Training Blog Category
How to Master Lead Source in Salesforce & Account Engagement
Lead assignment in Salesforce is crucial for making sure sales-ready leads reach the right person to make contact, at the right time.
For innovative Marketing Cloud solutions visit marcloudtechnologies.com
Lead assignment in Salesforce is crucial for making sure sales-ready leads reach the right person to make contact, at the right time.
Many users get hung up on building the perfect Pardot lead grading framework, when really it can be quite simple to get started. Here are three steps to start with…
From user setup to access settings, in this blog we explore every factor that could act as a blocker when getting started with Pardot.
Recently, I hosted a Marketing Cloud webinar that demonstrated how to run your entire marketing approach via integrated Salesforce products.
You may have noticed the ‘Dynamic Content’ Block in Salesforce Marketing Cloud Engagement before, yet steered clear of using it, fearing it could be too complicated to set up correctly.
Progressive profiling is a Pardot form feature that aids user experience just as much as it helps businesses to understand more about prospects over time.
Depending on the scope of your activity now and into the future, it’s likely you’ll need an entire team focused solely on your automation activities. This is because there are many skills required.
We’ve decided to provide training in the ‘MarCloud’ way; with a focus on practical, actionable guides and insights, and most importantly, avoiding a ‘one-size-fits-all’ approach.
Assuming you’re integrated and ready to rock, you’re able to easily add leads to a Pardot List and Engagement Studio easily from within Salesforce.
Pardot Conditional Completion Actions aren’t actually available at the time of writing this blog but at MarCloud we’re pretty excited that it’s coming. So excited in fact, that we want to write down some ideas here!
Our Automation Studio vs Journey Builder Cheat Sheet is the perfect reference guide to use when you don't have the time to find the answers you're looking for!
Learn more about your Pardot account, what you should be looking at, and how to use it - so you can spend more time taking advantage of Pardot's clever tricks and features!
It's not uncommon for people to often feel confused when it comes to knowing the difference between Marketing Cloud's Automation Studio and Journey Builder. Consider this as your ultimate guide as we explain the what each one does, when you should use them, and why.
Whilst managing all of our users in Salesforce is now the holy grail, occasionally, we may need to create Pardot-only users. This post contains a step-by-step guide to make life easy for you.
What actually is Marketing Data Sharing’ and why is it useful for your business? Plus, we'll run through how to create rules for syncing a subset of Leads, Contacts, and Opportunities.
Your go-to Salesforce Marketing Cloud glossary to decode and demystify common terms and acronyms when using the platform! Download and print to share with your team.
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