• Home
  • The Cypress Learning Blog

The Cypress Learning Blog

Salesforce Tips: Ensure Your Private Data is Secure

Ensure Your Private Data is Secure Stay secure in a remote work from anywhere world. Watch this on-demand webinar to see how Salesforce can help you protect your data with best practices built right in. Get best practices for safeguarding your data in your Salesforce account with a live demo of: – Salesforce Shield– Data

Read More

Pardot Tips: How To Capture Page URL & UTM Parameters in Pardot Forms with Cross-Domain Iframe (in 4 Steps)

Pardot Tips: How To Capture Page URL & UTM Parameters in Pardot Forms with Cross-Domain Iframe (in 4 Steps)

Read More

Pardot How To: Adding Salesforce Users to Pardot

Pardot How To: Adding Salesforce Users to Pardot As of Summer 2021, User management in Pardot is a bit different. We now manage users from the ‘Pardot Account Setup’ section from the Salesforce Admin Portal. Looking to learn more about Pardot or Salesforce? Learn more from one of our upcoming events!

Read More

Pardot Best Practices: Tips for a successful Pardot Migration

Pardot Best Practices: Tips for a successful Pardot Migration Looking to Migrate Data into Pardot from Hubspot, Marketo, Active Campign or another Marketing Automation System? There are many things to consider when migrating to Ordit from another system. Here are some Best Practices for moving your Marketing Assets into Pardot from a legacy system. TAKE

Read More

Google like a Pro with these 8 Tricks

Let’s face it, the biggest “brain” we have access to is Google. It is becoming an expectation across many profesional sectors to find answers on your own, and using Google to be resourceful will go a lot further (on most teams) than asking a question that your colleagues will end up Googling anyways. Here are

Read More

Protect your Forms with a Honeypot

Protect your Salesforce Web-to-Lead Forms with a HIDDEN Honeypot Field CONGRATULATIONS! You’ve launched a form with an integration to your CRM. Whether you’re using Pardot, Salesforce, Hubspot or even just a plain HTML form you may start noticing more and more ‘fake’ leads polluting your system. Who are these people and what are these random

Read More

Salesforce Webhooks by Cypress

This package allows an HTTP POST call out from a Salesforce Flow, or Process Builder. Automate sending data from Salesforce instantly, when triggered as an action. This Package works great with tools like Pardot, Zapier, Hubspot & custom applications. Note: API Must be enabled in Salesforce. Enterprise Edition or Greater is recommended.

Read More

How to connect Ninja Forms to Pardot form handlers

How to connect Ninja Forms to Pardot form handlers By: Jermaine Brewer Let’s first talk about what Ninja forms are. Ninja Forms is a free form builder plugin for WordPress that enables you to build just about any type of form such as a simple contact form, event registrations, file uploads, payments, and many more.

Read More

Pardot Tips & Tricks: How to Setup Pardot Salesforce Selective Sync with Process Builder or Flows

Automated Selective Syncing from Salesforce to Pardot This solution will work with ALL levels of Pardot using Salesforce Enterprise Edition or greater. THE REQUEST/USER STORY: Sales & Marketing Users would like to specify which Salesforce records create a New Prospect in Pardot. Currently, the Salesforce Connector in Pardot includes the option to ‘Automatically create Prospects

Read More

Passing your Administrator Certification Maintenance (Spring ’21)

Passing the Salesforce Certified Admin Maintenance Exam Spring 21

Read More

Pardot Ask Me Anything: Setting up Pardot Tracking Code with WordPress

Need help understanding how Pardot works with WordPress?

Read More

Pardot B2BMA Analytics Troubleshooting:

Pardot B2BMA Analytics Toubleshooting: In the ‘EBS_BehaviorScore_GetContact’ node, the ‘pi__campaign__c’ field doesn’t exist, is deprecated, or isn’t accessible to the Integration User.

Read More

Sales Prospecting & Data Hygiene Best Practices using Cognism Data Enrichment

How can Data Enrichment Tools like Cognism help your Sales team Crush Quotas?

Read More

Salesforce Training: What is Data Hygiene?

Many Salesforce Users & Admins alike have asked us… what is Data Hygiene?

Read More

Salesforce Tip of the Day: Send Bulk Emails to Leads on a List (QUOTA CRUSHER)

In this video, Cypress will show you how to send Bulk Emails to your leads in Salesforce!

Read More

Salesforce Lightning Admin Help! How to Customize Salesforce Activity Panel

Are you a Salesforce Admin needing to customize your Activity Panel in Salesforce Lightning?

Read More

Pardot Lifecycle Reports

Pardot Lifecycle Reports As a marketer, your goal is to generate and nurture high-quality leads to increase revenue. Utilizing the Pardot Lifecycle Report, you are able to see where your leads are in their buying journey. This report is a great tool to help you optimize your nurture process and identify any bottlenecks to closing

Read More

Customize Your Pardot Lightning App

Customize Your Pardot Lightning App Beginning with the Spring 2020 release, Pardot added the ability to customize your tabs to give you quick access to the features you use most within Pardot. Benefits to Customizing your Pardot Lightning App: Customizing your Pardot Lightning App is like customizing your smartphone. Typically, the apps you use regularly

Read More

Salesforce Lightning Admin Help!: Compact Layouts in Salesforce Lightning

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.

Read More

Salesforce Sales Cloud Quickstart by Cypress Learning

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.

Read More