Information for staff who use Salesforce in a marketing capacity.

If you have difficulty accessing the information contained in this document, or any document found in this knowledgebase, please contact us at access-ilr@cornell.edu and we will assist you.

Articles (8)

Adding Hidden Field to Unbounce Landing Page

Add a hidden field to a new or existing Unbounce landing page.

Adding New and Adjusted Segments to Journeys

Connecting newly created and adjusted Segments to Journeys.

Campaign Monitor Information and Functionality

Campaign Monitor is an email marketing tool that can work in conjunction with Salesforce to market to broad or specific individuals interests.

Creating Salesforce Based Journeys

Creating Journeys based on Salesforce Subscriber Leads and/or Contacts.

Creating Subscriber Lists for Campaign Monitor

Creating Campaign Monitor Subscriber Lists based on Leads and/or Contacts in Salesforce.

Import CSV Files to Salesforce Leads

Import CSV Files to Salesforce Leads

Using the Outlook Salesforce Integration

Walkthrough tutorial for using the Outlook Salesforce Integration. This Outlook plugin provides features to log both incoming and outgoing emails to Salesforce records, the ability to create and edit select fields on certain types of records, and the ability to view any record in Salesforce that the user has permission to see, all from inside Outlook.

Using Zapier to Transfer Unbounce Leads to Salesforce

Using Zapier as an intermediary between applications to transfer information. Here, specific instructions on transferring Salesforce Leads from Unbounce to Salesforce is provided.