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Thursday, November 17, 2016

How to view/edit converted lead records in Salesforce

In Salesforce, once leads are converted, you may view some details in lead reports, but all lead views and individual lead records are hidden from user view.  However, if you enable a user interface setting and create a Permission Set with two new Permissions (Spring '16 release), you can view these records and do a few more actions.

To enable the user permissions, first enable the organization preference on the User Interface page. From Setup, enter User Interface in the Quick Find box, then select User Interface under Customize. After you enable the organization preference, enable one or both of the user permissions in a permission set or profile. You can set audit fields only in API-enabled editions of Salesforce.

Please consult this Salesforce Help page for all the details.

Monday, November 14, 2016

How to get in your customers head, if you're a B2B marketer

Recently, I had the good fortune to work with the customer success team at Pardot, on behalf of a client of mine.   The team at Pardot was great, helpful and very insightful about how to operationally setup their B2B marketing automation solution.  I think it's a great solution, and if you're using Salesforce, it's a tighter technology solution than others out there.

The other recommendation they provided was to check out their Marketing Automation guru-in-residence, Mathew Sweezey @msweezey.  I did and was really impressed.  Here are two very insightful videos to help you better understand the current state of B2B marketing and what we need to do as marketers to be successful.  I highly recommend both...

slight twist on content