Salesforce and Pardot Tether Tips – February Round-Up

We recently launched Tether Tips, bite-size, practical tips for Salesforce and Pardot users.

Here are the four Tether tips from February. We hope they help you!

Tether Tip #5 (Salesforce) – ‘Pin List Views in Lightening Experience’

Are you frustrated by the default ‘Recently Viewed’ list appearing for your Salesforce objects?

In its recent release, Salesforce now allows you to pin list views so you can have your favourite list view load as a default list view.

It’s very simple to do:

– To pin an unpinned list view, click its pin icon.

Now whenever you select that object, the pinned list view loads as the default list! Magic. 🙂

For more details, click here:

Tether Tip #6 (Pardot) – ‘Use Pardot forms for internal employee surveys and engagement

Most Pardot forms are customer facing conversion points, but another great use is as internal survey tools.

Create a survey with a Pardot form, and embed it in a Pardot landing page.

Not only will you gain valuable feedback, but each employee who responds will appear as a new prospect in Pardot, where you can create an employee list for future communications.

You can then schedule regular list emails, monitor engagement, and gain even more value from Pardot

Tether Tip #7 (Salesforce) – ‘Set the Detail page on record as a Default view in Lightning Experience’

Do you login to Salesforce objects and immediately click on the ‘Details’ tab?

Why not set the ‘Details’ tab as the default view! Here’s how:

1. Click on an object and open a record
2. In the top right corner click on the gear icon and choose ‘Edit Page’ in the menu
3. On left panel click on ‘Tabs’
4. See Record View in the middle of the page. Click ‘Details’.
5. On right top panel, click the ‘Default Tabs’ drop down and select ‘Details’
6. Click on ‘Save and Activate’

You will now see ‘Details’ as the default tab on this record.

You are welcome. ?

Tether Tip #8 (Pardot) – ‘Use Engagement Programs for Client Onboarding

Engagement programs are my favourite Pardot feature. Flexible and powerful, they provide the ability to engage and nurture prospects until they are sales-qualified.

However, you can also use Engagement Programs for new clients, for onboarding and continued engagement.

You could start with a welcome email, follow up with key features of your service or product, and add a survey after a month to see how happy they are (linked to a Pardot landing page of course).

If you have an FAQ page, this could be a good starting point for sourcing content for your onboarding emails.

Engagement doesn’t end once a prospect becomes a client.

Try it out today!

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