by Henry Abenaim | Jun 19, 2018 | Salesforce Tips
Pardot Engagement Programs are one of the most powerful marketing tools out there, and now they can be repeated! If you use Pardot along with your Salesforce, you almost certainly appreciate just how easy and comprehensive your drip and engagement campaigns can be.
For anyone who isn’t familiar, the short version goes like this: Pardot Engagement programs allow you to set up a complex series of automated emails, actions, rules and triggers into what amounts to a smart marketing campaign that can engage your prospects and adjust based on their actions.
Previously, when a prospect was assigned to an engagement campaign, they could only go through the journey once, however as of May 2018, that has all changed. Currently in Beta, Pardot will now allow you to re-assign a prospect back into a single program up to 10 times. You can also adjust how many days the system will wait before re-assigning, just to make sure there is a little space in between.
Being able to repeat engagement programs will allow you to engage with your prospects over a longer period of time because let’s be honest, not everyone converts the first time around. This upgrade will keep them on the path to receive your best content, and get maximum engagement!
Click here to learn more!
by Henry Abenaim | Mar 27, 2018 | Blog, Salesforce-Apps-AppExchange
Looking at a Quote Line Item list with many fields and values? It can be hard to organize efficiently. The Alpha Easy Sort App solves this, by enabling custom sorting. Set up your default sort order for all users and create multiple presets that users can select from as needed. Or configure the app to sort line items on an ad-hoc basis.
“The Alpha Easy Sort App enables users to sort Quote Line Items using any Field or Fields available in a Quote Line Item.”
Check it out here!
by Henry Abenaim | Mar 20, 2018 | Salesforce Tips
Automation is one of the best ways to power up your business and improve your team’s everyday routines and tasks. Data can be auto-populated, pages auto-generated or records auto-updated. But what do you do if you have no coding experience and a limited development budget? Salesforce Flows!
A flow is an application that automates a business process by collecting data and doing something in your Salesforce org or an external system. Flows operate in a number of ways. They can require user actions, such as a wizard or guided UI, or they can be set up to run on their own in the background. Either way, using Salesforce Flows is a great way for any admin to create streamlined processes without any coding. Ready to get started? The folks over at Salesforce Ben have put together a great intro article to get you started with creating your own flows.
Read “An Introduction to Salesforce Flows”
-Ryan and the CloudMyBiz team
by Henry Abenaim | Mar 13, 2018 | Salesforce Tips
How can you find the last day of any month for reporting purposes? Perhaps you need a report to check account running balances for the last day of the month over the last 12 months. Or maybe you want to see the sales closing numbers, for the last day of the month over the past year. These sorts of reports can be very helpful, but considering each month has a different number of days, how do you find the answers?
Well the answer is actually a pretty simple trick. You simply find the first day of the next month, and subtract one day. The system will automatically take a step back on the calendar and give you the results you need.
When plugged into a formula field, the result should look something like this:
IF(
MONTH( date ) = 12,
DATE( YEAR( date ), 12, 31 ),
DATE( YEAR( date ), MONTH ( date ) + 1, 1 ) – 1
)
Presto! You are now looking at the last date of the month. You can use this to get more creative, like creating formula check boxes if a certain record falls on the last day of the month, to create a report to see what the performance was ONLY on the last day of the month
Click here for more sample date formulas!
-Ryan and the CloudMyBiz Team
by Henry Abenaim | Mar 13, 2018 | Blog, Salesforce-Apps-AppExchange
It’s no secret that when it comes to online content, video is rapidly growing and is one of the best ways to get a message across. From training to promotional content, a well done video is hard to beat. The NativeVideo app helps you engage with the growing video trend through easy to use video recording and creating features. More importantly, this app lets you do all of this from inside Salesforce. You can record, share and watch videos as native Salesforce objects!
Salesforce users can record, browse and share videos directly inside their Salesforce Org and enable video functionalities for both internal and external use cases
Check it out here!
