Category Archives: The Authors

6 Benefits of Account Engagement’s Integration into Salesforce

Companies must consider many factors when choosing a new marketing automation platform. One crucial consideration is integration with the Customer Relationship Management (CRM)…
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How to build a Salesforce report on Pardot prospects who completed a form

Do you need to create a report in Salesforce of Account Engagement (Pardot) Prospects who completed a form?
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How to build promo and referral code campaigns in Account Engagement (Pardot)

In this session, Mark Somers returns to share how to leverage custom objects and flow to automate Promotional or Referral codes in your…
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Enabling Marketing Cloud Growth: First Impressions

Marketing Cloud Growth is the new product from Salesforce that’s causing quite a stir. With two established marketing automation platforms already, why has…
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How to report on post-Pardot campaign sales activities in Salesforce

Being able to report when a campaign member from a form completion in Account Engagement (Pardot) becomes related to an opportunity is important.But…
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How to build Account Engagement (Pardot) reports in Salesforce

One of the great things about Account Engagement (Pardot)’s native integration with Salesforce is the ability to build Pardot reports in Salesforce using…
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How to build scoring categories in Account Engagement (Pardot)

Account Engagement (Pardot) enables marketing teams to build scoring categories around specific products and more.
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Mistakes were made: how best to use wait periods in Pardot Engagement Studio

Not too long ago I made a rookie mistake with an Engagement Studio that I had built in Account Engagement (Pardot).all)
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Harness the Power of Harmony

Salesforce Marketing Cloud Engagement and Account Engagement for effective marketing strategiesMisha Sheth·FollowPublished inSlalom Technology·4 min read·8 hours ago--Photo by Andrew Moca on UnsplashThe…
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How to build your own surveys in Account Engagement (Pardot)

The landscape of survey options for digital marketers is vast. With so many available tools, it is understandable that building your own could…
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