Category Archives: The Authors

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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Use this simple trick to quality check your list email builds before sending

You should be using the built in email render testing in Account Engagement (F/K/A Pardot) to check the appearance of your emails before…
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Flows vs Engagement Studio: What to use When?

I recently gave a talk to the Philadelphia Trailblazer marketing user group, discussing how to think about and apply the two multi-step automation…
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Salesforce Marketing Ops Influencer Tips for 2023

Marketing ops is finally seen as a viable career path, and there are many ways that you can level up in this role.…
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Files in Account Engagement (Pardot)

As with all digital platforms, it is impossible to work in Account Engagement (Pardot) without relying on files. The company logo, your latest…
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