Category Archives: The Authors

Data Cloud & Account Engagement – What you need to know

Data Cloud is Salesforce’s answer to a customer data platform (CDP), tailored for easy connections between your Salesforce Org, Marketing Cloud, Tableau and…
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Marketing Cloud Growth vs Account Engagement (Pardot)

Earlier this year we did a piece which explored what Marketing Cloud Growth is and who it was for. In a nutshell Marketing…
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Summer ’24 Broke Lead Assignment Notifications in Account Engagement

I don't normally blog about known issues, but this one is likely to have widespread impact on many Account Engagement (Pardot) orgs and…
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Using Engagement Studio Programs for Lead Assignment

To facilitate the push of a prospect into Salesforce from Account Engagement (AE), the prospect must be assigned and this assignment can be…
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How to generate content with Einstein Assistant in Pardot

In this session Zoe Fischer, a Principal Marketing Automation Consultant with Nebula Consulting in London talks about the newest generative AI features available…
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Increase productivity with Sales Engagement Basic

Are you getting the most out of your Sales Cloud Enterprise licences? The chances are there are features that are included in what…
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Account Engagement’s Email Builder – New Email Experience

If you use Account Engagement’s Lightning Email Builder, you probably noticed a new option. 
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How to work with Person Accounts in Pardot

In this live workshop we you learn about how Person Accounts work in Account Engagement.
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How to build advanced segmentation lists in Pardot

Being able to build lists is a critical skill for any email marketer.  In this live workshop I walk through more advanced list…
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Move Account Engagement (Pardot) Assets between Sandbox and Production

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