Sales Cloud Blog Category

Featured Article

How to Fix Broken Salesforce Lead Routing

Humans are good at understanding context, so for a long time, if a prospect didn’t fill in ‘job title’ or ‘country’ fields during form submission, that was okay because a salesperson could understand the context from conversations and other fields, like the email domain. However, AI needs these fields to function properly. Beyond 2026, data quality and Salesforce lead routing are part and parcel of AI enablement.

Jake Harrison

4 mins

Coloured background with text How to Fix Broken Salesforce Lead Routing

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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 Support

Salesforce Sales Cloud vs. Service Cloud vs. Commerce Cloud

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

Sales Cloud Support

How to Use Salesforce CMS for Integrated Marketing

The Salesforce Content Management System (CMS) is a hybrid CMS that allows you to store and distribute content for many digital channels, from a centralised location. Which means that your content publishing process just got a whole lot easier!

Ollie Dodd

4 mins

Sales Cloud Training

Customising Your Salesforce Dashboards for Easy Reporting

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

Sales Cloud MCAE (Pardot)

The Ins and Outs of Pardot and Salesforce Integration

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

Sales Cloud Support

Everything You Need to Know About Salesforce Data Loader

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

Sales Cloud Training

3 Ways to Extract Data from Salesforce

There are numerous ways to export data from Salesforce, and the tool you use will largely depend on the scenario and your budget.

Ollie Dodd

3 mins

Sales Cloud Blog Category

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