Want to know how to easily navigate to a link from a dashboard component? This guide provides step-by-step instructions to help you do just that. A sales overview dashboard is a great way for teams to collaborate on opportunities because it provides a complete picture of your pipeline. Dashboard components already link to source reports, so you can get more details, but what if you’re ready to take action?
You can do this by providing one-click access to Salesforce records or websites.
Dashboard builders give you the ability to link dashboard components to Salesforce records or other websites. Visit a link to start taking action on dashboard insights!
Open a dashboard.
Expand a component. Hover over a component and click . A larger version of the dashboard component overlays the dashboard.
Visit the link. From the expanded component, click .
The linked component’s destination opens.
Steps to add Custom Link to dashboard component
Add a new dashboard component by clicking + Component, or edit an existing one by clicking the pencil icon () on the component.
From the Add Component or Edit Component menu, in Custom Link, enter a link destination.
Example: Link Somewhere Inside Salesforce To link to the Opportunities tab, enter /lightning/o/Opportunity/list. Example: Link to Another Website To link to Heroku dot com, as described in the prior note, enter https://www.heroku.com/.
If adding a new component, click Add. Or, if editing an existing component, click Update.
Social media can be overwhelming, but with Pardot, it doesn’t have to be. Learn how to optimize your social posting with this ultimate guide. Nowadays, Social media has become an important channel for B2B marketers, and posts with images and content will help you to drive the most engagement.
With Pardot, You can post to Facebook, LinkedIn, and Twitter. Also Pardot has the ability to include images on these posts.
Easy to use:
With these features, adding images to social posts from Pardot is very simple. It’s no longer necessary to have an image uploaded to Pardot before starting a social post — now you can upload it in-line while you’re creating the post. You can also simplify the interface for adding links, forms, files, and landing pages from Pardot and for adding campaigns and tags to a social post. And you can choose the option for a post like, posting now and scheduling a post for a future date and time.
Here you can check the Screenshot of the Social Post
Images Render Beautifully:
You don’t need to worry about the image rendering. With Pardot Social Posting you can post images in your social post on the three top social networks for B2B marketers— natively in Twitter and Facebook and as a preview in LinkedIn — so you don’t have to worry about images looking one way inside Pardot, and another way in your live post.
Track your Success:
Pardot also allows you to track engagement with your posts. If any of your social posts fails for any reason, the reason for failure will be displayed so you can quickly address it and retry your post. Since Twitter has replaced the “Favorite,” all Twitter Likes will be reported as Likes, and Retweets will be counted, too.”
These enhancements are available immediately to all Pardot customers but only visible to Marketing and Admin roles. For customers with custom user roles, users will need the Create/Edit permission enabled for Social Posts. Customers posting to Facebook will need to re-verify their Facebook connectors to ensure images always post to the timeline rather than being collected into albums.
If you need help setting up the Pardot, you can get in touch with us here.
As known, Pardot comes with automation rules which allow you to perform certain marketing and sales actions based on criteria that you specify. Today I am going to share with you some automation scenarios which might be helpful for you to understand the power of Pardot Automation.
Scenario 1: In Pardot there are many Prospects available but you want to find those prospects which are in Salesforce too so how can you find out those prospects?
Solutions: There are 3 ways to find out those prospects. It all depends on your needs. If you want to create a one-time list then Segmentation Rule is the best option, if you want to create a list based on the add and remove concept then the Dynamic List is the best option, and the last one is Automation Rules.
If I want a one-time list so the best option is the Segmentation Rule.
What Is Segmentation Rule:
Segmentation rules are helpful when you want to create a one-time list that is based on some specific criteria. Unlike automation rules, segmentation rules do not work retroactively. Segmentation rules run once and match only the prospects that meet the rule’s criteria when the rule runs.
How to Create a Segmentation Rule in Pardot
In Pardot, Marketing | Segmentation | Rules.
Click + Add Segmentation Rule.
Name the rule.
Select a match type.
Match Any—Prospect must meet at least one rule to match.
In the Rules section, click + Add new rule.
When you’re ready to run the rule, click Run Segmentation.
Here you can check the Segmentation Rule Screenshot
Scenario 2: You want to create a one-time list based on if the prospect email status is Opted-Out or Do Not Email.
Solutions: by using the Segmentation Rule you can create a list of prospects whose email status is Do Not Email or Opted-Out.
Steps you need to follow:
In Pardot, Marketing | Segmentation | Rules.
Click + Add Segmentation Rule.
Name the rule.
Select a match type.
Match Any—Prospect must meet at least one rule to match.
In the Rules section, click + Add new rule.
When you’re ready to run the rule, click Run Segmentation.
Here you can check the Screenshot of the Segmentation Rules.
If you need help setting up the Pardot, you can get in touch with us here.
Improve your Salesforce Lightning page performance with this ultimate guide to analyzing your page speed, load times, and more. Discover ways to make your record page perform better based on analysis right inside the Lightning App Builder. Performance Analysis in App Builder evaluates the fields, instances of the Related Lists component, and metadata of a record page. With the click of a button, get the best practices and suggestions for improving page performance and the end-user experience.
To view the assessment of your page’s performance, click Analyze from the Lightning App Builder toolbar.
Note: Performance Analysis in App Builder is available for desktop record pages only.
Salesforce Kanban view for your Opportunities gives a summarized view that helps to close deals faster. Now, opportunity deal change highlights help your sales team prioritize work by showing recent changes to amounts and close dates.
For example, knowing which deals changed helps sales managers with their weekly coaching sessions. In the opportunities list view and Kanban view, text colors and arrows indicate amounts and close dates that changed during the last 7 days. And users can hover over an arrow to get details.
Changes to opportunity amounts and close dates now show motion indicators for 7 days.
Red text and arrows indicate amounts that decreased and close dates that were pushed out (1). Green text and arrows indicate amounts that increased and close dates that were pulled in (2). Hover over an arrow to see what changed, who changed it, and when (3).
Setup Steps:
Opportunity deal change highlights are turned on by default, but you can turn them off (and back on) via Opportunity Settings in Setup.
.
.
) on the component.
