Author Archives: Salesforce Ben | The Drip

Only Create Salesforce Leads From Pardot (Existing Customers as New Leads)

We’ve been thinking about how some organizations don’t fit the mold that’s typical for Pardot (Account Engagement) customers. How you handle existing Contacts…
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Pardot Dynamic Lists for Faster Segmentation (+ 10 Examples)

As Lists are the backbone of Pardot (Account Engagement) segmentation, you can think of Pardot Dynamic Lists as the muscles. Any marketer will…
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Introduction To Salesforce Opportunity Contact Roles

Contact roles define the level of influence that a contact has within an opportunity account, case, or contract. Opportunity contact roles provide a…
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Salesforce Business Analyst Certification: Why Should Marketers Care?

Salesforce announced the Business Analyst certification would be available from July 2022. On paper, the Business Analyst certification is suitable for “individuals who…
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Steps to Take When Faced With Prospect Complaints

When a prospect complains about the marketing communication we send through Account Engagement (Pardot), our first reaction is to panic. Like Kübler-Ross’ “5…
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Account Engagement (Pardot) Opted Out Field Changes: Explained

Opted Out is a field found on prospect records in Pardot (Account Engagement) and is called “Email Opt Out” on Salesforce Lead/Contacts. This…
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