From PDF to App, the Salesforce Optimizer has come a long way since its release in Spring-17.
In today’s blog I will be talking about the changes made. And how you can use this handy tool to optimise your Salesforce Instance.
Continue reading “Making the most out of your Salesforce Instance using Salesforce Optimizer”
Although Salesforce controls a lot of their security features, there are different levels of security that you need to be aware of. The simplest way to do this is by running a Salesforce Health Check.
In this blog, I have listed some of the main reasons for when it would be a good time to run a Health Check. And the benefits it has for your business.
Continue reading “When is it time for a Salesforce Health Check?”
The number of cyberattacks against businesses is on the rise. Therefore, it is important that we implement stronger security measures to protect our customers and their data.
Consequently, MFA for Salesforce Users will be required in order to access Salesforce products from February 2022.
Continue reading “MFA for Salesforce Users: What you need to know”
One of the great things about the Pardot/Salesforce connector is the flow of data. We can utilise this to pull in prospects from Salesforce Campaigns into our Dynamic Lists in Pardot, but what happens when something doesn’t look right? I’m here to show you what to look out for, and talk about what might have gone wrong!
Continue reading “Dynamic Lists & Salesforce Campaigns Discrepancies”
Salesforce User Sync is an excellent feature that lets you create and manage your Pardot users in Salesforce. After you have mapped your Pardot and Salesforce users to prepare for Pardot User Migration, the process to enable Salesforce User Sync is not that complicated. But before you configure it, take a look at our considerations and recommendations.
Continue reading “Configure Salesforce User Sync for Pardot”
Finally 2020 is almost at an end! Therefore, it’s time to look forward, take control of your organisation’s systems and prepare for the year ahead. So here are some of the articles that you should take a moment to digest in order to have a proactive start to 2021. Don’t forget, Pardot releases come out 3x a year now, with the first one set to go live on February 15th.
If you’ve got your Salesforce and Pardot accounts connected, you have probably come across Sync Errors before. Sync Errors are Salesforce’s way to reject an attempted sync of a prospect. They can occur for a number of reasons and can be quite frustrating to solve. So, to make your life easier, here’s how to resolve 5 common Pardot Sync Errors.
Continue reading “How to Resolve 5 Common Pardot Sync Errors”
You may have already heard that Pardot’s user authentication system will be discontinued in February 2021. This is a major update and critical for Pardot-only Users. Find out more below.
Continue reading “Pardot User Migration: What you need to know”
Here at Nebula Consulting we work with clients via projects and through our support offering, Nebula Advance. Giving us a lot of experience in the ways that people report tasks and issues. Teaching us that although there are different approaches, there is definitely a best way to go about getting your issue resolved quickly.
We have created some handy blogs covering all aspects of the Pardot Email Builder in Lightning Experience release. Find out everything you need to know in this series with these handy blogs.
Continue reading “Pardot Email Builder for Lightning Experience: Blog Series”
Once your Salesforce Administrator has set up Salesforce CMS, you’ll be able to create, manage and deliver content across all of your channels in a way that’s super easy to collaborate with your team and even external contacts. Here, we’ll show you how to use Salesforce CMS and some tips around creating and organising your content.
Salesforce CMS is a one-stop-shop for managing your multi-channel content, straight from Salesforce. Here’s how to set it up, with a view to using the new Pardot Email Builder for Lightning Experience. Continue reading “Pardot Email Builder in Lightning Experience: Setup Salesforce CMS”