Author Archives: Bill Fetter

Make this 30 Second Update in your Account Engagement Account Right Now

There's a fairly recent update to Account Engagement that everyone should enable in their accounts right away, it only takes a few moments…
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How to get around the Conditional Completion Action Limitations in Account Engagement

If you've been working with Conditional Completion actions in Account Engagement for a while (here's my overview if you'd like my take on…
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The difference between List Email and List Email

Salesforce has been on a renaming tear lately. Lots of products, especially in the marketing space, have been renamed. This hasn't always resulted…
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How to Bulk Download your Account Engagement (Pardot) Files

Those of you with long-lived Account Engagement instances (from back when it was called Pardot 😁) may have file repositories with a lot…
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How to Create Custom List Views for the Email Content Object of the Lightning Email Builder

This article pertains to the Account Engagement Lightning Email Builder, and the associated Email Content tab in the Account Engagement App in Salesforce-
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How to use the Zapier Paths Tool Correctly

I love Zapier, even though I pronounced it wrong for years (hint: it rhymes with 'happier'). It allows you to do all those…
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