Kyle McKay

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Productivity PowerTip #5 – Passing values to a hidden form field
[fusion_text]Pardot: Passing values to a hidden form field. Kyle take you through the simple steps to allow you easily capture your lead source.[/fusion_text][fullwidth backgroundcolor="" backgroundimage="" backgroundrepeat="no-repeat" backgroundposition="left top" backgroundattachment="scroll" video_webm="" video_mp4="" video_ogv="" video_pre
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Where Did My Salesforce Activities Go?
Did you know: Salesforce automatically "archives" Tasks after 365 days? I recently encountered this phenomenon a few weeks ago when a client asked me to help reduce the number of Tasks in their instance to comply with Salesforce Data Storage limits. Setup > Data Management > Storage Usage was telling me there were over 2 million Tasks
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Salesforce Campaign Member to the Rescue
When looking back at how effective a Marketing Campaign was, I'm sure you are faced with the question "How many MQL's did this Tradeshow produce?" or "How many Leads did that Partner refer to our Webinar?". Well, the key to these questions lies in a hugely underrated Salesforce Object, the Campaign Member. The Campaign Member is a junction Obj
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6 Tips to Improve your Productivity in Salesforce
Saving yourself a few clicks here and there may not seem like a lot, but over the course of the workday/workweek, you can save yourself serious amounts of time just by making yourself more efficient with your daily tasks. I've compiled a few helpful hints and applications which I believe have increased my productivity working in and around
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How to A/B Test an Email in Marketo
  In order to maximize the investment in your Marketing Automation system, you should be optimizing the effectiveness of your email marketing efforts. I'm going to show you how to set up a simple A/B Test on an outbound Email in Marketo, my example will be testing 2 different Subject Lines. 1 - Start by building a Program as you norma
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10 Free Salesforce.com Apps That Your Company Needs
With both the iOS and Android available app numbers approaching 1 million each, keeping up with the latest and greatest in the app world can be a full time job. The Salesforce AppExchange doesn't quite have 1 million apps, but it does have 1,823 - 800 of which are free (as of June 5, 2013). I've provided links and brief descriptions to 10 o
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5 Essential Reports for Every Marketo Admin
So you've set up Lead Scoring, sent a few Email Blasts and you've even enabled Progressive Profiling on your forms in Marketo. What now? Here are some simple, yet invaluable reports that every Marketo Admin should have in their instance, no questions asked. Yesterday's Web Activity This is a report that I like to have emailed around each mor
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Use a Custom Button to Pre-Populate Opportunity fields
A major hurdle for many marketers is understanding which programs are driving Opportunity creation versus which programs are driving Opportunities to close. Some commonly used fields to track this data are: Lead Source, Lead Source Details, and Primary Campaign Source. By default, Salesforce will map Lead Source and select a Primary Cam
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