Automation Champion

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  • Tag: FormAssembly

    • Streamline Data Collection with Salesforce-Connected Forms

      Posted at 6:18 PM by Rakesh Gupta, on February 8, 2021

      Looking to be more productive in 2021? Entering data into Salesforce manually can be time-consuming, but an online form builder with a powerful Salesforce integration can be extremely helpful in improving your organization’s overall efficiency. 

      With a Salesforce-connected online form builder and data collection platform like FormAssembly, organizations in all industries can avoid time-consuming Salesforce processes. With FormAssembly’s Salesforce connector, users can:

      • Prefill forms with data from Salesforce for a streamlined user experience
      • Create, update, or lookup standard and custom objects
      • Create Chatter posts
      • Use multiple choice questions that load options from Salesforce
      • And more!

      The best part of FormAssembly is that it’s easy to use and customize your online forms according to your needs. Premade form templates and a drag-and-drop interface make it easy to get started, even without the help of IT. 

      Ready to streamline Salesforce data collection at your organization? Check out some of FormAssembly’s helpful resources and upcoming webinars listed below!

      Resources for better data collection

      FormAssembly’s extensive resource library, webinars, and classes are great ways to expand your data collection knowledge and get more out of Salesforce. Here are some of FormAssembly’s upcoming webinars in February 2021:

      How to Be a Successful IT Leader in 2021

      February 19, 2021, 12 p.m. EST

      The rules for IT are changing, and being an IT leader in 2021 comes with new threats and requires a new set of skills. Join leaders on FormAssembly’s IT team as Read the rest of this entry!

      Posted in Guest Blog | 0 Comments | Tagged Custom Web-to-lead, FormAsse, FormAssembly, FormAssembly Webinar, FormTitan, integrate FormAsembly with Salesforce, Integrate Web-to-lead with Salesforce
    • Getting Started with Pardot – Part 3 (Association of a visitor cookie to a prospect record)

      Posted at 10:30 AM by Rakesh Gupta, on February 8, 2017

      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 are visitors who have identified themselves, for example, by filling out a form. Once visitors are converted into prospects, marketers can gain an immense amount of insight into prospects’ level of interest in a product or service and collect qualifying information.

      Visitor cookie for unidentified individual

      As soon as someone starts browsing your website, a visitor cookie gets created in their browser by the Pardot tracking code installed on your site. The site uses cookies to recognize visitors and record their behavior in the Pardot database. If someone is using multiple browsers to visit your site, in such cases he will have unique visitor cookie for each browser.

      Visitor Cookie

      Visitor Cookie

      Visitor Id is nothing but the visitor’s record unique identifier in Pardot, as shown in the following screenshot 

      Visitor's ID

      Visitor’s ID

      Visitor object stores the basic information about a visitor, for example, Number of page views by the visitor, Source, Visitor’s IP address, Visitor’s Hostname, First Page View and Last Page View, etc. Whereas Visits object stores the basic information about visitor’s or prospect individual visit (only page visit), for example,  Number of page views by the visitor, Length of each visit, Time of first page view for each visit and Time of last page view for each visit, etc.

      Visits point to unique Visitor

      Visits point to unique Visitor

      You may see the multiple lines into the visits table, depend on visitor’s page view activity. It means one visitor can do multiple visits to your site. All this information is tracked by Visitor Cookie. A visit record can also associate with a prospect record. 

      Association of a visitor cookie to a prospect record

      Pardot offers different ways, for example, Form, Form Handlers or Landing Pages, etc. to convert anonymous visitors to prospects. A prospect is a known person who has provided their email address by submitting one of the Forms or Landing Pages on your website. The prospect’s email address is a unique identifier (if Allowing Multiple Prospects with the Same Email Address is not enabled), which allows Pardot to track prospect’s activity moving forward. 

      Read the rest of this entry!

      Posted in Pardot | 2 Comments | Tagged Allowing Multiple Prospects with the Same Email Address, Form, Form Handlers, FormAssembly, Formstack, Fromdesk, GravityForms, gurukuloncloud.com, Hostname Pardot, JotForm, Landing Pages, Pardot, Pardot B2B marketing, Pardot consultant Certification, Pardot Specialist Certification, Pardot Training, Prospect Audit, Prospect List, prospects, Salesforce Certified Pardot Specialist Certification, Salesforce Pardot, Visit object Pardot, Visitor Association change, Visitor Association Changed, Visitor Association Removed, Visitor Cookie, Visitor object pardot, Visitor page Pardot, visitorId, Visitors, visitor_id, Wufoo
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    • Recent Posts

      • Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)
      • Streamline Data Collection with Salesforce-Connected Forms
      • Getting Started with Salesforce Flow – Part 56 (Merge Chatter Topics with the Help of Salesforce Flow)
      • Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
      • Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
    • Salesforce ID Converter Build on Lightning Flow

      Converting 15 digit ID to 18 digit Salesforce ID
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    • Getting Started with Salesforce Flow – Part 27 (Want to Send an HTML Email from Salesforce Flow? Oh, yes! It can be done!)
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