Category Archives: The Authors
Salesforce Marketing Cloud and Pardot (Marketing Cloud Account Engagement) have become two of the leading platforms for multi-channel marketing, and the go-to choices…
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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…
Engagement History Dashboards are out-of-the-box dashboards that show campaign performance over time. This is how prospects have interacted with your Pardot (Account Engagement)…
In the past months, we’ve heard about the whirlwind of generative AI capabilities that are being brought to the Salesforce platform. With AI…
As a consultant, one aspect of my job is to train users on the platform. When I train new users on Account Engagement’s…
When designing a lead lifecycle, organisations will typically focus on the journey for a net new lead. Salesforce and Account Engagement’s out-of-the-box features…
Those of you with long-lived Account Engagement instances (from back when it was called Pardot 😁) may have file repositories with a lot…
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…
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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Pardot has been rebranded as Marketing Cloud Account Engagement.