How To Integrate With Salesforce 2022

This article is focused on answering How To Integrate With Salesforce …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are use cases for banner and landing page requests consider it more like innovative demands from designers material so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i want to show you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that too and last but not least i’m going to show you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wanted to reveal you guys so i have it open and then we’re going to start amazing alright let’s start and landing page request i’m assuming

 

you men i’m just gon na reveal um talk about the basics really quickly but i make sure you men understand that this is a board every one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this in between customers or projects and it truly simply depends upon your workflow and the way we did it here to you can do it any way you want however a cool method to get a brief before dealing with a creative request is using the kind so a type generally takes all your columns and makes it a link that other individuals can fill out which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll okay let me reveal you how to develop a type but essentially this kind can be found in here and then the group lead of the innovative design group or any other group can designate a certain designer to work on it so let me reveal you guys how to develop and add a kind if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you men inspect the view section because it’s simply another way to show um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the kind view and like i said it takes particular columns not the person column of course however other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can publish this file if you wish to require it you can constantly do a checkbox and then they can’t submit the type without filling this details in so you can really simply develop any column with anything that you people require when an imaginative demand can be found in make it a form share the form preview the show you guys how a form appears like um the name of the demand you want you want to add a specific short with a specific i understand each business has a certain structure that

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they utilize um when do you require it by the top priority and so on and so forth um you can take this link after put one second let me click on the form i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make appearance i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can add a particular declare example right now whatever is in the planning concepts stage and i require the creative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest priority i want to submit it and let me reveal you people 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 essential to understand and after that it can be called concepts or requests being available in and then i can simply proceed take it and move it to a specific group that i believe it matters for in this case it needs to be done by might so i’m going to keep it in this group i can move it to another board or another group depending on how you outline your workflow just to make sure you people are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes awesome awesome amazing i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll go over them also and now i’ll simply give like a brief introduction this is the person column as you men understand we have our 7 core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and likewise as a view we’ll get to that um soon 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 create can be almost every column you produce can be in a form view and individuals can fill it out and it comes in as a product on the board excellent so this is our column center what we utilize here is a concern one we named it priority but it’s basically a rating column um we have actually a. How To 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 on this right now it’s going to do a cross board search about every board i have on my um account and it’s going to search facebook it’s going to do a cross board search let me show 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 particular job i’m working on i can simply connect them with tags and after that i can cross board search it to what it matters for so i find that very cool and i love i love the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m unsure if you men understand what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i might reveal you guys get rid of deadline mode essentially what i wish to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. How To Integrate With Salesforce