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.
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with our growing library of helpful Pardot content.
On your Tableau CRM Analytics Studio dashboard, you may have noticed the in-app assistance under the Learning Centre tab. This blog shares exactly what the Analytics Learning Centre is and which content may benefit you!
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!
The Prospect and Activity Dataset is key in Tableau CRM Analytics as it reports on which content influences specific prospects in their journey. In this blog we cover how to enable this feature and ways to use it effectively.
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.
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.
Many clients are aiming to bridge the gap between Sales and Marketing and we are loving it! That's why we highly recommend you enable Salesforce Engagement History. In this blog we cover the benefits and how to enable it.
The problem we face since the single-sign-on (SSO) update is that Pardot-only users have a specific role within Pardot. So, can this be amended for each user? The answer is, we can create custom profiles for Identity users in Salesforce.
With the end of Pardot-only logins, coming February 15th 2021 (this is the date provided so far), users who are not enabled with Salesforce SSO (Single Sign On) will lose their ability to log into Pardot. Fear not, we have a solution for you!
Before we can embark on our marketing automation journey and explore exciting features, we must first set up our users. As part of the Spring’21 release, Pardot-only users will be retired from February 2021.