Category Archives: The Authors

Pardot Progressive Profiling Form Tutorial & Examples

Progressive Profiling is an out-of-the-box Pardot Form feature. When a prospect returns to a form, only form fields that the prospect has not…
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Salesforce Marketing Cloud Implementations: What’s the Consultant’s Role?

Salesforce Marketing Cloud implementations involve setting up a new Marketing Cloud account, or making a specific enhancement to an existing account. There are…
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Change to Account Engagement (Pardot) File Access Behavior

It was one of the most annoying aspects of storing a file in Account Engagement (Pardot), and rather hard to justify to someone…
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Email Verification Tools for Pardot (Account Engagement)

Email addresses are the lifeblood marketing automation. Invalid, old, or dummy email addresses cause high email bounce rates, which eventually will lead to…
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10 Ways to Get Started With Marketing Ops

Marketing ops is a challenging, yet exciting role for any professional that is tuned into the art of marketing campaigns, and also the…
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Webhooks and External Actions in Account Engagement (Pardot)

In 2022 Salesforce released External Actions and External Activities for Account Engagement (Pardot). It is the latest innovation to come to Account Engagement…
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How to Send Birthday Campaigns with Pardot (Account Engagement)

Birthday campaigns touch prospects on their special day – a simple greeting, perhaps with a discount. This personal, and unexpected interaction gets your…
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How Do Pardot and Salesforce Work Together?

The Pardot and Salesforce integration works to keep data aligned between these two platforms. Some organizations will only need a handful of the…
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Pardot Archive and the Recycle Bin – What to Delete When

Marketing databases need regular cleaning, and archiving records in Pardot (Account Engagement) is a large part of the upkeep. Archiving can cause confusion…
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How to Become a Salesforce Consultant – The Next Step in Your Career Path

Salesforce Consultants implement and optimize Salesforce products in an effective and scalable way that is in line with their clients’ requirements. With a…
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