging as it is…
In the dynamic world of digital marketing, managing how and when to engage with customers via email can often be a complex task. Salesforce Marketing Cloud…
As an digital marketing strategist with over 15 years of industry experience, I've seen firsthand the transformative power of effective search engine…
Everyday I see posts on LinkedIn about people sharing news about passing Salesforce certifications. Some newbies clearing their first certification exam…
Introduction Integrating Salesforce CRM with Salesforce Marketing Cloud (SFMC) offers powerful synergies, particularly in managing email marketing campaigns…
In Canada, stringent data residency regulations mandate that businesses store personally identifiable information (PII) of their customers exclusively…
As an email marketer you will probably be in situations where you will be required to send a targeted marketing email to customers/prospects to achieve a…
IP Warming is referred to as the practice of setting up the credibility and reputation of a new IP address by sending regular but small number of emails…
If you use the Gmail app on a smartphone (Android or iPhone), you must have seen marketing emails that appear with a brand logo, a featured image and some…
This is a very common use case in Salesforce Marketing Cloud where you have been provided with a list of contacts (email addresses) and you are required to…
You are required to send out a marketing email to a list of customers living in different states of Canada. Now there is an offer that is only available to…
Code sample to create a subject line with first name and a message if the first name is available otherwise just the message (if the first name is not…
HTTPS (Secure Hypertext Transfer Protocol) represents the secure version of HTTP, the protocol over which data is sent between your browser and the website…