Author Archives: Pardot Geeks

How to report on first and most recent Pardot form completed in Salesforce

It’s easy to see in Salesforce when you need to know what Lead/Contact/Person Account’s first form completion was in Account Engagement (Pardot), and…
Continue reading

How to build a Salesforce report on Pardot prospects who completed a form

Do you need to create a report in Salesforce of Account Engagement (Pardot) Prospects who completed a form?
Continue reading

How to build promo and referral code campaigns in Account Engagement (Pardot)

In this session, Mark Somers returns to share how to leverage custom objects and flow to automate Promotional or Referral codes in your…
Continue reading

How to report on post-Pardot campaign sales activities in Salesforce

Being able to report when a campaign member from a form completion in Account Engagement (Pardot) becomes related to an opportunity is important.But…
Continue reading