Category Archives: The Authors
Contact roles define the level of influence that a contact has within an opportunity account, case, or contract. Opportunity contact roles provide a…
Salesforce announced the Business Analyst certification would be available from July 2022. On paper, the Business Analyst certification is suitable for “individuals who…
I often get this question from clients: “We plan to start sending emails in Account Engagement (Pardot). How can we make sure that…
When a prospect complains about the marketing communication we send through Account Engagement (Pardot), our first reaction is to panic. Like Kübler-Ross’ “5…
One of the features that sets Pardot/Account Engagement apart is scoring categories. Not only can you see the aggregate score of all engagement…
Automation Rules are one of the most powerful tools in Account Engagement (Pardot). Whether that is your lead management or opt-in process, this…
Surprisingly, I get this question often from companies with user sync enabled: How do I add an Account Engagement (Pardot) user?
The time has come, the Pardot Classic App will no longer be accessible soon. But when will this happen, what does it mean…
Marketing Cloud Account Engagement (Pardot) and Salesforce are becoming more aligned than ever before. From Pardot Lightning, engagement history, lightning builder assets and…
Opted Out is a field found on prospect records in Pardot (Account Engagement) and is called “Email Opt Out” on Salesforce Lead/Contacts. This…
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Pardot has been rebranded as Marketing Cloud Account Engagement.