Blog Posts Archive - MassMailer https://massmailer.io/blog/ Mass Email Solution for Salesforce CRM Mon, 22 Jun 2026 13:12:59 +0000 en hourly 1 https://massmailer.io/wp-content/uploads/2024/12/cropped-favicon-16x16-1-52x50.png Blog Posts Archive - MassMailer https://massmailer.io/blog/ 32 32 Salesforce Field History Tracking: A Practical Guide for Salesforce Teams https://massmailer.io/blog/salesforce-field-history-tracking/ Mon, 22 Jun 2026 13:12:59 +0000 https://massmailer.io/?post_type=blog&p=219167 Salesforce Field History Tracking is a native feature that records changes made to selected fields on standard and custom objects. […]

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]]> How to Share a Dashboard in Salesforce: Folders, Access, and Why Numbers Differ https://massmailer.io/blog/how-to-share-a-dashboard-in-salesforce/ Fri, 19 Jun 2026 13:44:59 +0000 https://massmailer.io/?post_type=blog&p=219163 To share a dashboard in Salesforce, move it into a folder and share that folder, because access is set at […]

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]]> Salesforce Multi-Touch Attribution: How to Track Every Campaign’s Impact on Revenue https://massmailer.io/blog/salesforce-multi-touch-attribution/ Fri, 19 Jun 2026 13:35:25 +0000 https://massmailer.io/?post_type=blog&p=219159 Salesforce multi-touch attribution is a revenue attribution framework that measures how multiple marketing and sales interactions contribute to an opportunity […]

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]]> Reporting Snapshot Salesforce: How to Track Historical Data and Reporting Trends https://massmailer.io/blog/reporting-snapshot-salesforce/ Fri, 19 Jun 2026 11:48:42 +0000 https://massmailer.io/?post_type=blog&p=219155 A Reporting Snapshot in Salesforce captures the results of a report at scheduled intervals and stores them in a custom […]

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]]> Individual Email Results in Salesforce: See Who Actually Opened Your Emails https://massmailer.io/blog/individual-email-results-salesforce/ Fri, 19 Jun 2026 07:12:04 +0000 https://massmailer.io/?post_type=blog&p=219151 Ever sent a Marketing Cloud email, watched the contact open it, then found nothing on their Salesforce record to show […]

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]]> Salesforce Duplicate Rules That Catch Dupes, Not Valid Records https://massmailer.io/blog/salesforce-duplicate-rules/ Thu, 18 Jun 2026 16:28:38 +0000 https://massmailer.io/?post_type=blog&p=219147 Salesforce duplicate rules flag or block duplicate records the moment they're saved. Each one pairs with a matching rule that […]

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]]> One Contact, Many Accounts: Mastering the Salesforce Account and Contact Relationship https://massmailer.io/blog/salesforce-account-and-contact-relationship/ Thu, 18 Jun 2026 15:36:22 +0000 https://massmailer.io/?post_type=blog&p=219143 In Salesforce, every contact belongs to one account by default through the AccountId field, a one-to-many setup. To tie a […]

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]]> Salesforce Merge Contacts: Step-by-Step Instructions and Common Fixes https://massmailer.io/blog/salesforce-merge-contacts/ Thu, 18 Jun 2026 14:47:59 +0000 https://massmailer.io/?post_type=blog&p=219131 The Salesforce Merge Contacts feature allows users to combine duplicate contact records into a single record while preserving important customer […]

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]]> Salesforce Import Data: How to Import, Clean, and Email Your List https://massmailer.io/blog/salesforce-import-data-how-to-import-clean-and-email-your-list/ Mon, 01 Jun 2026 03:38:03 +0000 https://massmailer.io/?post_type=blog&p=219074 You just got handed a spreadsheet with 5,000 contacts, and marketing wants them in Salesforce by the end of the […]

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]]> Salesforce File Size Limit: Why Your Files Fail and How to Fix It https://massmailer.io/blog/salesforce-file-size-limit/ Mon, 01 Jun 2026 03:36:19 +0000 https://massmailer.io/?post_type=blog&p=219075 You attach a 15 MB proposal to a Salesforce email, hit send, and it bounces. The file is well under […]

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]]> How to Create a Salesforce Web-to-Lead Form That Actually Works at Scale https://massmailer.io/blog/salesforce-web-to-lead-form/ Sat, 30 May 2026 16:21:28 +0000 https://massmailer.io/?post_type=blog&p=219073 You run a campaign, drive traffic to your landing page, and visitors fill out your contact form. But the lead […]

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]]> Mass Email in Salesforce: What Works, What Doesn’t, and How to Fix It https://massmailer.io/blog/mass-email-in-salesforce/ Sat, 30 May 2026 16:10:51 +0000 https://massmailer.io/?post_type=blog&p=219062 You've got 500 leads sitting in Salesforce, a product launch going out Tuesday, and one email that needs to reach […]

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]]> Salesforce Flow Builder: The Guide That Doesn’t Skip the Hard Parts https://massmailer.io/blog/salesforce-flow-builder/ Sat, 30 May 2026 16:06:53 +0000 https://massmailer.io/?post_type=blog&p=219063 What happens inside Salesforce Flow Builder when you pick the wrong flow type or hit a governor limit mid-run? Your […]

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]]> Salesforce Email Deliverability Trends Every Team Must Know https://massmailer.io/blog/salesforce-email-deliverability-trends/ Fri, 29 May 2026 13:05:12 +0000 https://massmailer.io/?post_type=blog&p=20940 IntroductionSalesforce marked it as sent. Gmail never delivered it. Nobody got an error.This is the most common Salesforce email deliverability […]

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]]> Salesforce Workflow: The Admin’s Guide to Flow Builder, Email Alerts, and Migration (2026) https://massmailer.io/blog/salesforce-workflow-migration-guide/ Tue, 26 May 2026 11:35:16 +0000 https://massmailer.io/?post_type=blog&p=219067 You set up a workflow in Salesforce years ago. It still runs. But does Salesforce still support it?If you built […]

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