Category Archives: The Authors

How to prevent Pardot form handlers from clearing existing Prospect values

A lot of companies choose to use form handlers in Account Engagement (Pardot) instead of Account Engagement Forms.
Continue reading

Dynamic Content vs Snippets in Account Engagement

With all the new changes, upcoming features and new products it can sometimes get a little confusing or overwhelming.
Continue reading

How to report on first and most recent Pardot form completed in Salesforce

It’s easy to see in Salesforce when you need to know what Lead/Contact/Person Account’s first form completion was in Account Engagement (Pardot), and…
Continue reading

Use AI to Generate Content in Account Engagement

In the Spring’24 release, Advanced and Premium Account Engagement customers were given the gift of generative AI in the form of Einstein Assistant. 
Continue reading

6 Benefits of Account Engagement’s Integration into Salesforce

Companies must consider many factors when choosing a new marketing automation platform. One crucial consideration is integration with the Customer Relationship Management (CRM)…
Continue reading

How to build a Salesforce report on Pardot prospects who completed a form

Do you need to create a report in Salesforce of Account Engagement (Pardot) Prospects who completed a form?
Continue reading

How to build promo and referral code campaigns in Account Engagement (Pardot)

In this session, Mark Somers returns to share how to leverage custom objects and flow to automate Promotional or Referral codes in your…
Continue reading

Enabling Marketing Cloud Growth: First Impressions

Marketing Cloud Growth is the new product from Salesforce that’s causing quite a stir. With two established marketing automation platforms already, why has…
Continue reading

How to report on post-Pardot campaign sales activities in Salesforce

Being able to report when a campaign member from a form completion in Account Engagement (Pardot) becomes related to an opportunity is important.But…
Continue reading

How to build Account Engagement (Pardot) reports in Salesforce

One of the great things about Account Engagement (Pardot)’s native integration with Salesforce is the ability to build Pardot reports in Salesforce using…
Continue reading