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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.Â
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.
Pardot Campaigns allow us to track our prospects’ first touchpoint, whilst Salesforce allows us to track all touchpoints of that Lead/Contact. In this blog, I’ll explain why setting up Salesforce Campaign Influence is necessary and provide you with a step-by-step guide.
With a huge variety of Salesforce applications to choose from, it can be daunting trying to decide which ones to choose. At MarCloud Consulting, we often get questions surrounding the differences between Salesforce Sales Cloud, Service Cloud and Commerce Cloud.
The Salesforce Content Management System (CMS) is well, what the name suggests! Accessed within Salesforce, we can use this feature to store and distribute content, depending on permissions/restrictions set, all from a centralised location
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. Dashboards provide you with a graphical view of the Salesforce data in reports.
