Category Archives: The Authors

Salesforce Lead Management: 5 Ways to Optimize Your Workflow

We all know that Salesforce is a powerful Customer Relationship Management (CRM) platform that helps businesses manage their leads, contacts, and customer data.…
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What Does a Salesforce Solution Architect Do – And How Do You Become One?

Salesforce Solution Architects are responsible for designing quality, scalable, and performant solutions inside Salesforce, ensuring it all fits together into a coherent and…
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Validate your Email Sending Domain in Account Engagement (Pardot)

One of the changes for Account Engagement in the Spring 23 Release is a new way to validate your email sending domain. If…
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Connectors vs. Custom Integrations – What’s Right for Your Salesforce Marketing Stack?

Pardot (Account Engagement) offers connectors that integrate third-party platforms with your core marketing automation database and processes. These ‘plug in and play’ integrations…
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Salesforce Lead Object Best Practices

Posted on March 13, 2023 in Admins  Alongside Accounts, Opportunities and Contacts, Leads are one of the Standard Salesforce Objects, having their unique…
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Account Engagement (Pardot) Consultant Exam Prep Series (2023)

Currently Salesforce offers two certifications for Account Engagement (fka Pardot): Pardot Specialist and Pardot Consultant. Last year I teamed up with fellow Salesforce…
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New Salesforce Sales and Service Suites – Largest Feature Bundles Yet!

Salesforce announced their plans to offer both a Sales Suite and a Service Suite, which bundle together more features from their product suite…
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Real Time Pardot (Account Engagement) Automation Rules Retired – What’s Next?

Run automation rules in real time are scheduled for retirement in all Pardot (Account Engagement) editions in June 2023. This was announced as…
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How to Run a Successful Global Account Engagement (Pardot) Account

Running any Account Engagement (Pardot) account can be a challenge, but even more so when your teams are based around the world.
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Deep Dive into the Optimizer

What is the Optimizer? The Optimizer gives marketers a big-picture look at the health of their Account Engagement systems to improve email send…
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