Create the list and import the details of prospect that you would like to suppress. Steps to create a list : Marketing > Segmentation > lists > add list Now Import the prospects : Admin > Import > prospect Once the list has been created and the prospects are added to the list we need to create an automation rule. Steps to create automation rule : Marketing > Automaton >...
Hello All, I had a query while working on one of my project where client wanted that prospects to be created through Pardot forms should automatically be synced with a salesforce campaign in SF. Update the lead (details submitted), create a task and add the lead to a campaign. Solution : This can be achieved through Automation Rules. In Pardot, Automation Rules are repeatable, criteria based...
If we already have the html/css code we can easily create the landing page without doing much coding work. 1) We just need to create a layout template by copying the html/css code. Steps : Marketing > Landing page > Layout template > Add layout template > fill the details > paste the html/css code. Upload the css , js & image files in pardot and replace the links of these files...
Salesforce Sites or Force.com Sites lets you create web sites that run natively on Force.com. It allows external users to access and modify records from Salesforce without the need of authentication or license. But it does not allow Edit access to most of the standard objects. If there is a need to allow editing records of standard objects, one cannot directly edit them using fields directly on...
Hi All, I would like to share one of the challenges that I faced recently. My requirement was to get a value from first page to the third page in sequence. I thought of storing the value in custom setting, but there can be more than one user using the functionality at the same time. So not Done. Cookies did not work for me. I tried several other concepts and ended up using Platform Cache...
QR (short for Quick Response) code. QR code has gained popularity in consumer space in recent years as a way to encode URL of a landing page or marketing information. Unlike the basic barcode that we’re familiar with QR code contains information in both horizontal and vertical direction. Thus this contributes to its capability of storing larger amount of data in both numeric and letter form.In...