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.
Continue reading “Pardot Dynamic Lists and Salesforce Campaign Member Status”
With the start of the Rugby World Cup 2019, we have come up with a Salesforce Rugby XV. There was a lot of discussion, but we believe that this team could take on any other system to chase the egg and come out on top.
Well, with the Enhance Salesforce Dashboards Chrome extension, now you can!
Continue reading “Need real-time information from your Salesforce Dashboards?”
Way back in 2016, Salesforce developed an analytics tool called B2B Marketing Analytics. The idea behind this was to allow data analysis from both Pardot and Salesforce.
Continue reading “Out of the Box With B2B Marketing Analytics”
A dog is for life, not just for Christmas. The same cannot always be said for the Salesforce-Pardot connector user. There may come a time where the existing Salesforce connector user on your Pardot account just isn’t what you’re after anymore, and you’ll want to change it.
Continue reading “Changing Your Salesforce-Pardot Connector User”
The Institute of Customer Services describes Customer Experience (CX) as what an organisation does to meet customer expectations and achieve customer satisfaction. Most businesses are working to improve their customer’s satisfaction. Have you considered how the same principles could improve internal customer satisfaction?
One of the biggest things that you notice when you move across to Lightning are the differences to Lightning Pages. When Lightning came out, it arrived with the Lightning App Builder. This powerful tool took page layouts to the next level. Giving you the flexibility to update anything on the page, display it in different formats and remove things you don’t use.
With Salesforce classic, each page had the same format, and without using other tools or writing code, you had no way of changing this.
Lightning pages are designed to work with components. These little reusable blocks can be moved around the page, giving you a lot more flexibility. This gives you the ability to put the most used and essential things front and centre while keeping things that are rarely used to other areas, so that they are still available, but don’t get in the way.
Lightning pages can be made up of standard components, components you have downloaded from the AppExchange and components you have built yourself. These are dragged onto the page layout and customised.
The range of components available includes basic requirements such as the record details, activity timeline and related lists. You also have components such as tabs and accordion that give you different options for displaying data, so you can hide data to make the page cleaner and easier to use.
Out of the box, most pages come with a header and right sidebar. However, there are nine templates you can choose from, and if you are feeling adventurous, you can even build your own templates.
Templates give you power over how data is displayed; for example, you can have 3 columns to try and keep most of the content of the page on the screen without scrolling.
Although not new (you could add 2 charts to a classic page). You can add multiple report charts to a page layout. This means that you can have various ways of looking at the records data without going to a report or dashboard.
Flows are powerful processes that can perform multiple actions or multiple records at once all without writing any code. The flow screen component lets you add your creations to a records page. My favourite use of these is quick creation screens such as creating a contact or opportunity from an account page.
Lightning pages are powerful and can significantly increase user productivity. Not sure where to start? Take a look at the Lightning App Builder and Quick Start: Lightning App Builder modules on Trailhead. Otherwise, get in touch with us here and we’ll be happy to help!
If you’re not familiar with Salesforce CPQ, it can seem complicated and confusing so I wanted to provide you with a five-minute overview of what it is and what it can do.
Ever thought “I wish Salesforce did this” or “Why doesn’t Pardot do that”? Well, you aren’t alone! Over 1.7 million upvotes have been cast on Salesforce Ideas over the last 12 years.
Continue reading “Have Your Say in the Future of Salesforce on the IdeaExchange”
May 23rd at the Excel saw 2019’s London Salesforce World Tour. From sessions to interactive stands there was something for everyone. In true Nebula fashion we were there in force! Find out what our team thought about this year’s event!
Continue reading “Our Takeaways From Salesforce World Tour London 2019”
This year was my first time attending Salesforce World Tour 2019 in London.
Having heard a lot about this well established Salesforce event, I was very excited and intrigued to see what this year’s event would have to offer.
Whether you call it Account Management, Retention Teams or Customer Success the truth is that after sale care (ASC) is of massive importance to a business.