In the world of customer engagement, having a personalised and branded space for your community is essential. Salesforce Digital Experiences provide a powerful platform for collaboration and interaction, and one way to enhance your Digital Experience is by setting up a custom domain to make this personal to your brand. Continue reading “How to Set Up a Custom Domain for Your Salesforce Digital Experience”
Category: How-to Guide
Contract Management – Utilising Salesforce CPQ with Contract Amendments
This is the second in a series of blogs covering all aspects of Contract Management in CPQ, see the first blog on the fundamentals of Contracts and Renewals here.
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Using Queues in Account Engagement
First things first, when we’re talking about a queue in Account Engagement – what do we actually mean? Continue reading “Using Queues in Account Engagement”
Qualifying Existing Contacts from Account Engagement
When designing a lead lifecycle, organisations will typically focus on the journey for a net new lead. Salesforce and Account Engagement’s out-of-the-box features provide an easy route for new prospects to be identified, qualified, handed over to sales and worked through the sales process.
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Retain Your Customers With Account Engagement (Pardot)
Looking to retain your customers with Account Engagement (Pardot)?
Often, organisations use Account Engagement to focus on new leads. It can be easy to forget to nurture and connect with existing customers. We can help you develop your customer strategy, and give you best practice advice around executing it.
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Validate your Email Sending Domain in Account Engagement (Pardot)
One of the changes for Account Engagement in the Spring 23 Release is a new way to validate your email sending domain. If you’ve been using Account Engagement for a while, chances are you set up your domain during implementation and haven’t thought much about it since. So, what does this change mean and what do you need to do?
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Power Up Your Events with Account Engagement
Events are a huge part of many organisations’ marketing strategies, including handling registrations and communications. Combining multiple platforms and lots of data can be a big challenge. But we can help you to level up your events with Account Engagement in no time.
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Manage your Webinar Campaigns with Account Engagement
Integrating your webinar platform with Account Engagement allows webinars to become part of your marketing automation strategy. Lucky for us offers an out-of-the-box connection to the GoToWebinar platform that can work seamlessly with your campaigns.
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Use the new Email Builder in Salesforce Engage
In the Spring ‘22 release, a new setting was added for Salesforce Engage. The new setting lets you choose which types of emails sales reps can use when sending Engage emails – Pardot Classic or Lightning. Read on to learn more about how to enable and use it.
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Track Which Marketing Campaigns Are Driving Salesforce Tasks
Salesforce Tasks have been around for quite a long time, acting as a bridge between different teams and team members. When it comes to marketing activities, a common request we had was ‘Can we see which campaign triggered our tasks?’. Up until now, we were unsure, but not anymore.
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Getting To Grips With Connected Campaigns
After many years of confusion around Account Engagement and Salesforce campaigns working independently, Salesforce has combined the two via Connected Campaigns. Not everyone has them set up, nor do they realise the benefits of the alignment. Let’s look at how it all works now they’re connected.
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Are you ready for Multi-Factor Authentication (MFA)?
There’s been a lot of talk about security these past couple of years so it’s great to see Salesforce changing their requirements to keep customer data more secure than ever.
Continue reading “Are you ready for Multi-Factor Authentication (MFA)?”