Salesforce Engage Alerts provide real-time notifications about prospect activity to your desktop and through Salesforce1. You can create your own filters based on activity type, group by region, country and more. Download this one-page Salesforce Engage Alerts Cheat Sheet to help you identify what all the colours, icons and filters mean within the Salesforce Engage Alerts tool.
Salesforce Engage Alerts Cheat Sheet
Salesforce campaigns can help you track each of your marketing initiatives in detail. These can include online advertisements, emails, or more specialized marketing events such as demos and tradeshows. You can use campaigns to analyze how many leads you are generating, how much pipeline you are building, and how many deals are closing as a result of your marketing efforts. However, in order to track and analyze your campaigns effectively, you need to have an organizational structure in place. Whether you are setting up campaigns for the first time or looking for a way to get more out of campaigns, here are 7 tips to help you get started with your campaign organization.
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.
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.
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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- 2 How to Use Pardot Form Handlers 54 Comments
- 3 How To Use UTM Parameters to Capture Lead Source in Pardot 51 Comments
- 4 How to Add Placeholder Text Within Pardot Forms 50 Comments