Terms
Allows you the ability to summarize data, see it in a meaningful fashion, and share the resulting insights with others.
What is a report?
How users switch between apps.
Where you would go to access Email Studio.
What is Log into Marketing Cloud?
How are we able to host the Pape Playbook?
Digital Experiences
People interested in our products and service; someone we haven’t done business with before
What is a Lead?
A graphical representation and visual presentation of reports data in salesforce.
What is a Dashboard?
Field that is used to track Facebook campaigns.
What is Campaign Source?
How do you change your email signature?
Click on your icon > Settings > Email > My Email Settings
Represents the association between a campaign and either a Lead or a Contact.
What is a Campaign Member?
Customer information from Tandem business system
What is a Tandem Account?
Allows you to build and run impactful digital campaigns with segmentation.
What is a Journey?
Platform Salesforce uses to provide training and development for further learning on the platform.
What is Trailhead?
Represents and tracks a marketing campaign, such as a direct mail promotion, webinar, or trade show
What is a Campaign?
Allows you to search for any record across any object (so long as you have access)
Where you would go to modify an email that is part of a cadence.
What is Email Template?
Sequences of activities (i.e. calls, emails) that guide you through the best next steps to take to get a lead converted and moved into the next part of the sales cycle.
What is a Cadence?
A list of records that you own, have read or write access to, or are shared with you for a particular object (Account, Contact, Lead, etc.).
What is a list view?
Organizes sets of records into columns rather than a list, so you can more easily to track your work
What is Kanban view?
Tool you would use to create dynamic, mobile friendly landing pages.
What are CloudPages?
[You have all the necessary permissions]
Your friend created a report, but you cannot find it! What might you ask your friend to check before looping in a System Admin?
Have them check the reports folder to make sure it wasn't saved in a private folder.