Salesforce Consultant Marketing-Cloud-Account-Engagement-Consultant Book

Create a completion action on the "Request a Demo" form with the action to assign to user.

Add a completion action on the form to notify Admin, who manually assigns the prospect.

Export the form submission report and import, assigning to the correct user upon import.

Run an automation rule to assign based on the "Request a Demo" submission and State field.

Change each user's profile in Salesforce to the System Administrator role, which will create them as Administrator users in Marketing Cloud Account Engagement.

Provide each user with a unique activation link to create their own Administrator user records in Marketing Cloud Account Engagement.

Import the users into Marketing Cloud Account Engagement and select the Administrator role on their Marketing Cloud Account Engagement user records.

Add users to the Marketing Users group from Marketing Setup in Salesforce and map their user profiles to the Administrator roles.

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False

Develop a new lens that includes only data from the fiscal year.

Use the 'fiscal year' filter on the Pipeline Dashboard.

Create a custom dataset using only data from the fiscal year.

Apply the "tag" filter on the Pipeline Dashboard using the fiscal year.