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)
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 …
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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 …
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Celebrating Excellence: Brandon Walton Receives the Golden Hoodie at Salesforce Connections 2025
We are thrilled to announce that Brandon Walton, founder of Cypress Learning Solutions, has been honored with the Salesforce Golden Hoodie at Connections 2025 in Chicago—one of the most prestigious recognitions in the global Salesforce community. What is the Golden Hoodie? The Golden Hoodie is more than a symbolic garment—it represents innovation, community leadership, and …
Customer Success Story: Empowering HR with Experience Cloud for a Leading Healthcare Provider
A Custom Lightning Experience Streamlining Self-Service and HR Case Resolution At Cypress Learning, we thrive on building scalable, secure Salesforce solutions that solve real-world business challenges. One of our recent engagements involved a large private healthcare organization looking to modernize how their employees interacted with HR—while maintaining strict privacy standards for sensitive PII data. Their …
6 Figure Savings & Time Efficiency with MCAE & Data Cloud | Streamlining Segmentation with Data Cloud and Pardot (MCAE – Marketing Cloud Account Engagement)
Unlocking Precision Marketing with Data Cloud and Pardot: A Financial Services Success Story: How Cypress Learning empowered an investment banking firm to segment smarter and market more effectively with Salesforce Introduction In the high-stakes world of investment banking, precision isn’t optional—it’s essential. For our recent client, a leading financial services firm, the need to deliver …
📈 From Chaos to Clarity: How a Mid-Market SMB Streamlined Sales with HubSpot Sales Hub
Solution Highlight: Custom Objects to manage property portfolios linked to deals and companies 🔍 The Business Challenge Imagine trying to manage over 1,000 commercial properties—each with its own leasing terms, ownership structure, renovation history, and market data—using spreadsheets and basic CRM records. That was the reality for our client, a growing real estate advisory firm …
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Pardot vs. HubSpot: Which Marketing Automation Platform Is Right for You?
Choosing between Salesforce Pardot (Marketing Cloud Account Engagement) and HubSpot isn’t just a decision about marketing tools—it’s a decision about how your business wants to grow. Both platforms offer powerful capabilities, but they cater to different needs, budgets, and teams. At Cypress Learning, we work with clients on both platforms and often get the question: …
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Campaign Management Optimization by Vertical
A Smarter Way to Track ROI, Engage Buyers, and Align Sales with Marketing When you’re running multi-channel campaigns across diverse industries, keeping track of what’s working and where can quickly become messy. One-size-fits-all campaign reporting often falls short when stakeholders want answers like: At Cypress Learning, we help clients solve this by implementing marketing attribution …
Personalizing Partner Journeys with Pardot & Salesforce Flow
Personalizing Partner Journeys with Pardot & Salesforce Flow: A Strategic Engagement Win | How Cypress Learning created a scalable partner communication and campaign engagement solution using MCAE, APEX, and Campaign Architecture Introduction In fast-moving B2B environments, partner onboarding isn’t just a process—it’s a relationship opportunity. For our client, a rapidly growing enterprise managing strategic supply …
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