How to get Salesforce Contacts into your iPhone with Lightning Sync

I have had numerous people ask me how to access their Salesforce Contacts on there iPhone. This post will show you how. If you are using a Microsoft Exchange or Office 365 for your email then it will be really easy. If you’re using Gmail, then it will take a few more steps. First you need to go to Settings –> Then Accounts and ensure you […]

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[Video Tutorial] Salesforce Summer ’17 – Lightning for Gmail & Lightning Sync for GSuite Demo

Lightning for Gmail Installation Link: https://chrome.google.com/webstore/detail/salesforce-lightning-for/jjghhkepijgakdammjldcbnjehfkfmha?hl=en-US Summer ’17 Pre-Release Org Signup: https://www.salesforce.com/form/signup/prerelease-summer-17.jsp Summer ’17 Release Notes: https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_features_google_integration.htm?edition=&impact= Lightning for Gmail Documentation: https://help.salesforce.com/articleView?id=lightning_for_gmail_setup.htm&language=en_US&type=0

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Pardot Roadmap: Becoming One with the Salesforce CRM

This morning Pardot hosted a product roadmap webinar. The overwhelming theme in this webinar was the fusion of the Pardot and Salesforce platforms. This has already been happening for some time now, and it is clear the fusion of platforms is becoming more complete. This is a forward looking post, and purchasing decisions should not be made based on the content of this post, as […]

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Pardot Improves the “Allow Multiple Prospects with the Same Email Address” Feature; Still More Room for Improvement

In a recent blog post I detailed What Pardot Got Wrong with the “Allow Multiple Prospects with the Same Email Address” feature. Thankfully, Pardot has made a change to improve the AMPSEA feature. This blog post will provide an assessment of the recent change, and highlight shortcomings that still exist after this improvement. This week Pardot restored the ‘Automatically create Prospects in Pardot if they are created […]

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What’s the Difference Between Lightning Sync and Lightning for Gmail/Outlook?

Charlie asks, Hi, is anyone able to help clarify the difference between Lighting Sync for Google (which seems to be the backend sync functionality and Lightning for Gmail (beta) which seems to be the chrome plugin? Is one a prerequisite of the other? Are they completely separate tools? Lightning Sync is not required to use the Lightning for Outlook/Gmail plugin, but they work nicely together. The Lightning […]

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Tracking Replies to Your Drip Campaign Emails in Pardot

Emily writes, I was wondering if you’ve encountered the problem of wanting to  remove prospects from a Pardot Drip Campaign or Engagement Studio Program when they reply to a Pardot email template where the sender is a Pardot User instead of a generic company email address. I’ve been trying to do more research about what others in the field have tried since my current solution […]

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What Pardot Got Wrong with the “Allow Multiple Prospects with the Same Email Address” Feature

Around November of last year Pardot implemented a feature called “Allow Multiple Prospects with the Same Email Address” (or AMPSEA for short). It’s clear that some care was taken when naming the feature, but in effect this feature allows the creation of duplicate Prospect records in Pardot. All new Pardot accounts from June 14, 2016 onward will have this feature enabled by default, and you […]

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How to Setup Salesforce Duplication Rules

Salesforce has provided the ability to prevent duplicates for almost two years now. However, many Salesforce customers are not aware of this functionality, and the setup can be a bit confusing. I recently helped my friend Jeff Lamb, Director of Sales Operations at Degreed implement Salesforce’s duplicate rules. Here’s what you need to know: Matching Rule Setup To access the duplicate prevention functionality in Salesforce […]

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Best Practices for Prospect Scoring in Pardot

It is a fine art to determine when a prospect is sales ready. If you wait too long to pass the prospect off to the sales team you will likely lose the sale. Pass the prospect too early in the process and you risk alienating the prospect and coming across as annoying. Thankfully, the Pardot marketing automation platform comes with the ability to score prospects based […]

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3 Things I Learned at the Girl Develop It Chicago Salesforce Event

This past weekend I had the opportunity to help be a teaching assistant at the Girl Develop It event at the CareerBuilder office in Chicago. This event focused on learning Salesforce! Girls Develop It is a nationwide non-profit that focusing on providing affordable programs for adult women interested in learning web and software development in a judgment-free environment. Salesforce Chicago community leader, Rebe de Le […]

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