Category Archives: The Authors

How to Generate Dynamic List Snapshots in Account Engagement (Pardot)

Dynamic lists are a popular Account Engagement (Pardot) feature that add/remove prospects automatically whenever they match/unmatch the criteria you define on the list’s…
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How to Enable a Domain on a CMS Channel for the Pardot Lightning Email Builder

If you are setting up the new Email and Landing Page Builders for Marketing Cloud Account Engagement (Pardot), and can’t select a channel…
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Domain Health Check for Pardot (Account Engagement) Email Deliverability

The health of your email sending domain is something you should keep an eye on – it’s essential for Pardot email deliverability. Your…
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Simplify Your Campaign Structure With 6 Easy-Peasy Steps

A big step toward better marketing reporting is using campaigns. For marketers, campaigns are the foundation of measuring the effectiveness of their team’s…
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15 Salesforce Facts You Never Knew

The world of Salesforce is certainly vast, with new updates and enhancements happening all the time. The chances are that you can learn…
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How to Interview Stakeholders (+ Translate Into Salesforce Marketing Ops)

Pardot Marketing Operations: How often do you check-in with your stakeholders? As marketers, our stakeholders are both internal and external to our organization:…
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Customizable MQL Reporting (Beyond the Pardot Lifecycle Report)

Lifecycle reporting is fundamental to Marketing Ops. Knowing how many marketing qualified leads (MQL) and sales qualified leads (SQL) you have captured in…
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Salesforce Accredited Professional Pathways

Nearly two years have passed since Salesforce announced the Accredited Professional program. These credentials are designed to prove your extensive knowledge in a…
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How to Teach Pardot (Account Engagement) in One Day – Train New Users Faster

So you’ve implemented Pardot, now what? Whether you’ve worked with an implementation partner or not, it’s crucial to ensure your users have received…
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Spring ‘23 Release for Marketing Cloud Account Engagement

The Spring ‘23 release seems to have a bit of a running theme around maintenance and technical setup, with no updates for the…
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