Category Archives: The Authors

Account Engagement (Pardot) Select Sync Behavior for the prospect Opted Out field

Did you see the new message on the Pardot Dashboard tab? Salesforce is changing the Opted Out field sync behavior.   You must choose…
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Scoring and grading in Pardot: What is it and how does it work?

Recently the Pardot / Account Engagement User Group in Melbourne, Australia held a meeting to discuss scoring and grading in Pardot / Account…
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Simplify Prospect Opt Out Update

In the Winter’22 release, admins will have the option to set whether Salesforce or Pardot is the source of truth (the winner) for…
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Maximize Pardot Dynamic Content for Prospect Personalization

Pardot Dynamic content is how you can personalize “Account Engagement” marketing assets such as emails, landing pages, forms, and your website. Use dynamic…
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Quick Tip: Closing a Form Editing Session

My Coworker is on vacation and they have an active editing session on a form. Pardot lets me edit the form anyway, but…
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Slack Markdown, @Mentions, and other Tricks for the New MCAE (Pardot) Slack Connector

Now that the Pardot (Marketing Cloud Account Engagement / MCAE ) Slack connector is out of beta, more people are probably willing to…
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Cookieless Future + Salesforce Marketing Data

If you work in marketing, chances are that you already know that third-party cookies are being depreciated, soon to become a thing of…
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Creating Effective Account Engagement (Pardot) Completion Actions

Need a simple automation whenever a prospect takes action? Use a completion action! Completion actions are one of the foundational automation tools in…
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How to Connect B2BMA Components (That Use Different Datasets)

When using Pardot B2BMA (B2B Marketing Analytics), there may come a time when you want to tweak the dashboards to use your own…
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Building a Cross-Team Account-Based Marketing Machine

Account-based Marketing (ABM) is a collaborative and cross-functional strategy that has swept B2B marketing dialog over the past few years. While it’s been…
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