Category Archives: The Authors

Everything you need to know about using Salesforce Record Types with Account Engagement

Did you know that you can work with different lead and contact record types with Account Engagement?
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Switching from Hubspot to Account Engagement (Pardot)

Hubspot and Account Engagement have been around in the marketing automation space for a similar amount of time. This year, we’ve seen an…
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Webinar: The Future of Salesforce Marketing

Account Engagement (Pardot) customers you now get Marketing Cloud Growth or Advanced edition features included at no extra cost. This allows users to…
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Personalise emails with a formatted date in Account Engagement

One of the benefits of using Account Engagement (Pardot) is the capability to personalise emails. We can use data from a date field…
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Data Cloud & Account Engagement – What you need to know

Data Cloud is Salesforce’s answer to a customer data platform (CDP), tailored for easy connections between your Salesforce Org, Marketing Cloud, Tableau and…
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Marketing Cloud Growth vs Account Engagement (Pardot)

Earlier this year we did a piece which explored what Marketing Cloud Growth is and who it was for. In a nutshell Marketing…
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Summer '24 Broke Lead Assignment Notifications in Account Engagement

I don't normally blog about known issues, but this one is likely to have widespread impact on many Account Engagement (Pardot) orgs and…
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Using Engagement Studio Programs for Lead Assignment

To facilitate the push of a prospect into Salesforce from Account Engagement (AE), the prospect must be assigned and this assignment can be…
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Increase productivity with Sales Engagement Basic

Are you getting the most out of your Sales Cloud Enterprise licences? The chances are there are features that are included in what…
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Account Engagement’s Email Builder – New Email Experience

If you use Account Engagement’s Lightning Email Builder, you probably noticed a new option. 
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