Monday.Com To Salesforce 2022

This article is focused on answering Monday.Com To 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 usage cases for banner and landing page requests consider it more like creative demands from designers material so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a sneak a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you guys that too and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wished to show you men so i have it open and then we’re going to start amazing okay let’s begin and landing page request i’m assuming

 

you guys i’m just gon na reveal um discuss the fundamentals actually rapidly however i make sure you people understand that this is a board each one of these are called each row and a group is called a product today we’re going to discuss integrations automations views and a lot more enjoyable things so the method i divided my board here is between months but you can do this between projects or customers and it really just depends upon your workflow and the way we did it here to you can do it any way you want but a cool method to get a brief prior to working on an imaginative request is using the form so a kind essentially takes all your columns and makes it a link that other individuals can fill out which they can submit 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 create a type however essentially this form comes in here and then the group lead of the creative style team or any other group can appoint a certain designer to deal with it so let me show you people how to include a kind and develop if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you people check the view area due to the fact that 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 method to see um certain things on your board so close the type view and like i said it takes particular columns not the individual column obviously but other columns that you can conceal or make um viewable for the person that is going to be offered the form they can submit this file if you wish to need it you can always do a checkbox and then they can’t submit the kind without filling this information in so you can really simply create any column with anything that you men require when an innovative request can be found in make it a kind share the kind sneak peek the program you people how a type looks like um the name of the demand you want you wish to include a particular short with a specific i know each company has a certain structure that

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they utilize um when do you require it by the concern and so on etc um you can take this link after put one 2nd 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 look i’ll just show you guys let’s fill it in and you can see um webinar request test i can include a particular file for example right now whatever remains in the planning ideas phase and i require the imaginative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest priority i wish to send it and let me show you guys how it comes in on the board webinar request test so it’s constantly going to enter the very first group which is necessary to understand and then it can be called ideas or demands can be found in and then i can simply go on take it and move it to a particular group that i think 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 group or another board depending upon how you detail your workflow just to make sure you men are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes awesome awesome incredible i’m glad you people are listening and comprehend everything excellent um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them also and now i’ll simply offer like a short overview this is the individual column as you guys understand we have our seven core columns here and after that 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 type can occupy numerous columns on one board yes dell you are appropriate every column that you develop can be almost every column you create can be in a kind view and individuals can fill it out and it can be found in as an item on the board excellent so this is our column center what we utilize here is a top priority one we named it priority but it’s essentially a ranking column um we have actually a. Monday.Com To Salesforce

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file column and we have a tags column what i like 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 reveal you men how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a particular project i’m dealing with i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i love the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you men know what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me undo this so i could show you guys get rid of deadline mode basically what i wish to do i want to set as due date i want to take the status column however i could take any status column i have for example the. Monday.Com To Salesforce