Lead Source In Pardot
Having an issue with finding out the Source of your visitors. No worries, this platform can provide you the default functionality to find out the source of your visitors, like where they came from (natural search, ad, paid search, or empty) or any of your social campaigns. For better understanding just take an example, if a visitor clicks one of your twitter campaigns which URL’s is https://twitter.com/profile/advertisement then the Source field is automatically populated as Twitter. Lead Source In Pardot Here you can check some examples of the other vendors that can appear in the Source field. Consideration for Lead Source In Pardot Here you can check the Source field screen prompt. For more details, visit CloudVandana. Request a Free Consultation YOU MIGHT ALSO LIKE
Remove a File from a Record Without Deleting It Everywhere
Do you want to remove a file from a record but not delete it from your Salesforce org? Yes, you can! Previously, a file owner could delete a file from Files Home or a record using row-level actions. But this method also removed the file from all records and posts where it was attached. Now you can easily remove the file from a record without also removing it from other records, posts, or Files home. In order to remove a file from a record, you must have at least collaborator access to the file. Steps: On the record’s Files related list, choose to Remove from Record from the row-level action menu. Enabled by default in all Orgs. Request a Free Consultation YOU MIGHT ALSO LIKE
Scan and Scroll the Activity Timeline
Activity Timeline gives a complete overview of your upcoming and past activities on the record pages. With the continuous enhancements by Salesforce, we can make the best use of the activity timeline. Recent Improvements to the activity timeline make scanning, finding, and acting on activities easier for your sales reps. Expanded scrolling—up to 32 activities—reduces clicks and eases scanning for the activity that a rep is looking for. Grouping activities in the activity timeline by month lets reps find activities quickly and make sense of periods of time without customer activity. Relative dates, for example, one, two, or three months ago, let reps see the pace of activities. This feature will increase the productivity of the sales rep as well as keep them updated on the recent engagements with their clients. e.g. Monthly groups of activities make it easier to find that event in May or the email received three months ago. Note: We recommend that you put the activity timeline component at the bottom of a layout, with no other components beneath it For more assistance, visit CloudVandana. Request a Free Consultation YOU MIGHT ALSO LIKE
Import Contacts from Mobile Devices Contact Lists into Salesforce
The Salesforce Mobile app has a great feature where you can import contacts from your device directly to the Salesforce contacts. Sales reps can save time and eliminate typos by using the Salesforce mobile app to import contacts from mobile device contact lists into Salesforce. This feature is available only in Salesforce for Android and Salesforce for iOS. How to Use? Salesforce recommends the following consideration to use this feature. Request a Free Consultation YOU MIGHT ALSO LIKE
Conditionally Show Content in Pardot
Having a problem with being more personalized with your prospects? No worries, Pardot HML is here to your rescue. With Pardot HML you can conditionally show content and default statements when prospect records are missing certain values. HML can be used in the following places in Pardot, How to use HML in Pardot Email: {{#if Recipient.FirstName}}! // First we’ll check the Recipient’s first name Welcome {{Recipient.FirstName}} // if found, then showing this {{else}} // if not found any, then showing this custom message Welcome to CloudVandana Solutions {{/if}} // End the #if statement Here you can see both of the versions of email, personalized and well formatted. Version 1 Version 2 Request a Free Consultation YOU MIGHT ALSO LIKE
Progressive Profiling In Pardot
Progressive profiling in Pardot is a game-changer for lead generation. Do you want to grab more and more information from prospects whenever they download new content from your website? With Pardot, you can create a Progressive Profiling, which helps you to fetch more details from your prospects. As Known, using fewer fields on your forms results in higher conversion rates. Pardot Progressive Profiling can give you the conditional functionality to display fields on the form for prospects based on the completion of their previous fields on the form. Benefits of using Progressive profiling: Let’s take an example, when the prospect fills up your form’s first time the prospect will see these fields on the form. And after the conversion, if the prospect visits again then the prospect will see these fields on the form. Note: Over the time you’ll get more information about the prospect by using Progressive Profiling. Request a Free Consultation YOU MIGHT ALSO LIKE
Use Email Logs to Monitor Emails Sent from Salesforce
Get the most out of sending email from Salesforce with features that let you monitor emails.i.e. Email logs. With email logs, you can easily monitor emails sent through Salesforce in the last 30 days. Logs contain information on each email, including the sender and recipient, date and time, delivery status, and any associated error codes. Email logs are in CSV format. This is a great tool for admins to Monitor Emails. How to Request To clear a request and return to the email log overview page, click Cancel. Sample CSV Note: Email logs include emails sent through email actions, list email, and mass email, as long as the emails are sent through Salesforce. Request a Free Consultation YOU MIGHT ALSO LIKE
Use Unique Count in Lightning Report Builder
You can get a count of unique values of your report result with this feature. This is a very common use case where you need to find the distinctive values in a report and you have to export the report and do those calculations. But, now you can show or hide unique counts directly from the report builder. Example: Opportunity reports often list multiple opportunities with the same account. Add a unique count to the Account Name column to see how many individual account values appear in the report. Unique counts appear as grand totals at the bottom of the report and as subtotals for each group. Steps: When you add a unique count to a column, it shows the number of unique column values in report results. Duplicate values aren’t counted. To remove the unique count, click | Hide Unique Count. Note: As you get ready to count unique values in report results, take note of these limitations. Request a Free Consultation YOU MIGHT ALSO LIKE
Create Reports with Row-Level Formulas
Reports and Analytics are important tools to run any business. To answer business questions sometimes means making a calculation on every row in a report. With the feature of row-level formulas in Salesforce Reports, you don’t need to export report data to a spreadsheet or ask an admin to create a one-off custom formula field. Instead, create a row-level formula field right while creating a report and use it as a regular column. Example: Write a row-level formula on a closed opportunity report to calculate how long each opportunity took to close. Click Add Row-Level Formula, and write a formula that subtracts created date from the close date. CLOSE_DATE – DATEVALUE(CREATED_DATE) The row-level formula appears as a column on the reports. Features Available for Row-Level formula: Request a Free Consultation YOU MIGHT ALSO LIKE
Dynamic List In Pardot
Want to improve your segmentation strategy in Pardot? Dynamic lists can help! Follow this guide to learn how to create and use them. Having trouble with managing your List of new prospects again and again as per their activities on your website or any of your marketing content? Don’t worry; with Pardot, you can create a Dynamic List action-based list where Prospects will be added and removed automatically on the basis of their actions/activity. When the prospect matches a criterion defined by you, it will automatically be added to the list, and when the prospect does not match the criteria, it will be removed. Consideration for Using Dynamic List in Pardot Let’s check this image of a dynamic list of prospects that belong to Delhi City. Note: In this dynamic list, if the prospect’s default field City is Delhi, then the prospects will be added to the list, and in the future, if prospects change their city, then it will be removed automatically from the list. To know more, contact CloudVandana. Request A Free Consultation Request a Free Consultation YOU MIGHT ALSO LIKE
