Having trouble with finding out the CRM Status of Prospects in Pardot? No worries, Pardot Automation Rule here to the rescue.
As known, Pardot comes with automation rules which allow you to perform certain marketing and sales actions based on criteria that you specify. It allows you to perform specific tasks to help you achieve your marketing goals. Automation rules make your job easier in a variety of ways like Lead qualification, assignment, task creation, assign to your sales representatives, applying tags, adding to campaigns, etc.
Steps you need to follow:
Navigate to Marketing > Automation > Rules
Click +Add Automation Rules
Choose a Name for the rule for internal use
Select a Match type
Match any – Only one aspect of the Rule must be satisfied in order to take the action(s).
Rules: select the same rule in your automation rule.
Actions – Select at least one action to take place when your rule criteria are met. Click the + and select any actions like, add the prospect to List, apply tags or Remove Prospect from List, etc.
Click Create automation rules to save the rule.
Note: This rule will filter on all prospects based on the status of the prospect’s synced CRM record.
If you need help setting up the Automation, you can get in touch with us here.
Assignment rules in Salesforce are basically used to automatically assign Case or Lead to the owner (Queue or User). This assignment rule is used to automate owner assignments on Lead and Case based on conditions on Case and Lead.
Types of Assignment Rule
There are two types of assignment rules.
Lead Assignment Rules
Case Assignment Rules
Lead Assignment Rule:
The Lead Assignment rule describes how leads are assigned to queues or users as they are created manually, imported via the Data Import Wizard, or captured from the web.
Case Assignment Rule:
In Case Assignment rule, it specifies how cases are assigned to users or queues as they are created manually, using On-Demand Email-to-Case, Email-to-Case, Web-to-Case, the Customer Portal and Outlook.
Create or Set-up assignment rules
From Setup, enter Assignment Rules in the Quick Find box, then select any one assignment rule either Lead Assignment Rule or Case Assignment Rule.
Click New, and then give the rule a name. If you want to make it active then check the active box then click Save.
To create the rule entries, click New. For each entry, you can specify:
Order: Set the order in which the entry will be processed in the rule, for example, 1, 2, 3. It matches the criteria of the entry according to the order. When a match is found, it processes the item.
Criteria: Here, write the condition so that when it meets with criteria it automatically assigns to queues or users on Lead/Case. Enter the rule criteria.
User: Choose here either users or queues to assign on Lead/Case.
Do Not Reassign Owner: It defines that the current owner on a case or lead will not be reassigned to the case or lead when it is updated.
Email Template: You can choose a template to use for the email that is automatically sent to the new owner of Lead/Case. No email will be sent if no template is specified. While assigning a lead or case to a queue, the notification goes to the Queue Email specified for the queue and all queue members.
Predefined Case Teams: It describes the predefined case team to add to a case when it matches the condition.
Replace any existing predefined case teams on the case: It describes that any existing predefined case teams on the case are replaced with the predefined case teams on the condition when a case matches the condition.
After this setup, click Save, or Save & New to save the entry and create more entries.
Assignment Rule Example:
Following is the Lead Assignment rule which assigns Lead to queues based on City, Company, and Industry.
Like this, you can create more rules for assigning a different Queue/User for different criteria.
Previously you could only add Lead/Contact or Person accounts as campaign members in Salesforce but Now you can focus on the Accounts by tracking them as Campaign Members. This feature is generally available with summer 21 release.
Add accounts as campaign members from related lists and create standard and custom reports to track their engagement.
In order to add accounts as campaign members, Salesforce admin needs to turn on the feature in Salesforce Setup. Then update the accounts page layouts to include the Campaign History-related list on account records.
Note: Accounts, including person accounts, that are added as campaign members also appear in Campaigns and Campaign Member related lists and standard reports.
Share Records with Manual Sharing in Lightning Experience
With the latest release of Salesforce Manual sharing is available in the lighting experience. Previously, you had to switch to the classic interface to share the record manually to specific users or groups. But, with manual sharing in Lightning Experience, you now can share records and manage record shares in a new streamlined interface.
Steps:
Click Sharing on the record that you want to share.
In the Share window, you can manage who the record is shared with and share any associated records.
Note: Manual shares are available only for accounts, opportunities, cases, contacts, leads, and custom objects.
Refer to the Prior Values of the Record in Salesforce Flows
Previously, there was no way to check the prior values of the record that triggered your flow. But, now when a record is updated, you can access that record’s prior values in Salesforce Flow. The $Record__Prior global variable contains the record’s values immediately before the flow was run. Use these prior values to check for changes and calculate differences in your flow.
For example to notify your deal team when the deal’s amount changes by 50% or more.
Here, you need to compare the current value of the amount to the prior value of the amount in order to calculate the percentage change. So you can create a formula such as ({$!Record.Amount} – {!$Record__Prior.Amount}) / {!Record__Prior.Amount}. By using a Decision element to check the formula’s result and a Send Email action to perform the notification.
