🚀 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.
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 …
Read more “NEWS: Pardot Classic App in Salesforce Feature Retirement”
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 …
Read more “Salesforce Tips: Ensure Your Private Data is Secure”
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!
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 …
Passing your Administrator Certification Maintenance (Spring ’21)
Passing the Salesforce Certified Admin Maintenance Exam Spring 21
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!
Salesforce Lightning Admin Help! How to Customize Salesforce Activity Panel
Are you a Salesforce Admin needing to customize your Activity Panel in Salesforce Lightning?
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.