Category Archives: Opportunities

Introduction To Salesforce Opportunity Contact Roles

Contact roles define the level of influence that a contact has within an opportunity account, case, or contract. Opportunity contact roles provide a…
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How to Effectively Add Opportunity Contact Roles (Flow)

Flows can be scary to create, but Opportunity Contact Roles are important for Pardot’s campaign influence reporting. Here are the blueprints to create…
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Pardot and What You Need To Know about Opportunities

The Austin, TX Pardot Community Group, led by Salesforce MVP Lara Black, hosted a user group meeting in August dedicated to Opportunities in…
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