Dan Umbro, Author at Dan Umbro Consultant

Custom Domain Matching for Salesforce Lead Routing to Existing Accounts: Part One

This is the first installment in a two-part post, providing a step by step guide for a custom lead routing solution using Salesforce Flow. In part one, I look at configurations on the lead object, contact object, creating an email template and email alert. In part two, I detail a comprehensive Salesforce Flow. Lead routing …

In 2021, Pardot underwent a name change to Marketing Cloud Account Engagement (MCAE), in an effort align itself more closely with Salesforce Marketing Cloud. Throughout this post I refer to Marketing Cloud Account Engagement as Pardot out of habit, but also in an effort to be more concise in my writing. It’s a phrase that …