Salesforce

Influencer and Accelerant Field Guidance in Salesforce
As part of fully implementing and executing on the Influencer & Accelerant strategy, aligned our Salesforce fields and data. The big picture is that we ...
Tue, 26 Mar, 2019 at 5:27 PM
Certification Opportunity Creation Logic
A Certification Opportunity is automatically created when a company Submits their Assessment and the following criteria are ALL true: 1) Score is over 65...
Wed, 27 Mar, 2019 at 3:31 PM
Pardot History
We have added Pardot History to the Contact Object! It’s in the right panel of the lighting `Contact` layout. It’s a pardot tool that tells you how that con...
Wed, 15 Apr, 2020 at 6:47 PM
Zoom Webinar to Salesforces
Here is a guide about how to connect and track information about your Zoom Webinars to Salesforce Campaigns. Once you create your webinar in the Zoom applic...
Wed, 26 Aug, 2020 at 10:33 AM