$Record__Prior global variable can be used in record-triggered flows that are set to trigger either when the record is updated or when the record is created or updated.
$Record__Prior is available in specific Flow Builder locations that read from global variables, including:
Formulas
Action input values
Assignment values
Decision outcomes
Filters and individual field values when creating, updating, getting or deleting records
As we all know that Salesforce has introduced us to many automation tools which automate our business processes with Process Builder, Workflow, Approvals, and Flows. In Salesforce functionality, every tool comes with its own specification and features.
“Flow”, is one of the types of Automation tools in Salesforce.
Flow is a tool that automates complex business processes. Basically, it is the declarative interface used to create different types of flows.
Previously, we used the Process Builder to automate any business process but as the flow has defined its additional features so it supports mostly all same functions.
Example:-
Let’s take a simple example of flows – Creating a new Lead with four field input form that we will later add to our Home page.
Step 1. Quick Lead (build with Flow Builder)
From Setup, enter Flows in the Quick Find box, then select Flows, and then click New Flow.
Step 2:
From the Palette on the left, drag the Screen element to space on the right (the canvas).
Step 3.
Give it a label as New Lead.
Next, scroll the screen components on the left until you find Text.
Drag four of the text fields to the middle panel.
Step 4.
Now, Create fields for First Name, Last Name, Company, and Phone.
Click on [Text] on each field and name them as shown.
Step 5.
Click in the footer area and untick the Previous and Pause buttons then click Done.
Step 6.
Next, drag the Create Records element to the canvas.
Step 7.
We will use the values collected from that Screen element to create the new lead record. Drag the Record Create element onto the canvas. Enter Create Lead as the label then Select one record to create Select Use separate variables, resources and literal values to set the record fields and Select the Lead object.
Step 8.
Next, populate the lead fields with the fields from the input form we created.
Step 9.
Click Done when finished.
Next, we need to join the three elements together. Click the circle at the bottom of the Start element and drag down to join to the New Lead screen. Do the same from New Lead to the Create Lead element.
Step 10.
Finally, we can Save our new Quick Lead -1 flow. Click Save and Provide a name, description.
Step 11.
Now, Click Save and Activate the flow.
To be able to use this flow in Lightning, we have to Enable Lightning runtime for flows as follows.
First, go Quick Find box – Process Automation – Process Automation Settings.
Click Enable Lightning runtime for flows and Save your changes.
Step 12. Add Your Flow to the Home Page
Quick find – Builder – Lightning App Builder.
Click New.
Click Home Page, and click Next.
Give the page a name as Quick Lead -1, and click Next.
Click Clone Salesforce Default Page, select Home Page Default, and click Finish.
Drag a Flow component to the top of the right column.
Select your new Quick Lead flow.
Step 13.
Save and Activate your new Home Page.
Return to your App (ex. Sales) and refresh the page. Your new home page with the Quick Lead Flow component will be displayed.
Test your new flow by entering a new lead via the Flow you have just created.
Learn the best practices and tips for setting up email sending domains in Pardot with this comprehensive guide. Ensure your emails reach the inbox every time! Before sending emails through Pardot, add the Email Sending Domain in Pardot.
In Pardot, the email addresses of your users will determine which domain is used when sending emails. For example, if you send a Pardot email and choose user@yourcompany.com as the sender email, yourcompany.com is the domain that would be used. That is the domain that will need to be configured in Pardot, and Pardot will provide you DNS entries, and these DNS entries will need to be placed in your DNS. If your users have different domains, each one that will be used will need to be configured.
The Email Sending Domain involves 3 separate DNS entries:
Add SPF and DKIM Records to Your DNS
Domain: info.yourwebsite.com
Have your IT team add TXT records for SPF and DKIM to your sending domain’s DNS record.
1. Add Pardot’s SPF statement to your SPF record.
If you don’t have an SPF record, add a TXT record with this statement: @ -> v=spf1 include:aspmx.pardot.com ~all
If you do have an SPF record, add this statement, and move ~all to the end:@ -> include:aspmx.pardot.com
Here you can check the screenshot.
Add a TXT record and paste the DomainKey value with this statement: 200608._domainkey.info.yourwebsite.com ->k=rsa; p=MIGfMA0GCSqGSIb3DQEBAQUAA4GNADCBiQKBgQDGoQCNwAQdJBy23MrShs1EuHqK/dtDC33QrTqgWd9CJmtM3CK2ZiTYugkhcxnkEtGbzg+IJqcDRNkZHyoRezTf6QbinBB2dbyANEuwKI5DVRBFowQOj9zvM3IvxAEboMlb0szUjAoML94HOkKuGuCkdZ1gbVEi3GcVwrIQphal1QIDAQAB;
Here you can check the screenshot.
If you need help setting up the Email Sending Domain, you can get in touch with us here.
