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Category: Management

NEWS: Pardot Classic App in Salesforce Feature Retirement

Pardot Classic App in Salesforce Feature Retirement Changes are coming to Salesforce/Pardot. Salesforce has announced that they have begun the process of retiring the Pardot Classic App in Salesforce. The retirement of the Pardot Classic App is not to be confused with pi.pardot.com, which will remain intact and will use the same classic user interface

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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

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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!

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

Need help understanding how Pardot works with WordPress?

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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.

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Sales Prospecting & Data Hygiene Best Practices using Cognism Data Enrichment

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

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Salesforce Training: What is Data Hygiene?

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

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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!

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Salesforce Lightning Admin Help! How to Customize Salesforce Activity Panel

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

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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

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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

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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.

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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.

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Pardot Quickstart by Cypress

Is your team getting started with Pardot? Cypress is here to help with getting your team up and running!

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Proofpoint Spamhaus Blocklist Monitoring

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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Salesforce Admin Tips: Setting up Salesforce Sales Paths

In This video, Brandon Walton provides a demonstration of Salesforce Paths, a feature of Salesforce Lightning. Want to learn more?

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Pardot for Sales: Finding Hot Leads with Pardot Last Activity

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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Salesforce Help: How to Import Data into Salesforce

In this Video, Cedric Ray Jr. Covers how to import data into Salesforce using the Salesforce Data Import Wizard.

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Pardot “What you need to know about 2021” December 16, 2020 Webinar

This is the recording from our Webinar on December 16, 2020. We review key things Pardot Admins need to know about using Pardot in 2021.

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