-
A Beginners Guide to Date Stamping in Salesforce
Date stamping can be used in Salesforce to record the date or date/time when a particular field is changed. This is used frequently for capturing the date the lead entered a particular stage or when a lead was first actioned. These fields can be used in reports and dashboards. Let’s dive into how to set this up and some example use cases.
-
8 Noteworthy Features in the Salesforce Spring ’20 Release
The Salesforce Spring ’20 release is quickly approaching and soon you’ll be able to take advantage of exciting new features and functionality. Here is a recap of 8 of my favorite features in the release, assigning tasks to a queue, group permission sets, before-save updates in flows and more.
-
Creative Ways to Spice Up Your Pardot Forms: Part 2
The 2nd part of the form customization series is finally here! In part 1, I showed you how to implement the popular floating label technique and how to create searchable, user-friendly dropdowns. In this post, I will show you how to create a conversational, paragraph-style form and how to create a form on a single line.
-
9 Noteworthy Features in the Salesforce Winter ’20 Release
The Salesforce Winter ’20 release is quickly approaching and soon you’ll be able to take advantage of exciting new features and functionality. Here is a recap of 9 of my favorite features in the release, including unique values in report results, scheduling a flow, and more.
-
How to Integrate Gravity Forms With Pardot
Gravity Forms is one of the easiest tools to create advanced forms for your Wordpress website and with some customization they can be integrated with Pardot. In this post, I will show you how to integrate Gravity Forms using Pardot Form Handlers.
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.
Most Commented