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Automation

Tag Archives | Automation

Pardot Dynamic Lists vs. Automation Rules

Pardot B2B Marketing for Salesforce is an extremely powerful tool. You can link thousands of prospects and leads to your CRM and engage with them in all sorts of ways. However, with great power comes great… confusion? Specifically, how do you know which automation tool to use for each situation? Pardot features a couple of […]

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App of the Week – Jitterbit Data Loader for Salesforce

Feeling bogged down moving files and data between systems? Is setting up the file transfers complicated, and error-prone? With Jitterbit Data Loader for Salesforce, you can dramatically reduce the time and effort required to automate the import and export of critical business data from Salesforce CRM, force.com and all business-critical databases and files – whether […]

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Using the New Salesforce Flow Builder

Quality workflows are one of the things that makes Salesforce so useful. A good admin should be able to take just about any routine process and streamline it via a workflow. As we reviewed in this previous post, the flow builder is an intuitive and visual way of automating processes, saving time and money, all […]

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Salesforce Pardot vs. Marketing Cloud: Which Should You Choose?

When looking at marketing software for businesses, Pardot and Salesforce Marketing Cloud are two big names that regularly come up. Especially if you already use Salesforce, these two are probably your two best options for utilizing a powerful and fully integrated marketing platform with your CRM. While both solutions are directly connected to Salesforce CRM, […]

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App of the Week – Email-to-anything: Lead/Custom Case Automation

Email integration with any Salesforce object? Including custom objects? It might sound too good to be true, but this app is 100% real.  With this handy app you can setup sales automation (Email to Lead or Opportunity); support automation (Email to Custom Case; Create IT Support Requests Automatically; Raise trouble tickets for a Salesforce Helpdesk) […]

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