Salesforce Basics

Get inspiration for your next marketing automation program with our
growing library of helpful Pardot, Salesforce, and Marketing Cloud content.

2022-08-05T09:01:01+01:00
Salesforce Training
2022-08-05T09:01:01+01:00

How to Assign Accounts to Campaigns in Salesforce

Introducing a new feature which is a part of the Summer’21 release, called ‘Accounts as Campaign Members’. This new feature simplifies the process of adding Accounts to Campaigns in Salesforce without using an external app! Here we cover all you need to know.

2022-08-05T09:01:01+01:00May 19th, 202116 minutes
2022-08-05T09:01:32+01:00
Salesforce Training
2022-08-05T09:01:32+01:00

10 Best Practices for a Custom B2BMA Dashboard

When it comes to creating a dashboard we have two options, we can either use one of the pre-built templates provided in the B2B MA app, or create a dashboard on a blank canvas. Here we cover the best practices for creating a custom dashboard on a blank canvas!

2022-08-05T09:01:32+01:00May 11th, 202116 minutes
2022-08-09T04:39:49+01:00
Salesforce Support
2022-08-09T04:39:49+01:00

What to Expect From Your Salesforce Consultant

Engaging a Salesforce consultant is a great way to take the hassle out of understanding or fixing issues or concerns you may have with your Salesforce system! Here we go over at least four things you should always expect from your Salesforce consultant.

2022-08-09T04:39:49+01:00April 8th, 202118 minutes
2022-08-09T04:40:02+01:00
Salesforce Training
2022-08-09T04:40:02+01:00

Moving Through the Sales Cycle using Salesforce...

Salesforce Lead Status can identify exactly how leads move through the sales cycle, from Lead to Opportunity to Closed Customer, by pinpointing their recent engagements. In this blog we cover key differences between Leads and Contacts and dive into how to set up a custom Lead Status.

2022-08-09T04:40:02+01:00April 6th, 202122 minutes