Lead source is an important data point you need to capture in order to report on the value of your marketing campaigns. This article will walk you through how to setup and track lead source within Pardot.
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…
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.
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.
The Salesforce Summer ‘19 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 Salesforce Summer ’19 release, including enhanced related lists, new record view options, quick filters and more.
The Salesforce Spring ‘19 release is quickly approaching and soon you’ll be able to take advantage of exciting new features and functionality. Here is a recap of 7 of my favorite features in the Salesforce Spring ’19 release, including pinned lists, lightning web components, customized help menu and more.
The Salesforce Winter ’19 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 6 picks for the Winter ’19 release including density settings, list view sharing with groups and background utility items for Lightning apps.
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.