Account Engagement Bulk Asset Copy Flow
Many of us have been eagerly awaiting the option to copy assets across Business Units, and the Summer 2023 release did not disappoint. Account Engagement Bulk Asset Copy Flow is here!
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Customization Made Simple: Exploring Salesforce CPQ Product Rules
In the dynamic landscape of sales and business operations, CPQ has emerged as a game-changer for organizations seeking to streamline their quoting processes.
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Marketing Cloud Growth: brand new marketing automation from Salesforce… wait, what?
There’s a new kid on the Marketing Cloud block and it’s causing quite a stir! Salesforce have publicly announced Marketing Cloud Growth Edition, available in some regions from today.
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How to Set Up a Custom Domain for Your Salesforce Digital Experience
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.
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Unveiling the Power of Salesforce Sandboxes: Best Practices and Benefits
Salesforce sandboxes are a powerful tool that can help you develop, test, and deploy customisations and new features more efficiently. In this blog post, we will explore the benefits of using a Salesforce sandbox and the best practices for using it.
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Announcing the Salesforce Certified Marketing Associate credential
New year, new credential! Salesforce has today announced the new Salesforce Certified Marketing Associate. This brand new certification allows marketers to prepare for a career in Salesforce marketing and demonstrate their understanding of the platform.
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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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How Revenue Intelligence Drives Sales Success
Sales leaders face many challenges in today’s competitive and dynamic market. They must manage their teams, optimise their strategies, and deliver results that meet their goals. But how can they do all that without having an accurate forecast?
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What You Should Know About Repeatable Engagement Programs
An Engagement Studio program is a powerful tool that can help automate your marketing in Account Engagement. These programs can be used for many cases but be cautious before you start building yours.
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Prospect Resubscribe Not Working?
Increased domain security over the past few years has meant that cross-domain tracking is not possible. For customers with multiple tracker domains in their Account Engagement account, it is critical to remain consistent with domain usage across the right assets.
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Lead Source Tracking in Account Engagement (Pardot)
Firstly, what is ‘lead source’? Let’s start by defining what a ‘lead source’ actually is and why we use it.
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Salesforce CPQ Contracts & Renewals: Automating Your Sales Process
Salesforce CPQ has many functions and features to help automate and improve your business processes. The Contracts and Renewal process is a key element for any business.
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