Salesforce Basics

Get inspiration for your next marketing automation program
with our growing library of helpful Pardot content.

2021-05-19T06:15:18+01:00
Salesforce Basics
2021-05-19T06:15:18+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.

2021-05-19T06:15:18+01:00May 19th, 202116 minutes
2021-11-23T05:17:45+00:00
Salesforce Basics
2021-11-23T05:17:45+00:00

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!

2021-11-23T05:17:45+00:00May 11th, 202116 minutes
2021-04-06T04:22:23+01:00
Salesforce Basics
2021-04-06T04:22:23+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.

2021-04-06T04:22:23+01:00April 6th, 202122 minutes
2021-02-24T07:56:10+00:00
Salesforce Basics
2021-02-24T07:56:10+00:00

Ensuring APIs Are Still Accessible With Salesfo...

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!

2021-02-24T07:56:10+00:00January 14th, 202118 minutes