Monday Com Integration With Salesforce – Easily build, run, and scale

This article is focused on answering Monday Com Integration 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 usage cases for banner and landing page demands consider it more like innovative requests from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in email marketing um stability that we have with mailchimp and then i wish to reveal you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you guys that also and last but not least 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 wished to reveal you guys so i have it open and after that we’re going to start awesome fine let’s start and landing page request i’m presuming

 

you men i’m simply gon na show um discuss the basics actually rapidly however i make certain you guys understand that this is a board each one of these are called each row and a group is called an item today we’re going to go over combinations automations views and a lot more fun stuff so the way i divided my board here is in between months however you can do this in between projects or customers and it really just depends on your workflow and the method we did it here to you can do it any way you want however a cool way to get a brief before working on an innovative demand is using the type so a kind basically takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll okay let me reveal you how to produce a kind but generally this kind is available in here and then the group lead of the creative design team or any other group can designate a certain designer to work on it so let me reveal you men how to develop and include a kind if anything is too quick 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 suggest you guys inspect the view section since it’s simply another way to reveal um all your items just 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 stated it takes specific columns not the person column naturally however other columns that you can conceal or make um viewable for the individual that is going to be given the type they can submit this file if you wish to require it you can always do a checkbox and after that they can’t send the form without filling this information in so you can actually just create any column with anything that you men require when a creative request comes in make it a kind share the type sneak peek the show you guys how a type looks like um the name of the demand you desire you want to add a certain brief with a certain i know each business has a certain structure that

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they utilize um when do you need it by the top priority and so on and so forth um you can take this link after put one second let me click 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 demand test i can include a certain declare example right now everything remains in the preparation ideas stage and i require the creative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest priority i wish to send it and let me reveal you guys how it can be found in on the board webinar request test so it’s constantly going to enter into the first group which is very important to understand and then it can be called requests or concepts coming in and then i can just go on take it and move it to a certain group that i believe 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 board or another group depending upon how you describe your workflow simply 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 amazing incredible i’m glad you men are listening and understand everything excellent um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them as well and now i’ll just provide like a brief introduction this is the individual column as you people know we have our seven 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 likewise on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one type can populate numerous columns on one board yes dell you are appropriate every column that you create can be nearly every column you create can be in a type view and individuals can fill it out and it is available in as an item on the board fantastic so this is our column center what we utilize here is a priority one we called it priority but it’s generally a rating column um we have actually a. Monday Com Integration With Salesforce

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Monday Com Integration With Salesforce