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Dive into Maintask’s articles to explore Salesforce technical insights, updates, success stories, and innovative products designed to transform your business.
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Making the Most of Pardot Forms: Key Capabilities and Considerations
Pardot, also known as Marketing Cloud Account Engagement, is a powerful marketing automation and lead generation platform by Salesforce. Widely used by marketers, it helps identify potential customers and convert them into loyal clients. One of its key features is Pardot Forms, which streamline lead capture and management. However, like any tool, Pardot Forms come with their own set of strengths and weaknesses. In this article, we will explore how Pardot Forms work, their advantages and limitations, and alternative options for businesses looking to optimize their lead generation and customer engagement strategies.
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Data Security Best Practices in Salesforce
In today’s digital-first world, data is the foundation of every business. It drives decision-making, supports customer relationships, and powers growth. With so much at stake, ensuring the security of your Salesforce environment is no longer optional—it’s a necessity. Salesforce, as a platform that holds sensitive customer and business information, is a prime target for cyberattacks.
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Maintask’s Digest of Salesforce Spring 25 Release
Currently, refreshing a Salesforce dashboard updates all components at once. This can be time-consuming if you only need updated data for a single dashboard widget. With this beta feature, individual widget refreshes become possible.
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Boost Your Business With Salesforce AI Cloud
As customer expectations surge, companies need smarter ways to deliver meaningful interactions. In response, Salesforce is weaving generative AI throughout its platform. After introducing Einstein GPT—billed by Salesforce as the world’s first generative AI for CRM—in March 2023, the company unveiled Einstein Copilot and Einstein Copilot Studio at Dreamforce 2023.
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How Salesforce Clouds Can Transform Your Business
In today’s digital-first world, businesses need tools that not only streamline their operations but also enable them to connect with customers more effectively. Salesforce, a leader in cloud-based solutions, offers a suite of specialized tools designed to meet diverse business needs. These tools—collectively known as Salesforce Clouds—can revolutionize how businesses operate, engage with customers, and drive growth. In this article, we’ll explore the key Salesforce Clouds, their unique capabilities, and how they empower businesses to thrive in a competitive landscape.
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Salesforce Flow Best Practices
Good documentation helps others (and your future self) quickly grasp the flow's purpose. Flows solve real business challenges, so leaving clear notes is key for maintaining them over time.
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