Starting a new Pardot implementation? Use this implementation plan and checklist to help get you started. Having just gone through a net-new Pardot implementation myself, I reviewed the official Pardot Implementation Guide and complied all the tasks into Notion where I can keep track of tasks, notes, and documentation. Not a Notion user? You can still view the template and use it as inspiration to create a checklist on your preferred platform. Get the template…
You have your lead lifecycle set up, your scoring set up, and the MQLs are flowing in. Now it’s time to pull reports in Salesforce to see how you are doing against your targets. Maybe you don’t know where to start, what reports to pull or what extra data points you need. In this post, I’ll share some example MQL reports and some tips and tricks for creating reports in Salesforce.Getting your data readyTo pull…
Did you know you can add report charts to your campaign page layout in Salesforce? Adding report charts will give you insight into a particular campaign’s performance without creating a separate report or leaving the campaign page. These reports can show you how many campaign members were added, by month or by status, how many opportunities are influenced by the campaign by opportunity stage, etc. All this is made easy by customizing your campaign lightning…
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.
