By: Cypress Learning Ken Stouffer
What are Compact Layouts in Salesforce? Christian Vincent explains what Compact Layouts are and how they can be customized in this quick Salesforce Admin Helper Video.
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By: Cypress Learning Brandon Walton
In this video, Salesforce Certified Consultant, Brandon Walton, will show you how our Salesforce Quickstart can get you comfortable on the platform and crushing your quotas.
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By: Cypress Learning Brandon Walton
Is your team getting started with Pardot? Cypress is here to help with getting your team up and running!
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By: Cypress Learning Brandon Walton
Are your Pardot emails getting blocklisted? In this video, Brandon Walton reviews how to check whether or not your emails are being blocklisted by Proof Point or Spamhaus.
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By: Cypress Learning Brandon Walton
In This video, Brandon Walton provides a demonstration of Salesforce Paths, a feature of Salesforce Lightning. Want to learn more?
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By: Cypress Learning Ken Stouffer
ADMINISTRATION – Describe the capabilities of and use cases for the Pardot overview tab: It displays the email usage as well as the email sending domains.Email Usage: The email usage section is especially helpful when you get an automated notice that you have exceeded your subscription allowance. It shows data for email types such as
By: Cypress Learning Ken Stouffer
SECURITY AND ACCESS Identify how to provide Pardot access:Who can grant access: Pardot administrators → any user with a role with admin: grant_access in Custom User Roles.Via Email (steps:)From the request email, click the Grant Access link.The Grant Access link will take you to a page with a list of Pardot groups.Locate the appropriate user
By: Cypress Learning Ken Stouffer
LIST MANAGEMENT – Distinguish the capabilities of, use cases for, and how to create different types of lists: List Creation / Updates:StaticDynamicSegmentation RuleAutomation RuleCompletion ActionForm Field Option Actions – add only, will not remove prospects from the list. To add users to the test list, they must be converted to prospects.Static List: fixed list of
By: Cypress Learning Ken Stouffer
PROSPECTS – Identify the ways to create prospects in Pardot: o Manually adding them in your system: you collect information on prospects from outside sources (Trade Shows, offline sources, etc) collect information and can create prospects within Pardot by creating them yourself.o Forms that collect their information: will create a prospect record or update an
By: Cypress Learning Ken Stouffer
VISITORS – Describe how Pardot tracks visitor and prospect data: CookiesVisitor Cookie: includes the name “visitor_id” plus the unique identifier for your account, which is derived from the tracking code placed on your site. The value stored is the unique ID for the visitor.Opt-in Cookie: the persistent cookie named “pi_opt_in” is what we use to
By: Cypress Learning Ken Stouffer
Form Terms Total Views: The total number of times your form has been viewed (including if a page has been viewed more than once by the same individual). Total Submissions: The total number of times the form has been successfully filled out Submission Rate: The ratio of the number of submissions to the overall number
By: Cypress Learning Ken Stouffer
Email Terms Mailable Prospect: A mailable prospect is a prospect that can receive emails through Pardot. Mailable prospects haven’t unsubscribed, had a hard bounce or five soft bounces, or manually opted out. Unmailable Prospect: An unmailable prospect has either opted out of emails, was opted out on import, marked as Do Not Mail, or had
By: Cypress Learning Ken Stouffer
List Terms Segmentation: Segmentation is creating target lists of prospects for marketing needs. For example, you can create lists for newsletters, drip programs, and so on. Dynamic List: A dynamic list is rule-based. It automatically adds prospects when they match the criteria and removes them when they don’t. Segmentation Rules: Use a segmentation rule to
By: Cypress Learning Ken Stouffer
This is part 2 of 5 in the Pardot Glossary.
By: Cypress Learning Ken Stouffer
This is Part 1 of 5 in the Pardot Glossary Category
By: Cypress Learning Brandon Walton
In this video, Brandon Walton covers modifying Lead list views in Salesforce. For Sales Teams using Pardot, who have access to the ‘Pardot Last Activity Field’
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By: Cypress Learning Ken Stouffer
This Pardot Specialist practice Exam features questions similar to those you’ll see when taking the Pardot Admin or Pardot Specialist Certification Exams. Work through each of the questions to gauge your current Pardot knowledge. Treat this like you would the real exam – don’t use notes or study materials – you can always re-take if
By: Cypress Learning Ken Stouffer
In this series, we’re going to talk about Salesforce Objects. Lecture: What is an ObjectStandard ObjectsCustom ObjectsCustom TabsHands-On: Create Custom Objects and TabsObject RelationshipsCreating Object Relationships and Tabs
By: Cypress Learning Ken Stouffer
Module 1 – Understanding Salesforce Standard and Custom Objects
By: Cypress Learning Ken Stouffer
In this module we will be discussing different types of Object Relationships.
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