Iman's Webinars

@Joseph Palacios

, thanks for the reminder.  

I no longer renewed the vanity url

- so that won't redirect you to my site anymore.  

The home page is here:   

All of the webinar recordings can be found here:  

That being said. I haven't recorded a webinar in several years. This content is slowly becoming more and more outdated. Just keep that in mind as you watch the content. 

I hear you. Back in the day, I believe this was controlled by the Salesforce-Pardot connector. Where you could tell it to "match" based on Email, or Pardot ID. And that was the workaround. That being said, I'm not sure that would work anymore. I believe that is no longer a valid option. (Or at least, I haven't seen/done it in a while!) 

My recommendation would be to NOT create a new prospect if you don't have to. 

The main issue I want you to avoid is... If a rep sees a new prospect created and it's treated as a "new person", your rep might reach out and not be aware of all the history related to the existing contact record. What if that prospect is a 10-year contact with a renewal coming up and open support issue? That rep wouldn't see any of the context before reaching out.

It's not like once you're a contact, you won't continue to buy.  They can be up-sold or cross-sold to. So having processes in place that ALSO sell to contacts and are not just focused on "prospects" can be helpful! 

A few suggestions within Account Engagement you can: 

- Create a task - You can create a task on the existing contact, letting the rep know to reach out. 

- Notify User - You can simply send a notification, and skip the "Task" 

- Update a field - You can do a LOT here. But the pattern is the same. Update a field -> that would trigger an automation rule to fire -> That does whatever you want. If you wanted to the automation rule could create a new prospect (or really any combination of records). 

So you can use existing fields or create your own "Account Engagement" custom fields, just trigger flows... that would do what you want. (This appears to be the approach suggested in the link above, from Matt.) 

Perhaps you can try a few things:  

- Do not "auto-merge". There is a component you can drag-drop onto the page that displays duplicates and allows reps to manually merge. So the lead comes in, someone looks at it, KNOWS a new is created, and then manually merges.   

- You could have a report or dashboard on campaign members, sales reps could put it on their dashboard and see which of their contacts were recently added to which campaigns. If they see a new campaign member they didn't create - that could be an indicator. Also, I'd imagine that your "web to lead" campaigns are probably different from you "have your sales rep manually add them to the campaign" Campaigns. So if the campaign name is "Form on Website" that'd be a pretty good indicator that they didn't do it manually.  

- You could also create a flow that would run when a contact is added as a campaign member. Perhaps that flow could look at the campaign name or campaign type or "created by" information on the campaign member... if the contact is added to a website campaign - it could trigger a task, or a "in-app notification" or a chatter post to the contact owner.  

Perhaps one of these, or a combination of these solutions would be helpful? 

Hi @Silvia Watson

,  

I did a quick search and

might have something specific to share. They do hands-on-workshops and various "world tour" events, there's a chance they have some specific recordings or PDFs that isn't in our general knowledge base. So, if you have a moment, I'd suggest reaching out to those two places. 

That being said - most of the setup for WhatsApp/Digital Engagement is going to use the same underlying feature sets as Service Cloud. "OmniChannel" is how you'll route messages to the right person who'd answer it using the "Console" experience, and use "service tools" like Quick Text and macros to make it more efficient.  

Even the help documentation notes something like "it's the same for sales and service... we may say Service Agent instead of Sales Rep in a few places..." but the steps are the same.  

So, even though you've got a sales use case, most of the setup and tools will be very similar to Service Cloud.  

My recommendation - follow the Service Cloud documentation the best you can. If you hit a specific roadblock/challenge along the way - ask about that specific part of the product/process in the Digital Engagement channel. You'll probably get better results. 

Hi @Rayen Mhedhbi

,  

First you should know it's not called "Pardot" anymore, it's Account Engagement, that will make it easier for searching/looking up answers in our various repositories.  

If you're using an Account Engagement form, your form can have a "completion action" - it's like an automation rule that runs when the form is filled out. One of the actions can be "Add the person to a list". 

For our purposes say you have a list called "Diagnostic"  

You could either add them directly to the list... or you could have an automation run in Account Engagement that looks at FIELDS on the prospect record, and if they match your criteria... the automation adds them to the list. Or you could have a "dynamic" segmented list that automatically adds and removes people from the list as their field values update. 

Whatever option you choose, you need to get the prospect into a list...

• Then when you create an "Engagement Program" - one of the first steps is to select your "Recipient list", so you'd select your "Diagnostic" list from the drop-down of choices. 
• Now, when someone is added to that list, they'd be included in your engagement program. And they'll go down the path and get the various emails you setup. 

But the easy way here is... use a Account Engagement Form handler for your form... that has a "Completion Action" that adds them to the list. Then use that list as your "Recipient list" in your "Engagement Program". 

Hi @Pearl Lee

, sorry for the delay, I was on PTO with the family and just got back today. 

This video platform we use requires you to fill-out a form, much like registering for one of my webinars before you can see the content. It's a bit of a hassle, I know, sorry, it's how my team tracks performance / gets credit for our work. So I hope you don't mind filling it out.  

That being said, all of my new content is going to be similarly gated. You can't access it directly, yourself. The full library of videos isn't public.  But... now that you bring it up... maybe we SHOULD find a way to give everyone here access to all my videos.  

But as of today:  

- You can ask here about a topic and if I have a video, I can post/share the link.  

- You can ask your Account Executive to search the "Consensus Library" for Iman's videos and they should be able to share them with you. If your AE sends the link, they can generate a custom link just for you, so you won't need to fill out a form, you just click the link and watch the video.  

But... now that you got me thinking about it, I *do* think we should find a way to post my new content here... why not!? I had always considered this group just for my "webinars" and treated my "videos" as something separate... but I can see why it'd be great to share here too.  

Thanks for the idea!  

(I can't believe I hadn't thought of this sooner...don't tell anyone, it's embarrassing. haha.)  

I'll talk to the Consensus team and see how quickly I can get stuff posted here for all of you. 

@Colby Kamin

I followed your solution and able to an asset as a subscription record with the help of two price rules. One onInit to clear the subscription pricing field and one afterCalculate to populate the subscription pricing field again. 

But, we would like to also have this product in Renewal but with out a value as it is one time product. Is it possible? 

When I set Subscription type = Non renewable , Subscription record does'nt show up in Renewal Quote.  

Any idea is really appreciated! Thanks in advance!!