Dreamforce 2016 Sessions Series – Leveraging Marketing cloud for Multiple schools or business units and manage optouts effectively

If you are a university or college planning to use marketing cloud for your different schools or units, this post would share some best practices…

Continue Reading...

Approaches with pros and cons on Passing data to an Apex Rest api service from a legacy application

If you are a salesforce developer or an architect, one of the challenges is to question what is the best way to pass data from…

Continue Reading...

Dreamforce 2016 Sessions Series – Troubleshooting User access Issues.

As a Salesforce MVP and attending the latest dreamforce 2016, I have decided to write a dreamforce sessions series which would help salesforce admins who…

Continue Reading...

My 2 dreamforce sessions for Higher Ed to quickly migrate data to HEDA and manage external relationship

I am very happy to present 2 dreamforce sessions  this year which are focused on my favorite Higher Education Salesforce users. I have been immensely…

Continue Reading...

How to use Lead objects for higher ed and avoid duplicates on Leads and during lead conversion

If you are an university or college using salesforce , one of the questions is always on how to handle prospective students and also handle…

Continue Reading...

How to avoid dreaded soql limit exceptions in Salesforce and fix it .

If you are a salesforce admin or developer using salesforce org, one of the dreaded governor limit exception is the Soql limit exception which gets…

Continue Reading...

How to fix student records(contacts) under one account for universities with HEDA and other options..

If you are an university or  a college and using salesforce, one of the classic problems is putting all students records which are contacts under…

Continue Reading...

Preventing outbound messages to hit your production orgs when you refresh your sandbox..

If you are using outbound messages in Salesforce which send data to external applications, the biggest challenge is that when you do any testing in…

Continue Reading...

How to decide between Pardot or Marketing cloud and use them both for universities

If you are a marketer working in an university  or work in marketing departments who use salesforce, one of the common challenges is to decide…

Continue Reading...

Managing Individual students and organizations with HEDA package for universities.

If you are an university or a college trying to evaluate the HEDA package or installed it, one of the common questions is how do…

Continue Reading...