The point of setting up Salesforce dashboards a certain way is to deliver information to your users in the ways that work best for them. This makes reporting easier, and much more user-friendly.
There’s a little more to Pardot and Salesforce integration and it’s important to do all of the set up before importing any data.
Salesforce Data Loader helps ensure our imports are as straightforward and pain-free as possible. Detailed below are the top five questions we hear...
Knowing how to export data from Salesforce is a basic task that all CRM users should know. Here's how to do it with some examples of use cases.
