Category Archives: The Authors
When it comes to formulas, which are used in a variety of places in Salesforce, the first thing that comes to mind is…
One of the key things to get right between Pardot and Salesforce is how we hand off prospects to sales. Some organisations have…
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…
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…
If you ask anyone in Salesforce, “What’s new with Account Engagement (Pardot)?” they will probably say, “Extensibility.” Salesforce has been dutifully dedicating resources…
As Lists are the backbone of Pardot (Account Engagement) segmentation, you can think of Pardot Dynamic Lists as the muscles. Any marketer will…
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…
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Pardot has been rebranded as Marketing Cloud Account Engagement.