Salesforce Basics

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

2022-10-12T18:14:49+01:00
Salesforce Training
2022-10-12T18:14:49+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.

2022-10-12T18:14:49+01:00May 19th, 202116 minutes
2022-10-16T18:57:58+01:00
Salesforce Training
2022-10-16T18:57:58+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!

2022-10-16T18:57:58+01:00May 11th, 202117 minutes