Are you a new Salesforce administrator? Are you just starting to customize your org? Or are you a seasoned Salesforce veteran admin, auditing what works and what doesn’t? No matter how you use Salesforce, it helps to use documentation to stay organized. Documenting your org is exactly what it sounds like: you write down all essential information and processes in one, … [Read more...] about 5 Documentation Strategies to Improve Your Salesforce Org
3 Ways to Use Your Pardot Data to Drive Engagement
If you’ve used Pardot, you may have noticed that it’s pretty great for gathering data. You can track how your emails are performing, get to know your prospects better via forms and landing pages, and even understand their overall interest and preferences by listening to cues on your Engagement Studio programs. Now that you have all of this great information, what do … [Read more...] about 3 Ways to Use Your Pardot Data to Drive Engagement
4 MOAR Features for Higher Education in the Winter ‘20 Release
Winter is nearly here, and so is the Winter ’20 release. There are so many great features in this release that we couldn’t fit it into just one blog. As you gear up for a new semester, check out even more new features and functionality from Salesforce! From streamlining your work processes with Topics and the Recycling Bin, to gathering new data with Surveys, and … [Read more...] about 4 MOAR Features for Higher Education in the Winter ‘20 Release
5 Ways to Make Pardot Engagement Studio Work for You
Keeping people engaged is a tough job. You have to know your audience, send targeted messages at just the right time, and then interpret their cues to create even better messaging the next time around. There’s a tool that can help you do it all—Pardot’s Engagement Studio. Engagement Studio is a powerful nurturing tool designed to build intelligent, automated … [Read more...] about 5 Ways to Make Pardot Engagement Studio Work for You