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How to Create an Engagement Program to Automate Sales Follow Up in Pardot
Your event or webinar has finished and now it’s time for Sales to follow up on those leads. A great way to automate Sales follow up is to create an automated engagement program in Pardot to send out emails on the Sales Rep’s behalf and create follow up tasks automatically in Salesforce.
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How to Add an Opt-in Message & Privacy Policy Message to Pardot Forms
GDPR and CASL compliance are just a few reasons to add an explicit opt-in message or a privacy policy to your Pardot forms. In this post, I’ll show you how to add a custom opt-in message to your form and a privacy consent message above the form submit button.
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How to Display the Number of Marketing Activities for Leads & Contacts in Salesforce
Want to be able to report on how many marketing touchpoints have occurred your leads and contacts? With some help from an App from the Salesforce App Exchange, you can rollup the number of marketing campaigns a lead has responded to with a couple of clicks.
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How I Passed The Salesforce Certified Pardot Consultant Exam: Flashcards, Resources & Tips
Are you already a Salesforce Certified Pardot Specialist? Do you have around 12 months or more of hands-on experience implementing and administering the Pardot Lightning App and Salesforce platform? The next step in your Pardot certification journey is to take the Salesforce Certified Pardot Consultant exam. In this post, I share how I prepared for the exam, what study resources I used and share the flashcards I created to pass the exam.
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How to Prevent Lead Source From Being Overwritten in Salesforce
Creating a validation rule in Salesforce is a great way to restrict certain users from making updates to a particular field. Let’s look at how a validation rule can be used to restrict who can update the lead source once the lead source has a value.
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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