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”
Category: Salesforce
Setup the Pardot Email Builder in Lightning Experience
One of the most anticipated releases in Pardot history – the Pardot Email Builder in Lightning Experience – was released this month. This new email experience uses the power of lightning to give users the seamless experience of a drag and drop email editor. Here at Nebula, we wanted to share the set up of this shiny new feature, and provide some tips along the way. Continue reading “Setup the Pardot Email Builder in Lightning Experience”
Pardot Email Logging in Salesforce
We all dream of an ideal world, where sales and marketing come hand in hand in Salesforce. But the biggest challenge for sales teams is often the inability to track directly sent emails as part of their measured activities. Well, I’m here to tell you it is possible, if you enable the Email Logging functionality via the connector.
Flow for Developers
Rivers, and paddling them in a canoe, can teach you important lessons about going with the flow. You’re never going to successfully paddle upstream against the Yukon (trust me – I’ve been there). Poor communication with a tandem canoe partner can make you both end up swimming. If you get pinned sideways, you must lean in to the obstacle.
The most important lesson, though, is the first one: Go with the flow. Let the river guide you. Work together to get the boat where it needs to be. All that power, blended with a bit of control, can have beautiful results.
Why you need to set up the Pardot Lightning App now
Are you using Pardot and Salesforce, but still not enabled the Pardot Lightning App? Find out what you can gain by setting it up – the sooner the better. Continue reading “Why you need to set up the Pardot Lightning App now”
Campaign Organisation in Salesforce and Pardot
Frustrated at your current campaign situation in Salesforce and Pardot? Whether you are setting up your campaigns for the first time or looking to improve, here are some things you can implement to make your campaigns easier to find, manage and report on.
Continue reading “Campaign Organisation in Salesforce and Pardot”
How to Use Workbench for Campaigns
During the configuration of a new feature anyone can face certain challenges, like when you need to work in a third-party platform all of a sudden. In this post, I’m here to tell you how I came across mine, when I recently used Workbench for Campaigns.
Performing a Salesforce data export
As of August 2020, Salesforce no longer offers the data recovery solution it once provided. Although this solution was costly and not ideal, it does mean that if you do not have backup processes in place, you no longer have this last resort. As a result, it means you could suffer a data loss that you can’t recover from.
Country Field Discrepancies between Salesforce and Pardot
If you have enabled Salesforce State and Country picklists and you are using the Pardot default list of countries for the Prospect Default field as a dropdown, then make sure you read this article on how to ensure the mapped fields match and avoid getting lots of sync errors!
Continue reading “Country Field Discrepancies between Salesforce and Pardot”
Person Accounts in Pardot
At the recent Pardot London’s meet-up, I spoke about Person Accounts in Pardot. They are best described as a merged Account and Contact record with a locked one to one relationship, allowing you to take advantage of the standard Salesforce functionality for both objects.
4 Signs you should be considering CRM Analytics (Einstein Analytics)
One of the most frequently asked questions I get when talking about CRM Analytics (Einstein Analytics) is, “Why should I pay for additional licences when I already have standard Salesforce reports and dashboards?”
This post is here to help you understand if you should invest in CRM Analytics by looking at four common requests that standard Salesforce reporting can’t handle.
Continue reading “4 Signs you should be considering CRM Analytics (Einstein Analytics)”
Automate Prospects Nurture from Salesforce
We have been excited about the Pardot Summer ’20 Release since the initial announcements. On a recent Pardot webinar we got the chance to see a new feature in action, with which you can automate prospects nurture from Salesforce directly. It will work through an ‘Add to Engagement Studio list’ action button and will be available in July.
Continue reading “Automate Prospects Nurture from Salesforce”