Learning – Cypress Learning Solutions, Inc – Business Consulting Services

🧠 From Data Cloud to Agentforce: How to Use Enterprise Data in AI Workflows

by brandonAdvanced, Agentforce, Education, Hubspot, Learning, Management, Pardot, Uncategorized September 7, 2025September 8, 2025Comments are Disabled

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 …

🚀 Step-by-Step Guide: Connecting SharePoint to Agentforce with the Data Cloud SharePoint Connector

by brandonAdvanced, Agentforce, Education, Learning, Salescloud, Salesforce Course Work September 6, 2025September 7, 2025Comments are Disabled

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

by brandonAdvanced, Agentforce, Learning, Salescloud September 6, 2025September 6, 2025Comments are Disabled

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.

Working with Custom Objects in Hubspot Sales Hub (CRM)

by brandonEducation, Hubspot, Learning, Management July 24, 2025August 19, 2025Comments are Disabled

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 …

Agentforce Use-Cases: Using AI to create a SOW from Opportunity & Quote Data in Salesforce

by brandonAdvanced, Agentforce, Customer Stories, Education, Learning, Management, Salesforce Admin Certification July 16, 2025July 17, 2025Comments are Disabled

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

by brandonAdvanced, Course Work, Customer Stories, Learning July 4, 2025July 16, 2025Comments are Disabled

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 …

Celebrating Excellence: Brandon Walton Receives the Golden Hoodie at Salesforce Connections 2025

by Ken StoufferAgentforce, Customer Stories, Education, Learning, Management June 24, 2025August 20, 2025Comments are Disabled

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 …

Pardot vs. HubSpot: Which Marketing Automation Platform Is Right for You?

by brandonCustomer Stories, Education, Learning, Management, Pardot January 15, 2025July 15, 2025Comments are Disabled

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: …

What is a UTM Parameter?

by Brandon WaltonEducation, Learning, Pardot November 2, 2022March 27, 2025Comments are Disabled

UTM (Urchin Tracking Module) Parameters are typically included as part of a query string in a URL. They consist of 5 URL parameter keys used in marketing to track the effectiveness of online marketing campaigns across different traffic sources and media. The name Urchin is from Urchin Software Corporation. UTM Parameters being part of a …

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UTM Parameters & Gravity Forms

by educationEducation, Learning, Pardot July 28, 2022Comments are Disabled

UTM Parameters & Gravity Forms As Digital Marketers, we often use query strings for our attribution. This gives us insights on where our traffic is coming from and which channels perform the best. An example of a query string is as follows: For example, my website url is: https://cypresslearning.comMarketers looking for better attribution can append …