People I work with know how much I love consistency, especially with naming conventions for campaigns. And really, what could be a better way to begin the year than to start thinking about yours?
Category: Salesforce
How to Report on Pardot Engagement in Salesforce
“We would like to review the Pardot engagement on our campaigns, how can we do that?”. Working with Pardot customers over the years, this is one of the questions that I hear the most. And now, with the recent updates in Salesforce, we finally have some great solutions to offer.
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Time to Spring into Action
It’s that time of year again. We may still be in Autumn, running Salesforce Winter. However, Spring’20 is just around the corner.
Running Salesforce over the Festive Season
The festive season is a time to wind down and prepare for the new year for many businesses. A lot have code or development freezes because of the vital end of year figures coming out. Others have a skeleton crew because people are using up their annual leave. And this can often leave you wondering, what can I do to be productive over the festive period?
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Join a Trailblazer Community Group Today
Trailblazer Community Groups give you the opportunity to meet your peers. Organised by Salesforce customers, they are held on a regular basis (although the frequency is different for different groups) in locations all over the World. This blog will break down what they are, how you can join, and the benefits of doing so.
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What are Lightning Sandboxes and what can they do for you?
One of the main announcements from Dreamforce 2019 that got us Salesforce geeks extremely excited was Lightning Sandboxes. A Sandbox is basically a play area in which you can try things out, make mistakes and build code for deployment to Production.
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Is It Time to Become a Trailhead Ranger?
If you have been working with Salesforce for a while, you will have heard about Trailhead. Trailhead is Salesforce’s free to use learning platform. It helps Admins, Developers and users get a better understanding of the ever-growing Salesforce platform.
Even Technical Architects Get Stuck Sometimes – 10 Ways to Get Salesforce Answers
With Dreamforce starting this week it is a good reminder that Salesforce is constantly evolving and growing, be that through the triannual releases, the purchase of new products or the exponential growth of the AppExchange.
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Top 5 Lightning Quick Wins
Whether you are about to transition to Lightning or you’ve already moved away from Classic, there will always be some who are resistant to change.
So you haven’t transitioned to Lightning yet?
A discussion in the office recently led us to consider how many of our clients have taken the plunge and transitioned to Lightning. We don’t have an exact number (we won’t name names!), but we believe we’re well on our way to 60% of clients in Lightning now.
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Want a Quick Way to Navigate Lightning Admin?
Lightning offers a quicker way to control and adjust Custom Objects but it can still take some time to get where you need to go.
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Pardot Dynamic Lists and Salesforce Campaign Member Status
One really brilliant use for Pardot Dynamic lists is to use them to pull information about Salesforce Campaign membership. This can be particularly useful when managing your events through Pardot and Salesforce.
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