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Speed Up Your Account Engagement (Pardot) Account | Salesforce Ben
Share this article…If you’re using Account Engagement (Pardot), you may notice that sometimes automations execute fast, while other times they take much longer. The same applies for the connector making updates in Salesforce/Account Engagement, and email sends. A question on the Trailblazer Community a few… Read More … Here are highlights from article Speed Up…
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Salesforce and HubSpot Integration: An Admin’s Guide | Salesforce Ben
Share this article…The time has come. One of the most interruptive calendar invites you can receive just popped up in your inbox. The marketing team is switching marketing automation platforms to HubSpot. And this needs to sync bidirectionally with Salesforce. In this post, I’ll give… Read More … Here are highlights from article Salesforce and…
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Agile vs. Waterfall: Which to Choose for Your Salesforce Projects | Salesforce Ben
Share this article…Choosing a project management methodology for any Salesforce implementation is a pivotal decision: Agile or Waterfall? Both methodologies have their merits, but choosing the right one can differentiate a thriving business from one that lags. However, the choice involves nuance and requires understanding… Read More … Here are highlights from article Agile vs.…
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How Could Salesforce Industry Clouds Benefit Your Organization? | Salesforce Ben
Share this article…In the current economic climate, solutions that have an accelerated time-to-value allowing customers to streamline and implement best practices faster may seem like a dream. But Salesforce Industry Clouds are exactly that. So it’s no surprise that IBM identified Salesforce Industries as a… Read More … Here are highlights from article How Could…
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8 Salesforce Permission Sets Tips | Salesforce Ben
Salesforce permission sets control access to following the principle of the least privilege. Here are some tips on how to use them … Here are highlights from article 8 Salesforce Permission Sets Tips | Salesforce Ben 1. Granular Control: Permission sets allow for granular control of access in Salesforce, extending access based on roles and…
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Salesforce Invoicing: A Beginner’s Guide | Salesforce Ben
Salesforce Invoicing is a powerful, robust billing and invoicing tool. Here’s everything you need to know … Here are highlights from article Salesforce Invoicing: A Beginner’s Guide | Salesforce Ben 1. Salesforce Invoicing is a powerful solution for streamlining the billing and invoicing process for businesses. – Enables organizations to create, send, and manage invoices…
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5 Steps to Strategize Your RevOps Process for Salesforce | Salesforce Ben
Share this article…The role of RevOps, especially in the context of maintaining and optimizing revenue processes, has been indisputably crucial over the past year (so much so, that LinkedIn listed it as the fastest-growing of all job titles in the United States for 2023). As… Read More … Here are highlights from article 5 Steps…
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Einstein Sales Emails
Image created by StableDiffusion 2.1 based on a prompt by Bob Buzzard Introduction Sales GPT went GA in July 2023, and then went through … Einstein Sales Emails Image created by StableDiffusion 2.1 based on a prompt by Bob Buzzard Introduction Sales GPT went GA in July 2023, and then went through … You can…
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Create a Custom Recipe in B2BMA with Account Engagement Campaign Influence Model
In this blog, we’ll walk you through step by step so you can build your custom recipe in B2BMA utilizing Campaign Influence and feel confident … Here are highlights from article Create a Custom Recipe in B2BMA with Account Engagement Campaign Influence Model 1. Trouble with customizing CRM Analytics and B2B Marketing Analytics (B2BMA) using…
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In Depth Salesforce CPQ Interview Questions
1.What is Salesforce CPQ? The CPQ in Salesforce CPQ is short for Configure, Price and Quote. You can use it to generate new product details, sell appropriate product combinations, decide on product … Here are highlights from article In Depth Salesforce CPQ Interview Questions 1. What is Salesforce CPQ? – Short for Configure, Price and…