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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...
Salesforce 101
Quick Tutorials to Help You Get Started with Salesforce
How to Use Global Actions in Salesforce
What are Global Actions in Salesforce? How can you use them? In this video, we will cover how to use Global Actions in Salesforce. Global Actions in Salesforce allow users to log call details, create or update records, or send an email without leaving the page they're...
How to Send List Emails in Salesforce
How to Send List Emails From Salesforce A list email allows you to email to an individual email to each recipient in a list instead of one email to the entire group. So you can send individual and personalized, emails to recipients on contact and lead lists and...
How to launch an Asana project when you create a Salesforce campaign
How to launch an Asana project when you create a Salesforce Campaign using the Salesforce and Asana integration When you create a Salesforce campaign, you can automatically kick off an Asana project. If you haven't connected Salesforce and Asana be sure to skip to the...
SALESFORCE 201
Expand Your Knowledge on The Salesforce Platform, with More In-depth Topics
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