Natasha Martin

Pssst. The results are in and our Salesforce Account Engagement (formerly Pardot) guide is ready to take your email marketing strategy to the next level. 📧 This 35+ page guide is full of: ✅ Statistics and real examples ✅ 40+ key definitions ✅ Pardot Quick clips with 30+ videos ✅ Email Automation examples ✅ Email template best practices to boost deliverability ✅ Tips to avoid the spam filter Plus, with our pre-launch checklist, your team will have the confidence to develop more successful email campaigns with ease. Get our free guide: https://lnkd.in/gnTFEdV8 #SalesForce #EmailMarketing #GrowWithIMG

4

OH NO!!! Your Salesforce admin pings you on IM and asks... "Why did {Marketo, Hubspot, Pardot} update this field?" You go into (let's say Marketo, because it has very robust integration data) and find out that Salesforce updated the record. However, your Salesforce admin shows you the record update history, and it is showing that Marketo is the culprit. What is happening? What should you do? This blog explains the workflow between the MAP, Salesforce, and the mystery "why is a non-affiliated record getting updated?" We hope it helps you as an admin and enables you to have better conversations with your Salesforce team. https://lnkd.in/gKMQRzeC

2

2 Comments

💰 Tackling the Salesforce Challenge: Price & Licenses Negotiating #Salesforce pricing offers companies the flexibility to tailor licensing structures, maximizing budget efficiency. Here's how: 1️⃣ Assess Current Usage 2️⃣ Plan for Future Needs 3️⃣ Develop a Licensing Strategy Dive into our article on our site for expert tips: https://buff.ly/45rJVK1 #SalesforceChallenge #CRM #MekanysForce #MekanysHub #BuildingSuccessTogether

8

Struggling to troubleshoot user access rights issues in Salesforce? Check out Jimmy's video of the Record Access tab function in our Security + Access Manager app, which can be found on the AppExchange: https://bit.ly/3nGkYc8 #awesomeadmin #trailblazercommunity #salesforceadmin #applicationperfection

3

Think your Salesforce instance is secure? Think again. Customization can be your biggest security risk if not done right. Find out how to avoid costly mistakes in the LCSA whitepaper, "Securing Salesforce: Hard Truths About Shared Responsibility." https://bit.ly/3MHJItr

11

In the #Salesforce ecosystem, choosing between developing a custom app and selecting a solution from the #AppExchange is a critical decision that organizations face. Here’s a comprehensive guide to help you navigate this pivotal choice. https://buff.ly/3q05E9b

4

Ever wish you could get a clearer picture of your profiles and permission sets all in on place? Check out our Security + Access Manager app on the AppExchange: https://bit.ly/3nGkYc8 #awesomeadmin #trailblazercommunity #salesforceadmin #applicationperfection

6

- Tackling Salesforce-Adobe Marketo Sync Issues! Robyn Hatfield shares insights on the often-tricky custom objects syncing between Salesforce & Marketo. "Salesforce is great... but custom object syncing with other platforms can be horrifying", Robyn explains. - We have also gathered insights from 29 more industry Adobe Marketo experts. For free access to the ultimate report, check the link in below comment! #Salesforce #Marketo #MarketingAutomation #mOPs #customobject #integration #marketingchallenges #seriesA #mopza24

14

1 Comment

What is AI not good at? Keeping consistent, complete, appropriately toned, and correctly formatted responses. And that's why you need to do content grounding with your Salesforce + AI. Here are 9 content grounding rules for AI in Salesforce. Did we miss anything? Let us know! #salesforce #gptfy #ai #contentgrounding #grounding

3

What is AI not good at? Keeping consistent, complete, appropriately toned, and correctly formatted responses. And that's why you need to do content grounding with your Salesforce + AI. Here are 9 content grounding rules for AI in Salesforce. Did we miss anything? Let us know! #salesforce #gptfy #ai #contentgrounding #grounding

2

#Salesforce Nonprofit Cloud or the Nonprofit Success Pack—what is the most cost-effective and extensive option for your organization? In our article, we will detangle Salesforce's offering for nonprofits and clarify the most common questions: 1️⃣ What is Salesforce Nonprofit Cloud, and what is new about it? 2️⃣ What is the Salesforce Nonprofit Success Pack? 3️⃣ Salesforce Nonprofit Cloud vs. Nonprofit Success Pack functionality 4️⃣ Which solution should you choose? Discover how to make an informed decision that will help your nonprofit thrive: https://lnkd.in/dj4HXBXh #SalesforceforNonprofits #NPSP #NonprofitCloud

8

Pardot (Marketing Cloud Account Engagement) Pro Tip: In Pardot (MCAE), you can either sync ALL prospects to Salesforce via the connector or a single prospect on their respective record. But what if you need to 'batch sync' a specific group of people because of a field update? You could export them from Pardot and re-import but that takes too long. Here's what you can do! A. Create a custom field called 'Batch Sync Date' on the Prospect level in Pardot (MCAE) and on the Lead and/or Contact object in Salesforce. Sync the fields & set the sync if values differ to be 'Use Account Engagement's value'. B. Each time you need to 'batch sync' a group of prospects, simply create a basic automation rule that has the respective audience defined and then, for the action, set the custom field 'Batch Sync Date' to be the respective date of the stamping. After a few minutes (2 to 4 minutes), the change in the custom field 'Batch Sync Date' will be recognized & force the sync between the two systems! P.S. You now have a field to determine when the last time each prospect was 'batch synced' #pardot #marketingcloudaccountengagement #salesforce #sfdc #crm #marketingautomation #martech #mops #marketingops #marketingoperations #crmmanagement #databasemanagement #listmanagement #integrations #datamanagement

1

🔥Do you work in Marketing?  🔥Are you looking to increase your digital marketing skills & knowledge? 🔥Have you thought about adding #Salesforce Marketing Cloud to your resume? We're holding a #MarketingCloudDiscovery session on Tuesday 7th May and it's your chance to find out more about trends, training & career options using the most in-demand martech skill of 2024. Save your place - https://lnkd.in/efUxYQiE #MarketingManger #MarketingJobs #CIM #AMA #MomentMarketer #MarketingBootcamp

2

🐧📈 - Unlocking Salesforce's Potential through User Adoption Is poor user adoption holding back your Salesforce org's full potential? In this post we explore strategies to help ROI by boosting user adoption! Check out the link in the post below for more info! 👇 #Salesforce #CRM #UserAdoption

4

1 Comment

Many of your #Salesforce product subscriptions are likely tied to individual user volumes, but beware of certain products that are not so straightforward. Check out our latest blog to learn more about products with unique #SFDC licensing structures & some common pitfalls to avoid if you're considering adopting these products >> https://hubs.ly/Q02HDtms0

10

Do you have #Salesforce Shield Event Monitoring or are you considering purchasing it? Learn about the 🚀 fastest way implement and maximize value from Event Monitoring by joining our upcoming 🎬 webinar. We’ll explain how small and mid-market businesses effectively leverage this powerful tool without over-complicating their operations. https://lnkd.in/greF3Uye

30

1 Comment

Be honest. When's the last time you documented #Salesforce? 😬 If that question stressed you out, Sweep has just what you need: AI-powered documentation. Check out Aviv Bergman's latest blog post to learn more: https://lnkd.in/gC24P379

9

The struggle is real. #RIPproductivity Check out the Cloud Compliance Privacy Center for Automating Data Anonymization in Salesforce: https://loom.ly/dN4-gpo. #salesforce #manualwork #dataanonymization #datasecurity

6