In this video, we'll show you how to Deactivate Salesforce Users. In Salesforce, you cannot delete users outright, as other references to the user may exist throughout your org. Instead, you can remove users from your org by deactivating them - this way, you'll remove...
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Salesforce Glossary: Familiarizing yourself with Salesforce Terminology
Whether you’re new to Salesforce or just looking to clarify what exactly a specific term means in the Salesforce ecosystem, this Salesforce glossary will help you learn the lingo. Here are just a few of the most commonly used terms within the Salesforce platform, we...
How to Give Salesforce Support Access
In this video, we'll show you how to give Salesforce Support Access to your Salesforce org. You may need to give Salesforce access when troubleshooting within your org. You can also grant support access to other providers you may have installed apps from. You can also...
How to Add Prospect Resubscribe with Custom Messaging on Pardot Forms
How can you politely ask your unbsubscribed prospects to opt back into receiving your emails? Pardot Prospect Resubscribe is how. With this feature If you haven't already done so, you can easily allow opted-out prospects to resubscribe to your emails when they engage...
How to Find Your Salesforce Org ID
In this video, we'll show you how to check the Salesforce Org ID. Your Salesforce Org ID is the identifier for your Salesforce instance, and you'll need it when you need to check the status of your Salesforce instance, or whenever you need to contact Salesforce...
Is Salesforce Down? How to Check Salesforce Status
In this video, we'll show you how to check the status of Salesforce and all of its services. For all details regarding the status of your Salesforce org as well as Salesforce services to maintenance windows, Salesforce has its own website to check site status. This...
Who’s Got the Power? How to Leverage Your Power Users for your Salesforce Implementation.
Super Users. Champions. Platform Whisperers. Whatever you call them, Salesforce power users are the backbone of every team, making sure the proverbial trains run on time and advocating for improvements that benefit your team and your customers alike. They’re...
How to Use Pardot and Einstein Send-time Optimization
1. Enable Einstein Send Time Optimization first by navigating to the setup cog on the top right of your screen, then click on the marketing set up from the drop-down. From the Quick Find box, search for Einstein, then select “Einstein Send Time Optimization” and then...
How to set up a Pardot Sandbox & FAQ
Set up a Pardot Sandbox so you can test customizations in Pardot, before taking them into production. You’ll reduce the risk of breaking your current business operations, by leveraging a test environment. What is a Pardot Sandbox? A Pardot Sandbox is a Pardot business...
When to Use Data Import Wizard vs Data Loader
When working with data in Salesforce, it’s crucial to know when to use the right tools. When it comes to working with data, Salesforce provides two tools: the Data Import Wizard, and Data Loader. Knowing when to use each tool is imperative to working with large...