4 Ways to Surface Pardot Data in Salesforce
Discover the four different ways you can surface Pardot data in Salesforce Sales Cloud and any access/licence considerations.
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Marketing Cloud Webinar: Marketing on One Platform
Recently, I hosted a Marketing Cloud webinar that demonstrated how to run your entire marketing approach via integrated Salesforce products.
How to Remove & Prevent Salesforce Duplica...
Having duplicate records in Salesforce is a problem for a few reasons and can be common thanks to 'AMPSEA'. Here's how to find and merge Salesforce duplicate records.
How Sales Can Easily Add to Pardot Lists From S...
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.
Why Connect Pardot & Salesforce With An Ap...
Understand how to deliver timely and personalised marketing to engaged candidates and employers in your database, by connecting Salesforce and Pardot with a purpose-built Applicant Tracking System.
How to Use Marketing Data Sharing in Pardot �...
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.
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.
Why Use the Analytics Studio Built-In Learning ...
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!
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!
Tableau CRM Analytics Studio: Intro to Prospect...
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.