Category Archives: Salesforce Ben | The Drip

Salesforce Lead Management: 5 Ways to Optimize Your Workflow

We all know that Salesforce is a powerful Customer Relationship Management (CRM) platform that helps businesses manage their leads, contacts, and customer data.…
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What Does a Salesforce Solution Architect Do – And How Do You Become One?

Salesforce Solution Architects are responsible for designing quality, scalable, and performant solutions inside Salesforce, ensuring it all fits together into a coherent and…
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Connectors vs. Custom Integrations – What’s Right for Your Salesforce Marketing Stack?

Pardot (Account Engagement) offers connectors that integrate third-party platforms with your core marketing automation database and processes. These ‘plug in and play’ integrations…
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Salesforce Lead Object Best Practices

Posted on March 13, 2023 in Admins  Alongside Accounts, Opportunities and Contacts, Leads are one of the Standard Salesforce Objects, having their unique…
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New Salesforce Sales and Service Suites – Largest Feature Bundles Yet!

Salesforce announced their plans to offer both a Sales Suite and a Service Suite, which bundle together more features from their product suite…
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Real Time Pardot (Account Engagement) Automation Rules Retired – What’s Next?

Run automation rules in real time are scheduled for retirement in all Pardot (Account Engagement) editions in June 2023. This was announced as…
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Salesforce Marketing Ops Influencer Tips for 2023

Marketing ops is finally seen as a viable career path, and there are many ways that you can level up in this role.…
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How to Generate Dynamic List Snapshots in Account Engagement (Pardot)

Dynamic lists are a popular Account Engagement (Pardot) feature that add/remove prospects automatically whenever they match/unmatch the criteria you define on the list’s…
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Domain Health Check for Pardot (Account Engagement) Email Deliverability

The health of your email sending domain is something you should keep an eye on – it’s essential for Pardot email deliverability. Your…
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15 Salesforce Facts You Never Knew

The world of Salesforce is certainly vast, with new updates and enhancements happening all the time. The chances are that you can learn…
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