Category Archives: The Authors

How to Create Salesforce Star Rating Formula Fields for Prospect Score

You can visually display prospect engagement or quality with a rating field on Salesforce Lead or Contact records. For example, you can take…
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4 Ways to Spring Clean Your Salesforce & Marketing Automation Systems

Keeping databases clean requires continual upkeep from Salesforce and Marketing Automation Administrators. You all know the consequences of what a cluttered system with…
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6 Ways to Prevent Spam Submissions From Account Engagement (Pardot) Form Handlers

Picture this: you’ve implemented a Pardot form handler on your website’s form and the submissions are coming through beautifully. Then, you check back…
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Salesforce Account Object Best Practices

Out of the box, Salesforce has quite a few objects and fields readily available for you and your team to use. These help…
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Guide to 15 Marketing Cloud Einstein Features (+ Pricing)

Salesforce took a leap into artificial intelligence (AI) in 2016 when they announced Salesforce Einstein. Salesforce Einstein is not a single product; it’s…
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How to prevent lazy loading from messing with your iframe embedded forms

Sometimes I come across these edge cases where a solution is discovered to an obscure or tricky problem, and I just have to…
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Summer ‘23: 10 Hottest Account Engagement (Pardot) Updates

The Salesforce Summer ‘23 release notes have arrived (all 615 pages)! In terms of Account Engagement (Pardot), this release is all about making…
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Salesforce Labs App Demo: Account Engagement Automates… Record Creation!

The Salesforce Marketer Group (Pardot) in Tampa was joined by Amanda Benjamin, Jacqueline Fassett, and Chris Bayerle from the Salesforce Labs team to…
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How To Run a Customer Effort Score Survey With Pardot (Account Engagement)

Customer Effort Score (CES) is designed to measure the amount of effort a customer considers dealing with your organization to be when resolving…
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Data Backups for Account Engagement

Any Administrator or Super User has experienced the painful realisation that something has gone wrong. It may have been an automation rule, an…
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