Smart marketers aim to get the most out of their marketing automation platform – after all, most aren’t cheap. As you become a power user, you will begin to spot functionality gaps that stump productivity, which could be easily solved…
Salesforce Labs is an incredible program inside Salesforce for employees to create apps and share them on the AppExchange for everyone to take advantage of – for free! Here are my top picks for Salesforce marketers to use to improve campaign, consent, and event management.
Pardot List Control For Salesforce
This component allows you to quickly create a Pardot list, and add the Lead/Contact to the list – all without leaving the record.
If the list already exists, search for it by name:
This app is brand new, released in July this year.
What’s the big deal? You may remember the “Prospect Lists” section you could add to Lead/Contact page layouts? This was built on Visualforce, in the days before Lightning Experience (and Lightning Components) existed. This allowed Salesforce users to add individual Leads/Contacts straight into Pardot lists (that were marked “CRM Visible”. It was so simple because it allowed sales users (especially) to control who they want to be involved with email marketing. No surprise that there were some grumbles when it was taken away.
Here’s a refresher of what the now legacy component looked like:
Install Pardot List Control For Salesforce from the AppExchange today.
Campaign Member Management (Flow Template)
This component* transforms the Campaign Members related list to make updating and filtering members by status faster, easily, and beautifully.
It’s highly likely that you know how to work with Campaign Member statuses – once you nail them down, you want everyone to use them properly. Especially if you base Pardot automation on member statuses changing, and/or responses are the basis for important campaign ROI reporting.
*Although I said component, what you see is actually a Flow template, a Screen Flow to be exact. Screen Flows present users with fields to input data into, kicking off automation behind the scenes:
While you’re likely to place this component on the Campaign object, you can actually place it on any Lightning page! The demo video shows a use case for mobile users updating member statuses at a conference (I can imagine this would be so useful for checking attendees into an event also):
Install Campaign Member Management from the AppExchange today.
Getting Started Email Bundle
There are 5 Pardot email templates you can use straight away with the Lightning email builder. These ready-made email templates can be used either for one-off, standalone email sends, or as part of an automated process (Engagement Studio, automation rules).
Templates include Welcome email (x2), “Getting started resources”, Promotional offer, Thank you email (auto-responder). There are other benefits to using the bundle too, such as a guided experience with design tips.
Install the Getting Started Email Bundle from the AppExchange today.
If the run-up to GDPR taught us anything, was that preferences management made most organizations underprepared – I’m not talking about having the right prospects on the right Pardot list, but robust preferences management that records all the required context for all communication channels (how, why, when the individual gave that consent).
Consent Capture is another Flow template that enables you to manage consents directly on Salesforce using two objects: privacy and data governance (data model available on the AppExchange listing)
Manage the purpose, legal basis, consent expiration, and status of the consent for Lead, Contact, or User records.
Guide users* through adding and amending consents in line with policies. Other users can clearly view the individual’s consent, and so stick to the appropriate communication channels.
(*who have been granted the user permissions)
As this is a Flow template, admins can adjust the Flow logic to fit the unique ways your preferences are structured, or how your Salesforce org is configured.
Consent Capture is so impressive because it leverages additional objects to get granular control over consent management. In fact, Consent Capture was crowned the winner at the Salesforce Labs DemoJam, Dreamforce ‘19.
Install Consent Capture from the AppExchange today.
Although packed-out trade show calendars seem the distant past, conferences will come back one day – in fact, due to stricter policies (COVID protocols), we could say that conference booth management will become more important than ever.
SummitForce ensures you have the right people, in the right place, at the right time to staff your booth. Naturally, SummitForce works beautifully on mobile devices:
Create events, booths, and shifts, then users can search for, and sign up for shifts. In addition, booth managers can check-in staff. Here’s what event set up/management looks like from inside Salesforce:
See both Consent Capture and SummitForce demo’d in 3 minutes: watch the replay.
Find out more about SummitForce here.
Check out more apps from the Salesforce Labs program – remember, these are the apps that Salesforce employees create to plug the small productivity gaps they notice in Salesforce’s products – so it’s worth having a browse.
Are there any other add-ons you think should be added to the list? Let me know in the comments below…