Sales Cloud Blog Category

Featured Article

How to Choose the Right Salesforce Partner for Marketing

If you’re a Marketing Manager or Director using Salesforce platforms, there’s a good chance you’re grappling with a lot. From campaign planning and reporting to proving marketing ROI and keeping stakeholders happy, there’s no shortage of priorities. Add to that the technical side of managing marketing automation - data models, journeys, integrations - and it’s easy to see why many teams look for external support.

Tom Ryan

6 mins

Coloured background with text How to Choose the Right Salesforce Partner for Marketing

Showing all Sales Cloud posts

Sales Cloud Support

How to Remove & Prevent Salesforce Duplicate Records

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

Sales Cloud Training

How Sales Can Easily Add to Pardot Lists From Salesforce

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

Sales Cloud Support

Why Connect Pardot & Salesforce With An Applicant Tracking System?

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

Training MCAE (Pardot)Sales Cloud

How to Use Marketing Data Sharing in Pardot & Salesforce

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

Sales Cloud Training

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.

Georgie Grigore

2 mins

Sales Cloud Support

Why Use the Analytics Studio Built-In Learning Centre?

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

Sales Cloud Training

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!

Chloe Prowse

3 mins

Sales Cloud Training

Tableau CRM Analytics Studio: Intro to Prospect & Activity Dataset

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

Sales Cloud Support

What to Expect From Your Salesforce Consultant

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

Sales Cloud Training

Moving Through the Sales Cycle using Salesforce Lead Status

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

Sales Cloud Training

How To Enable & Use Salesforce Engagement History

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

Sales Cloud Training

Salesforce User Sync & Identity License Mapping: What to Expect

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

Sales Cloud Support

Ensuring APIs Are Still Accessible With Salesforce SSO

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

Sales Cloud MCAE (Pardot)

How to Set Up Pardot Users: Identity Licenses, Pardot SSO, User Sync & Business Units

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

Sales Cloud Support MCAE (Pardot)

Why Salesforce Campaign Influence is a Must for Proving ROI

Tracking campaign impact on revenue is vital to proving marketing return on investment and Salesforce Campaign Influence helps you to do exactly. By combining Account Engagement Campaign data with Salesforce Leads and Contacts, you can associate Opportunities to multiple marketing campaigns.

Anton Minnion

5 mins

Sales Cloud Blog Category

Showing all Sales Cloud posts

Sign up to the MarCloud newsletter