This article is focused on answering Does Monday Com Integrate With Salesforce …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three specific on boards which are use cases for banner and landing page demands consider it more like imaginative requests from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish to show you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you men that as well and finally i’m going to reveal you control panels um so let’s begin in a minute i just want to bring up the um thing that i wanted to reveal you men so i have it open and after that we’re going to start remarkable all right let’s start and landing page request i’m presuming
you people i’m just gon na show um discuss the fundamentals really quickly but i’m sure you men know that this is a board every one of these are called a group and each row is called an item today we’re going to go over integrations automations views and a lot more fun stuff so the method i divided my board here is in between months however you can do this in between clients or projects and it actually just depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a short before dealing with an innovative request is utilizing the kind so a kind generally takes all your columns and makes it a link that other individuals can submit which they can publish files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll okay let me reveal you how to develop a form however basically this kind can be found in here and then the team lead of the innovative style group or any other team can designate a specific designer to work on it so let me show you people how to include a kind and create if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you guys check the view section since it’s just another way to reveal um all your items just see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the type view and like i stated it takes particular columns not the individual column obviously however other columns that you can hide or make um viewable for the person that is going to be given the type they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t send the kind without filling this details in so you can truly simply develop any column with anything that you people need when an innovative demand can be found in make it a form share the kind sneak peek the program you people how a form looks like um the name of the demand you want you want to add a certain short with a certain i know each company has a particular structure that
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they utilize um when do you require it by the priority and so on etc um you can take this link after put one second let me click on the kind i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make appearance i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can add a particular declare example today everything remains in the preparation ideas phase and i need the innovative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in highest priority i wish to submit it and let me reveal you guys how it is available in on the board webinar request test so it’s constantly going to come into the very first group which is necessary to understand and after that it can be called demands or ideas can be found in and then i can simply proceed take it and move it to a specific group that i think it’s relevant for in this case it requires to be done by might so i’m going to keep it in this group i can move it to another group or another board depending upon how you detail your workflow just to ensure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes incredible awesome remarkable i’m glad you people are listening and understand everything excellent um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them too but now i’ll simply give like a brief overview this is the individual column as you men know we have our seven core columns here and then we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um quickly um dale you just ask presuming one form can populate a number of columns on one board yes dell you are right every column that you produce can be practically every column you create can be in a type view and people can fill it out and it is available in as a product on the board fantastic so this is our column center what we use here is a top priority one we named it priority but it’s basically a ranking column um we have actually a. Does Monday Com Integrate With Salesforce
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file column and we have a tags column what i love about the tag column is if i click this today it’s going to do a cross board search about every board i have on my um account and it’s going to browse facebook it’s going to do a cross board search let me reveal you guys how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a specific project i’m working on i can simply link them with tags and then i can cross board search it to what it’s relevant for so i find that extremely cool and i love i love the tech college let me just leave here [Music] fine um [Music] and yeah and i’m not exactly sure if you people understand what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i could show you guys eliminate due date mode generally what i want to do i want to set as due date i wish to take the status column however i could take any status column i have for example the. Does Monday Com Integrate With Salesforce