Best Practices & Use Cases
Salesforce Best Practices
- Salesforce: Implementing Moved Flow for Leads/Contacts
- Salesforce: How to Convert Predictive Score to A-D Segments
- Salesforce: How to Append Leadspace Data to Blank Field in Process Builder
- Salesforce: Data Activation - Parent Account Tagging Flow
- Salesforce: Lead-to-Account Matching Data Activation Flow
- Salesforce: Database Refresh Statistics and Best Practices for New Hot Leads
Marketo Best Practices
- Marketo: Flow to Convert Predictive Score to Buckets
- Marketo: Resend Leads For Enrichment
- Marketo: Creating Automated Leadspace Triggered Campaigns
- Marketo: 4 Simple Steps to Create Unique ABM Campaigns
- Marketo: Applying Junk Filters on Inbound Enrichment
- Marketo: Auto Append Leadspace Data to Standard Fields
Eloqua Best Practices
- Eloqua - Update Contact Fields from CDO When Blank
- Eloqua - Syncing CDO fields in Eloqua to SFDC
- Eloqua: Activating Enriched Data To Create Unique Segmentation Setup
- Eloqua: Applying Junk Filters On Inbound Enrichment
- Eloqua: Automating Creation Of Contacts When Moved
- How to Resend Contacts in Eloqua to enrichment with Leadspace