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Category: Salescloud

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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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

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Passing your Administrator Certification Maintenance (Spring ’21)

Passing the Salesforce Certified Admin Maintenance Exam Spring 21

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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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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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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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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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Salesforce Einstein Activity Capture: Activities Dashboard

In this Video, Farukh Tareen reviews Salesforce Einstein Activity Capture benefits for Sales Managers.

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Salesforce Admin Fundamentals: Einstein Activity Capture Basics – Features & Benefits

In this video, Farukh Tareen reviews syncing activities between Gmail and Salesforce using Einstein Activity Capture.

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Setting up Salesforce Einstein Activity Capture with Jermaine Brewer

Follow Jermaine Brewer, Certified Salesforce Admin & Pardot Consultant, implementing Salesforce Einstein Activity Capture for Gmail.

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Pardot Salesforce Instruction: Connected Campaigns Engagement History Dashboard

Connected Campaigns allow Pardot and Salesforce to share campaign information better than ever before. Watch this video to learn how to setup your Pardot Campaign Engagement History Dashboard in your Salesforce Campaign Lightning Pages.

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Pardot Implementation Series: Mapping Lead fields to Contacts

In this Pardot Implementation Series by Cypress Learning Solutions, we’ll cover mapping Pardot fields from your Leads to Contacts, so that Pardot can continue tracking your prospects when they’re converted in Salesforce.

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Pardot Implementation: Adding Pardot Fields to Contact Page Layouts

In this Pardot Implementation Series by Cypress Learning Solutions, we’ll cover adding Pardot fields to your Contact Pages in Salesforce, and how they can be modified to fit your business needs.

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