Project Highlights

Use Pardot to handle triggered-sends for custom landing pages, forms and external systems to get all your emails and opt-outs flowing through Pardot and syncing to Salesforce.

Empower end user by grabbing configuration for flow components from a front-end object. This is a great way to manage picklists that change frequently or support teams who do not have an admin. 

Use custom objects as a staging table to allow front-end users to quickly load records. Once loaded Apex can be used to manipulate and create or update records based on complex business logic. This gives you a flexible ETL process that a front-end user could initiate. 

Have users that need to build complex filter logic, but aren't comfortable, or need to reliably produce extracts for an external process? Take in custom parameters, build dynamic SOQL in Apex and pass to a method for CSV formatting.

Use Automation studio and Contact builder to create a journey based on a many-to-many custom object in Salesforce. Include custom object updates in your journey to keep Salesforce users in the loop.

Formula fields can be used to open a report filtered for the current record, but when using Experience Cloud there are extra considerations for URL parsing, record access and page formatting. In addition, passing report parameters follows a different syntax.