Pardot is Salesforce’s B2B Marketing Automation solution that helps marketers create meaningful connections, generate more pipeline, and empower sales to close more deals. One aspect of the solution is the ability to create forms or landing pages the main purpose of which is to help you turn anonymous visitors into identified prospects however there are many other use cases that they can useful be employed for. In this article we’ll take a look at how Pardot Forms could be used to track GDPR privacy consent.

GDPR tracking is an interesting use of Pardot forms. It allows you to not only…


Some helpful resources for customers to monitor global performance:

For monitoring digital experiences built on Salesforce (e.g. community / experience cloud)

- Provar is a Salesforce package that can be installed and used from within Salesforce.

- testim.io is a good option for building and automating UI testing

- Catchpoint can be used for testing from global locations

- Webpagetest.org is a free solution

- Dynatrace


Knowledge Articles:

The fields that display in the Community are determined by several factors:

  1. The Knowledge Object’s Page Layout. You can control everything except required fields here.
  2. Field Level Security for the Profile viewing the Knowledge Article can also lock down ability to view fields. For an unauthenticated experience you will need to make changes to the guest profile which can be configured here. When you’re testing this, you should preview it from the customer’s User (login as…), not as an admin, because the fields you’ll be able to view may be different
  3. You can use CSS to hide the…


As Salesforce becomes more embedded in organisations and we see increased cross cloud integration between Salesforce products (E.g. Commerce <-> Service, Marketing <-> Service etc) there has been increased API consumption for integration at customers. The existing API limits which have been in place for a considerable period of time were becoming a source of friction for customers and have been increased significantly in the latest Spring 20 Release.

Spring 20 Release has brought some good changes to API limits. From the release notes:

  • The default daily API request allocation has been raised from 15,000 to 100,000 (this is the…


I’ve been spending some time recently getting more familiar with Marketing Cloud, the suite of tools for marketeers from Salesforce. Suite is probably the right word to use here as when compared to other ‘clouds’ such as Sales, Service, Commerce which can be thought of (more or less) as a single product with various features and a single technology stack, marketing cloud is different. …


Featuring Quip Document Lightning Component

Quip from Salesforce (www.quip.com) is a place for teams to get work done together in a better way. Faster than an email. More powerful than a three-hour meeting.

Seriously though what’s compelling about Quip for Salesforce is that it’s now bringing together what until now where very separate worlds:

  • business process centric applications
  • data(base) centric application
  • unstructured (i.e. document / spreadsheet) productivity tools with collaboration built in

Quip’s main features are as follows

  • Collaboration — allow teams to simultaneously edit documents together
  • Communication — facilitate chat and comment threads around the content being created
  • Connectedness — Access anywhere: mobile, desktop…

I came across this nugget with looking at the release notes for the upcoming Spring 19 release from Salesforce. The starting point for data storage in most Salesforce orgs is shifting from 1GB to 10GB. This is a big change and is especially good for smaller customers (initial allocated storage works off of the number of users).

The approximate rule of thumb is that a single record (e.g. an account, opportunity, case etc) will take up 2KB of data storage so 10Gb will mean starting point storage for approximately five million records. Thats a lot of records!

Enjoy Increased Data Storage

Data storage for…


Amazon recent held their re:Invent conference and in addition to announcements of new AWS services and features there was also a lot of good content on general industry trends in and around the public cloud that could be worth checking out. Here are some the sessions I think are worth a watch:

Architecture

Security


1) Responsive Web App — Our Lightning community is designed to be mobile responsive and will render well on any device form factor like mobile, tablet etc.

This path is the least work since all our standard components behave like this out of the box.

2) Native App — At the other end of the spectrum you can build a fully branded native application on iOS or android, use our mobile SDK to provide auth, offline and access to full Salesforce back end as needed.

Footnote — some Salesforce partners and SIs have templated apps / accelerators in this areas…


Deep Dive Technical Sessions at Dreamforce 2018

There’s so much great content that comes from Dreamforce each year but some of my favourite content are the sessions that really dive into the technical details of how customers built world class highly available, scalable solutions on the Salesforce platform. It’s often valuable to learn from the journeys they’ve been on as you build your own applications on the Salesforce Platform

Here are the slides and the recordings — let me know your favourite in the comments below.

[Update: Below there is also a listing of Self Service / Portal / Community…

nialljpmurphy

Solution Engineering Leader. Building teams and products that help organisations connect with each other and their customers. CRM, Commerce, Portals etc.

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