Training Video
Lauren Kemp

Automatically Assign Large Deal Topic to Opportunities With Salesforce Flow

Automatically Assign Topics to Records Using Salesforce Flow This video explains how to use topics within Salesforce and how to assign topics automatically to records

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March 8, 2023 No Comments

How to Install an AppExchange Package to Your Salesforce Org

This video shows you how to install an AppExchange package to your Salesforce org.

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August 10, 2021 No Comments
How to Think About Reporting in Pardot
YouTube Video
Lauren Kemp

How to Think About Reporting in Pardot

Now that you’re set up and ready to go, make sure you familiarize yourself with Pardot’s reports and determine how you’ll present the most important,

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April 22, 2020 No Comments
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