Use an Inline Visualforce Page to auto launch a Flow
An inline Visualforce page allows us to embed a Visualforce page to standard page layouts. A Visualforce page would be available for embedding in the standard page layouts provided the page is using the standard controller of that particular object. You can auto-launch a flow without user interaction, using the following methods
Association of a Visitor Cookie to a Prospect Record
Visitors are unidentified individuals who visit your website through a search engine, referral or direct visit. These visitors can provide anonymous data to you, in the form of page views, time on page (duration) and other metrics; yet, these visitors are unreachable by marketing people. On the other hand, prospects
The Difference Between Visitors and Prospects in Pardot
Pardot is a marketing automation tool, owned by Salesforce.com Inc. Marketers use this tool, primarily B2B marketers, to automate the lead generation and lead nurturing processes. In this article, I am going to discuss the basic terminology of marketing automation tool i.e. visitors and prospects. Before going ahead, let us discuss the cookies. Cookies are a
Basics of Pardot and Salesforce Integration
Pardot is a marketing automation tool, owned by Salesforce.com Inc. Marketers use this tool, primarily B2B marketers, to automate the lead generation and lead nurturing process. The website monitor uses cookies to recognize visitors or prospect and record their behavior in the Pardot database. These pages consist a few lines of code
Why Salesforce Developers Need Source Control
Why every admin, developer, and architect should use source control. This is a guest post by Alex Brausewetter, founder of Blue Canvas. Blue Canvas builds tools for Salesforce developers and admins looking to implement source control and CI. Nearly all modern software development teams use version control today. Unfortunately, the
How to Pass Marketing Cloud Account Engagement Specialist Certification Exam
Last month, after a couple of delays I finally managed to appear for the Salesforce Certified Pardot Specialist and Consultant exams and managed to pass it on the first attempt. I approached studying for the exam in a very methodical way, so I thought it would be good to do
Getting Started with Process Builder – Part 49 (Running Lead Assignment Rules From Process Builder)
To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 77 (Running Lead Assignment Rules From Salesforce Flow). Big Idea or Enduring Question: How do you run the lead assignment rule from the process builder? Lead