Salesforce and Pardot Implementation Experts
Cloud on Tap Highlights: Summer 2020 Salesforce Release Split List View What’s the change? In the past, users outside of console view would have to open the record in a new tab or do a lot of back clicking to continue accessing the list view. That is no more! Now […]
How Clean Data Connects the Entire Team At Cloud on Tap, we often refer to the crawl, walk, run approach. And within this approach, we see a lot of variation as to what it can look like. For some, it’s starting on sales cloud, growing to service cloud, and then […]
9 Reasons Why You Should Choose Cloud on Tap for your Pardot Onboarding/Support As a Pardot user, you have an array of options when it comes to your Pardot onboarding and ongoing support/content packages. There are different tiers of Pardot partnership and different offerings. So, why choose Cloud on Tap for […]
Update: “Pardot Lightning Style” is now called “New Pardot Style” As you’ve probably heard, Salesforce recently rolled out a Lightning version. This is the first major change to the User Interface (UI) in 16 years! Clicks are reduced and the overall experience is greatly improved – once you get used to […]
The last piece of this series- Scoring Rules. Admin> Automation Settings> Scoring Rules Edit Scoring Rules> Select Rule> Adjust Score> Save Changes Scoring rules are part of a much larger and very important feature- Scoring and Grading. There is a lot to be said about Scoring and Grading and much […]
Part 2/3 today- Visitor Filters! Admin> Automation Settings> Visitor Filters + Add Filter, enter Name and hostname or IP value, Create Filter There are 2 common questions we get regarding Visitor Filters: Q. How do I keep my activity from skewing the campaign reporting? A. Filter yourself out. You can […]