The Overview


Not for Profit, Media, Professional Services


Sales Cloud, Pardot, Marketing Cloud


  • Needed to rebuild a multi step lead form, formerly hosted on Sitecore for a large client in the non-profit space
  • Need for dynamic forms in email that could be easily configured via Salesforce records
  • Partner had to work in Sandbox and perform coordinated deployments with several other partners
  • Migration of Marketing Cloud to Pardot, API integration from Sales Cloud to Marketing Cloud


  • Used to create a custom visualforce page
  • Used Flosum
  • Used custom Apex to integrate with Marketing Cloud API’s


  • Increased up time on the webform
  • Increase time on changeability and functionality

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