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Managing exchange rates manually is one of those thankless tasks Salesforce Admins do every day. The good news is, there are options to avoid this!
8 mins
Salesforce is set to revolutionise the marketing automation world with its latest innovation - 'Marketing GPT.' What does this mean for Account Engagement (aka Pardot) marketers?
Chris Thompson
3 mins
Marketers can be easily forgiven for being confused about which are the right Salesforce marketing tools for their business.
Tom Ryan
1 min
For marketers, it’s important to know these differences between Sales Cloud vs Salesforce Platform, and how to use each platform.
Eoin Walsh
4 mins
Lead assignment in Salesforce is crucial for making sure sales-ready leads reach the right person to make contact, at the right time.
Triana Jarman
5 mins
Lead assignment in Salesforce is crucial for making sure sales-ready leads reach the right person to make contact, at the right time.
Tom Ryan
5 mins
It can be intimidating to use Salesforce as a marketer. The good news is, you just need to learn Salesforce basics, not the whole platform.
Ellie Anderson
4 mins
Discover the four different ways you can surface Pardot data in Salesforce Sales Cloud and any access/licence considerations.
Triana Jarman
4 mins
Recently, I hosted a Marketing Cloud webinar that demonstrated how to run your entire marketing approach via integrated Salesforce products.
Tom Ryan
2 mins
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.
Ellie Anderson
4 mins
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.
Anton Minnion
3 mins
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.
Chris Thompson
4 mins
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.
Chloe Prowse
3 mins
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.
Georgie Grigore
2 mins
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!
Chloe Prowse
5 mins
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!
Chloe Prowse
3 mins
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