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I specialize in solving marketing technology challenges, automating processes, and turning ideas into practical solutions with Salesforce Marketing Cloud and Adobe Campaign. Through MarTechNotes, I share technical guides and insights that make complex topics easier to understand
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Salesforce’s Summer ’26 release notes are live as of today, April 22, kicking off the now-familiar pre-release scramble: sandboxes upgrade around May 9, with production orgs moving on…
At TDX 2026 in San Francisco, Salesforce rolled out what may be the most structurally significant announcement the company has made in a decade: Salesforce Headless 360. The…
A Business Unit (BU) in Salesforce Marketing Cloud Engagement is a logical partition inside a single Marketing Cloud account that separates teams by data access, assets, and operational…
International biopharmaceutical group Chiesi has signed on for Salesforce Agentforce Life Sciences for Customer Engagement, joining a growing list of pharma companies moving off legacy CRM and onto…
The main difference between a Query Activity and simply “running SQL” in Marketing Cloud Engagement is that a Query Activity is a saved, repeatable automation step that turns…
Importing contacts into HubSpot CRM comes down to 3 things: a clean file, correct property mapping, and a deliberate plan for duplicates and updates. When any of those…
The main difference between HubSpot and Salesforce comes down to three areas: data model complexity, built-in functionality, and implementation overhead. Salesforce accounts for roughly 22.7% of CRM platform…
Adobe Campaign Classic workflows are the platform’s main automation layer for moving data, applying targeting logic, and triggering marketing operations without manual steps. In practice, a “workflow” is…
Adobe Campaign Classic’s “recipient table” is the core dataset the platform targets when you build segments, run workflows, and send deliveries. If that table (and its schema) is…
Schemas are the backbone of the Adobe Campaign Classic (ACC) data model. If you have ever tried to add a new profile attribute, build a custom table for…
A File Location tells Salesforce Marketing Cloud Engagement where to find or send files. It is used when importing data, exporting data, or transferring files in Automation Studio.…
What’s Coming in Salesforce Summer ’26 Salesforce officially opened Summer ’26 preview org registrations on April 16, giving admins and developers an early look at the next wave…
What Happened Adobe has shipped a notable round of updates to Adobe Campaign v8 and Adobe Journey Optimizer in April 2026, with practical implications for both platforms’ users.…
What Happened Adobe Summit 2026 is underway this week in Las Vegas (April 20-22), and Adobe Campaign is firmly in the spotlight as Adobe doubles down on agentic…
HubSpot officially launched its Spring 2026 Spotlight on April 14, introducing three headline products: HubSpot AEO (Answer Engine Optimization), an updated Prospecting Agent, and Smart Deal Progression –…
What Happened HubSpot unveiled its Spring 2026 Spotlight this week, introducing two headline features: HubSpot AEO (Answer Engine Optimization) and a new AI-powered Prospecting Agent. The AEO tools…
Salesforce Marketing Cloud Engagement’s All Subscribers List is the system-level roster of every subscriber your account knows about for email sending. It matters because it’s where email address,…
Data Extensions are the backbone of data management in Salesforce Marketing Cloud Engagement. If you’re sending anything beyond the simplest “one list, one email” program, Data Extensions are…
An attribute group organizes related data extensions and defines how their records connect to a contact. You create these relationships in Contact Builder, using Data Designer. Journey Builder…
Lists organize email subscribers. Data extensions store structured data, such as customer profiles, orders, preferences, and campaign audiences. Use lists for simple subscriber-based email sends and data extensions…
Triggering a Journey Builder journey via API is the cleanest way to turn Salesforce Marketing Cloud Engagement into an event-driven orchestration layer. Instead of waiting for scheduled automations…
Salesforce Marketing Cloud Engagement’s REST API is the fastest way to automate the work you normally do by clicking around Email Studio, MobileConnect, Journey Builder, and Contact Builder.…
Syncing data between Salesforce CRM and Salesforce Marketing Cloud is the difference between “we sent an email” and true lifecycle marketing. When Sales and Service Cloud data flows…
Marketing Cloud Connect is the native Salesforce integration that links Salesforce Marketing Cloud (SFMC) with Salesforce Sales Cloud and Service Cloud so your CRM data, audiences, and engagement…
