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)
Salesforce Platform Administrator Practice Exam Questions and Answers
Loading practice exam… This exam requires JavaScript enabled.
Pardot form test
FORM 2
🧠 From Data Cloud to Agentforce: How to Use Enterprise Data in AI Workflows
Connecting the Dots: Empowering Teams with Data Cloud Libraries in Agentforce Once you’ve connected data sources such as SharePoint into Salesforce Data Cloud, the next step is making that information actionable inside Agentforce. This guide walks you through the process of surfacing your data in Copilot conversations, workflows, and automations. 🔹 Organize Data with Libraries …
Read more “🧠 From Data Cloud to Agentforce: How to Use Enterprise Data in AI Workflows”
🚀 Step-by-Step Guide: Connecting SharePoint to Agentforce with the Data Cloud SharePoint Connector
Connect Salesforce Data Cloud to Microsoft Sharepoint using an Azure App and Named Credential
SharePoint (Microsoft Graph) to Salesforce Data Cloud UDLO: 0-Record Ingestion Fix
Step-by-step guide to fix zero records in Salesforce Data Cloud UDLO from SharePoint—verify paths with Microsoft Graph, refresh data streams, and ingest PDFs.
The Best UTM Tracking Code for Pardot (MCAE) Forms: Auto-Populate UTM & Tracking Fields in Pardot Forms with Custom JavaScript
In this guide, we show you how to add a lightweight JavaScript snippet to your Pardot form that pre-populates fields by label (not ID), persists first- and last-touch values across sessions with cookies/localStorage, and captures page title, page URL, and referrer details.
Working with Custom Objects in Hubspot Sales Hub (CRM)
Implementing custom master-detail (Parent-child) relationships and rollup summary fields in HubSpot HubSpot’s custom objects functionality allows you to create master-detail relationships between custom objects, enabling you to build powerful data structures and generate rollup summary fields. In this example, we’ve created custom system architecture within our Sales Hub to track expenses against a Deal. Our …
Read more “Working with Custom Objects in Hubspot Sales Hub (CRM)”
Agentforce Use-Cases: Using AI to create a SOW from Opportunity & Quote Data in Salesforce
Revolutionizing Sales Efficiency with Salesforce Agentforce: Our Agentforce Agent Creates a SOW in Minutes Streamlining Sales Efficiency: How Our Agentforce Solution Generates Statements of Work in Minutes At Cypress Learning Solutions, we’re committed to harnessing the power of Salesforce to revolutionize the way sales teams operate. One of our latest solutions, the Agentforce Statement of …
Inspiring the Next Generation: Americans 4 Equality Tours Salesforce Fremont Office
At Cypress Learning Solutions, we believe exposure creates opportunity. That’s why we were proud to coordinate a recent visit to the Salesforce Fremont (Seattle) office with Americans 4 Equality—an organization dedicated to empowering historically underserved communities through access to education, opportunity, and career pathways. A Journey of Inspiration and Empowerment As part of our ongoing …
Read more “Inspiring the Next Generation: Americans 4 Equality Tours Salesforce Fremont Office”
Scaling Global Campaigns with Pardot Advanced: A Manufacturing Success Story
Introduction In global manufacturing, scale and flexibility are everything. Our recent project with a multi-national manufacturing client focused on a key marketing challenge: enabling independent regional campaigns while maintaining centralized visibility and control. Over a six-month engagement, we delivered a Salesforce and Pardot Advanced (MCAE) solution that empowered marketing teams around the world to execute …
Read more “Scaling Global Campaigns with Pardot Advanced: A Manufacturing Success Story”