Category Archives: The Authors

Building Double Opt-In With Pardot (Account Engagement)

Double opt-in, also known as ‘confirmed opt-in’ is how a new subscriber confirms that, a) they were the person who signed up, using…
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10 Spooky Things Creeping Around Pardot (Account Engagement)

Every professional working with Pardot (Account Engagement) and Salesforce has experienced org terrors. Whether unexpected issues that sneak up on you or malpractice…
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New: Get Demo Orgs for 20+ Salesforce Products

When I started with Salesforce, the Demo Org (Developer Edition org) was my go-to for everything. Before the days of Trailhead, scratch orgs,…
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Pardot Forms: 12 Things You Should Know

Pardot forms are simple to set up and maintain (mostly) from within the point-and-click Pardot form builder. Select which fields you want prospects…
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50+ Salesforce Formula Examples

When it comes to formulas, which are used in a variety of places in Salesforce, the first thing that comes to mind is…
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How to Do Round Robin Assignment with Pardot (Account Engagement)

One of the key things to get right between Pardot and Salesforce is how we hand off prospects to sales. Some organisations have…
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Manage Repeat Customers with Salesforce + Pardot (Account Engagement)

We’ve been thinking about how some organizations don’t fit the mold that’s typical for Pardot (Account Engagement) customers. How you welcome back existing…
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Only Create Salesforce Leads From Pardot (Existing Customers as New Leads)

We’ve been thinking about how some organizations don’t fit the mold that’s typical for Pardot (Account Engagement) customers. How you handle existing Contacts…
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What are Account Engagement (Pardot) External Actions and External Activities?

If you ask anyone in Salesforce, “What’s new with Account Engagement (Pardot)?” they will probably say, “Extensibility.” Salesforce has been dutifully dedicating resources…
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Pardot Dynamic Lists for Faster Segmentation (+ 10 Examples)

As Lists are the backbone of Pardot (Account Engagement) segmentation, you can think of Pardot Dynamic Lists as the muscles. Any marketer will…
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