6 Salesforce Reports You Never Knew You Needed (for Marketing)
As a marketer using Salesforce, there is a ton of insight ready for you to tap into within your CRM by using standard Salesforce reports and dashboards. Aside from...
As a marketer using Salesforce, there is a ton of insight ready for you to tap into within your CRM by using standard Salesforce reports and dashboards. Aside from...
Marketing is overloaded with buzzwords – and other words that have been said so many times that they begin to lose their meaning. One word (for me, at least)...
Pardot is so closely connected to Salesforce (relative to other marketing automation vendors) that Pardot can leverage Salesforce automation capabilities. This opens up a world of opportunity for Pardot...
Einstein Key Account Identification “uses AI to surface the accounts with the highest likelihood to purchase” within your Salesforce org. You could say this new feature is Pardot Einstein...
Pardot’s user authentication (Pardot-only logins) will be discontinued as part of the Spring ’21 release. All users logging into Pardot will be required to use Salesforce single sign-on (SSO)....
Every Salesforce admin is well-versed in page layout best practices. The aim is to optimize Salesforce pages for different personas around the organization. Each team will use a set...
‘Pardot in Salesforce’ can mean many different things. We could be referring to Pardot data syncing to Salesforce fields, showing Pardot data in Lightning components, unified access (single sign-on),...
All marketers need to demonstrate the return on investment from their initiatives. Now users of Salesforce and Pardot have an exciting new option for understanding the impact their marketing...
Duplicate records kill your Salesforce data quality and cause many issues once they go further into your org’s processes. Duplicate leads are the most common complaint, with new records...
‘Account Contact Relationships’ are how you can define ‘relationships’ between contacts (individual people) to accounts (a business). Not all relationships in the real world follow the classic B2B-business-cookie-cutter approach...