Pardot Terms Defined 

By: Amanda Zacharias Salesforce and Pardot share data with a fully integrated sync…yet the terms used to talk about that data can be different across the two systems. I’ve compiled a list of terms that have some double meanings and simplified their definitions. And threw in some Pardot terms that aren't just nice to know - they’re a need to know for effective marketing automation. Need to know Pardot Campaign 1:1 relationship between Pardot...

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Standard Quotes vs. CPQ

By: Nicole Kane The deal cycle is one of the most important parts of Sales.   Sales Reps, Sales Managers, Executive Teams, etc. are always looking for ways to improve the sales process. The more efficient the deal cycle is, teams are able to close more deals sooner and begin helping customers in the way they need. Leveraging the Salesforce Platform for pricing and quotes can help teams achieve an efficient deal cycle.  However, many organizations...

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What Are Webhooks?

By: Urmila Pawar  Webhooks are special triggers that help transfer data from any system. The data can be in any form (json, xml, text, etc). Webhooks are the modern, web-oriented way for servers to receive notifications from other servers. For instance, when an event happens on a server, your own custom application can receive the event via a web request. Salesforce has a built-in way to handle events called Triggers which run on Salesforce via...

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5 Fantastic Flow Features from Salesforce Winter ’22 Release

By: Mehul Tyagi Now that the Salesforce Winter ‘22 release is available we want to share the exciting Flow features that come in this release. (Check out our previous blog for our overview of general Salesforce updates.)   This year’s Salesforce Winter release has the largest number of Flow updates since 2019 when Flow got an overhaul. Salesforce is, certainly, “GOING WITH THE FLOW” to a declarative and point-and-click automation future...

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How Slack Has Changed the Game

By: Marissa Every It’s no secret that companies have been “Slacking” for years, and no I don’t mean slacking in their work efforts, I mean utilizing Slack, a communication and collaboration tool.  Slack was designed as a messaging app for businesses to connect people to the information they need. The app has since transformed the way organizations communicate both internally and externally.  As if Slack wasn’t already powerful enough,...

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Using Sharing Settings in Salesforce

By: Ashwini Yadao Salesforce Administrators must set permissions in Salesforce to control which users can see what records. This is based on object permissions, profile settings, role hierarchy, and shared settings. Salesforce sharing settings can be accessed by going to > Setup > Administration Setup > Sharing Settings. Salesforce provides Organization level sharing settings to set the baseline access for the records. This allows you to...

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How to Increase Your Audience Engagement Through Successful Email Structure

By: Nikki DeScenza As a Salesforce implementation partner, we use Pardot as our email marketing platform to engage with our customers, clients, and prospects. Pardot has allowed for easier customization in order to optimize each unique email sent. In order to optimize engagement with your audience through emails, it is important to understand the best practices of email structure. I'm going to share a few tips that can help increase your audience...

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Understanding and Using Apex Test Class

By: Urmila Pawar Test Class Basics Writing Unit Tests is an important part of the Salesforce Development Life Cycle. Before deploying the code developed into the production environment, Salesforce requires at least 75% of the code to be covered by our test classes. Salesforce has done this to make sure the code does not break in any Production situation. So it is our responsibility to verify every possible scenario using test methods. Test Class...

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How to Avoid getting ‘Scope-Creeped’ as a Project Manager

By: Sounderya Raghav Let’s address the biggest elephant in any project manager’s room. Yes, you probably have your mind running in the same direction as mine: Scope-Creep. As a project manager, you probably worry about Scope-Creep and its derailing effect on your project. Have a look here on what Scope-creep sounds like. Can we just add a new feature really quick before we go-live?!!!  We are already building so much; another new thing won’t...

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7 Key Tips Every Organization Should Know Before Implementing Salesforce

By: Cesar Duarte Not long ago, CIO Magazine reported a high failure rate for CRM projects, ranging from 18% to 69%. Those numbers may alarm you, but, no worries, Appluent has you covered! Once companies implement Salesforce as their trusted CRM platform, they quickly learn how to avoid mistakes, and in turn produce more successful projects.    Before starting a Salesforce implementation, take note of these key pieces of information: CRM platforms...

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