Category Archives: The Authors

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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Why Pardot Score Changes Are Missing From Prospect Activity

Have you ever noticed that a prospect’s score changes doesn’t add up with their activities? While the prospect’s overall score has increased (in…
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The One-Stop Shop for All of Your Enterprise Data [In-Depth Overview]

Access, report on, and manipulate records from multiple data sources (such as your Salesforce instance or BI solution) seamlessly within the same easy-to-use…
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How to Test Pardot (Account Engagement) Automation and Assets

For marketers – specifically, the team you have supporting marketing operations functions in your organization – your marketing technology stack is at the…
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How to Use the Case Object with Account Engagement (Pardot)

This is a guest post written by Timo Kovala. He is a Lead Marketing Automation Consultant with Biit. He holds 10 Salesforce certifications…
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Price Beyond the Product: Counting the Hidden Costs of Salesforce Implementations

Could your Salesforce implementation be costing your company more than you realize?
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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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Implementing Multiple Account Engagement (Pardot) Tracking Codes on One Website

For businesses that use Account Engagement (Pardot), tracking their website visitor activity is important. Beyond simply capturing the number of visits and unique…
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Automation Rules vs. Engagement Studio Actions in Pardot (Account Engagement)

One challenging topic for newbies to wrap their heads around (especially when migrating from another system), is automation in Pardot (Account Engagement). There…
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Sender Merge Tags for Assigned User in Account Engagement (Pardot)

Account Engagement (Pardot) HML enables you to easily add personalization to content because it dynamically pulls in data specific to the prospect that…
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