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How to Setup Lead to Account Matching in Salesforce Using Process Builder and Flow
Establishing a connection between leads and accounts can give you insight into what customers are coming in as leads and tighten sales and marketing alignment. Salesforce Flow and Process builder can be used to automatically match leads to existing accounts based on different criteria. In this post, I’ll show you how to match leads to accounts based on domain a well as company/account name.
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6 Ways to Manage Lead Assignment in Pardot and How to Determine The Best Option
There are many different ways to assign your prospects within Pardot. You can manually assign prospects or utilize automation rules or completion actions to assign prospects based on their activity or information. In this post, I’ll dive into 6 different ways to manage lead assignment in Pardot and how to determine what the best option is for you.
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How I Manage Lead Assignment in Salesforce For a Global Sales Development Team
Part of my role as a Marketing Operations Manager is to manage the lead assignment process within Salesforce for our team of 25+ Sales Development Representatives from around the world. A crucial piece to our success is getting the leads to the right person without any delay and ensure a smooth handoff from marketing to sales. In this post, I will walk you through exactly how I manage the lead assignment and lead reassignment process within Salesforce and share some lessons learned along the way.
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Creating Pardot Forms: Common Questions & Answers
Can I capture image attachments in my form? How do I create a two-column form? Can I limit the number of submissions for my form? I get asked these questions a lot from Pardot users and see them posted frequently in the Trailblazer Community. Let’s dive into these questions as well as other common Pardot form questions.
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How to Create a Better Date Picker Within Pardot Forms
Want to be able to restrict the date range of a date picker within your Pardot forms? The default date picker with Pardot does not provide this option, but with a couple of lines of JavaScript, you can enhance the functionality of the date picker. In this tutorial, I’ll show you how to use the jQuery UI date picker within your Pardot form.
About Me
Welcome to my blog, where I share, tips, tricks, thoughts and solutions that I learn in my daily life as a Marketing Operations leader.
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