If you are a Salesforce Admin , it is always painful when you have no way of detecting your customers automatically when they are interested in another product or service and fill up a web to lead form. This works good if you have a marketing automation platform like pardot which can flag the lead or contact. But if you are using the standard web to lead form, it is always challenge to know the lead is actually your customer who was interested on your product and service?
If you are already using Salesforce and using Targetx package, this session would help you to learn best practices to migrate to HEDA, things to consider which would help you to prevent major problems. UTSA Grad school is co presenting with me on their story on how they planned their migration to HEDA from their current org, challenges they faced and how they overcame them. I can guarantee you would learn the following from this session.
If you are a marketing cloud user and planning to send international emails, this post would help you to follow best practices and save you a lot of time. Once you have decided to send international emails, before you create content for all your emails, here is the sequence of steps which you need to follow.
If you are a university using salesforce , the latest spring 17 release brings a bunch of features which would help your university a lot. Since reviewing the release notes could be overwhelming, I made it easy for you by categorizing the features into 3 categories namely time saving features, prevent problems and more capability.
If you are a salesforce admin or developer trying to enable state and country picklists for your salesforce org, one of the challenges is to identify what the impact it would have in your org, how do we go about enabling it with and what actions can i do now to prevent problems? Having done this many times, my post below would help you make the right decision and get it done quickly.
If you are a Salesforce developer or admin, there may have been a scenario where you encountered this error message: “System.LimitException: Apex heap size too large: 6005934″. We recently had a client run into this issue, and I felt it would be a great blog post.
In an ideal world, the data in your CRM platform would be 100% accurate 100% of the time. It would mean Marketing could run campaigns and ensure the intended recipient actually receives the email or direct mail. Sales would be able to call on leads and contacts without running into wrong, invalid, or old numbers. IT/Admins wouldn’t have to look into purchasing more tools to ensure their database is clean and free of duplicate leads and contacts. Reporting and forecasting would be more accurate, time would be saved, productivity increased; the list goes on!
We find a lot of Colleges and Universities that have potential to utilize the Higher Education Data Architecture (HEDA) Framework for their instance of Salesforce.com. The first question I tend to hear from our clients in the Higher Education sector seems to always be, “We already have the Non-Profit Starter Pack (NPSP) installed in our instance of Salesforce.com, could we still install HEDA?”
If you’re a university using Salesforce CRM for your enrollments and if you’re not using apps like TargetX or Enrollment RX, you might be tracking your prospective and registered students using the native Salesforce objects like contacts, accounts and leads. With my experience in implementing Salesforce for more than 25 universities, I have seen huge issues stem from this kind of customization which could impact you sooner or later.
When I was asked to set-up salesforce.com there was no “how to” book or a copy of “Salesforce.com admin for dummies”. There were forums and google and a really helpful community that surrounded the platform. But, if you were like me and you like to figure things out on your own, these add-ons and apps for Salesforce.com should be your first tools on being effective.
If you are an university, you might be using Salesforce.com and have either started to implement or are currently using Marketing Cloud. One of the challenges I hear is trying to identify where to start, what components need to be used, and how to implement the campaigns involving campus visits or high school visits. I see a many universities think that the bare minimal training for Marketing Cloud will suffice, or they just try it on their own “out of the box.” Unfortunately, this leads to wasted time trying to figure out how to get started and things get frustrating quickly. Here are a few tips to help you get started quickly.
If you currently work in the marketing, enrollments or registration departments of a University and have just began using Salesforce, one of the challenges you may face is deciding the best way to store student information and track prospective and registered students. Here are some options to help you decide the best approach.