Category Archives: Leads

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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Only Create Salesforce Leads From Pardot (Existing Customers as New Leads)

We’ve been thinking about how some organizations don’t fit the mold that’s typical for Pardot (Account Engagement) customers. How you handle existing Contacts…
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How to Setup Lead to Account Matching in Salesforce Using Flow

Establishing a connection between leads and accounts can give you insight into what customers are coming in as leads and tighten sales and…
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