Demand for Salesforce talent isn’t slowing. With a global ecosystem, and generative AI tipped to boost company performance further, adoption of Salesforce software continues to increase. This means now is an excellent time to consider Salesforce career paths.
5 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
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.
Chloe Prowse
3 mins
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.
Carl Mortimer
3 mins
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.
Hollie Fitzpatrick
5 mins
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.
Chloe Prowse
6 mins
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.
Hollie Fitzpatrick
4 mins
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!
Hollie Fitzpatrick
3 mins
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.
Hollie Fitzpatrick
6 mins
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.
Chloe Prowse
5 mins
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.
Hollie Fitzpatrick
2 mins
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
Hollie Fitzpatrick
3 mins
The ability to build a dashboard from scratch (in Lightning Experience) means customising and displaying data exactly as you need it. Here's how.
Robbie Bain
4 mins
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. In order for the two systems to work together correctly, you'll need to test and configure your Pardot account.
Hollie Fitzpatrick
3 mins
Salesforce Data Loader helps ensure our imports are as straightforward and pain-free as possible. Having accurate data stored in our platforms is vital for our marketing and sales activities. Below are the top five questions we hear
Carl Mortimer
2 mins
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