The Salesforce Summer ’18 release is quickly approaching, so it’s time to do a recap of my favorite features coming up in the new release. Here are my top 8 picks for the Summer ’18 release including GDPR enhancements to track privacy preferences, enhanced dashboard views, joined reports within Lightning and much more.
When building Lightning Components, using the HTML script markup is not supported. However, there’s an alternative that is easy to implement. Follow these step-by-step instructions to learn how to use external JavaScript or jQuery libraries within Salesforce Lightning Components.
Ace your Salesforce Certified Platform App Builder exam by using this practice exam to test your knowledge. This practice exam contains 45 multiple choice questions and covers most of the topics on the Salesforce Certified Platform App Builder exam, including data modeling, security, process automation and business logic.
Salesforce Surveys is now available with the Spring ’18 release! This new feature allows you to create easy-to-use forms for collecting feedback and data by using a simple editor. All the survey data you collect is stored within your org. You can then use Salesforce to view survey data, create reports and dashboards, and share insights with your company. I’m going to walk through how to enable, customize and activate your first Salesforce Survey.
There are many ways to include a Pardot form on your Wordpress website. You can use a plugin, write custom code, or integrate it using a 3rd party tool. Here are five methods that I’ve used and tested, along with a detailed breakdown on how each method works.
The Salesforce Spring ’18 release is coming soon. So it’s time to do a recap of my favorite features coming up in the new release. This release has some exciting enhancements to the Lightning Platform and innovative breakthroughs in artificial intelligence, including custom themes, personalized navigation, and opportunity scoring.
Make your job (and life) easier by using one of these 12 tools I recommend for Pardot users. These tools will save you time and automate tasks such as sifting through hundreds of email replies once a big email campaign has gone out or automatically sending out your blog digest email.
Standard campaign statuses are essential to have consistent reports within Salesforce, but there’s no easy way to bulk create new statuses within the UI. In this tutorial, I’ll show you how to bulk create campaign member statuses in Salesforce using the Data Loader.
The Salesforce Winter ’18 release is coming soon. So it’s time to do a recap of my favorite features coming up in the new release. This release builds artificial intelligence (AI) right into the Salesforce platform, so you can build apps that get smarter with every interaction. Here are my top 12 picks for the Winter ’18 release including dynamic branding in Communities, multi-touch campaign influence models and an enhanced out of office feature in Chatter.
Identifying which campaigns and channels have influenced an opportunity is a key piece of information to see which marketing campaigns are the most effective. In this tutorial, I’ll walk you through how I use Salesforce campaigns in Pardot to track campaign influence.
