Category Archives: The Authors

Can ChatGPT Replace a Salesforce Marketer?

In the past months, we’ve heard about the whirlwind of generative AI capabilities that are being brought to the Salesforce platform. With AI…
Continue reading

6 Tips for Audience Lists in Pardot (Account Engagement)

As a consultant, one aspect of my job is to train users on the platform. When I train new users on Account Engagement’s…
Continue reading

Qualifying Existing Contacts from Account Engagement

When designing a lead lifecycle, organisations will typically focus on the journey for a net new lead. Salesforce and Account Engagement’s out-of-the-box features…
Continue reading

How to Bulk Download your Account Engagement (Pardot) Files

Those of you with long-lived Account Engagement instances (from back when it was called Pardot 😁) may have file repositories with a lot…
Continue reading

Why Pardot Score Changes Are Missing From Prospect Activity

Have you ever noticed that a prospect’s score changes doesn’t add up with their activities? While the prospect’s overall score has increased (in…
Continue reading

The One-Stop Shop for All of Your Enterprise Data [In-Depth Overview]

Access, report on, and manipulate records from multiple data sources (such as your Salesforce instance or BI solution) seamlessly within the same easy-to-use…
Continue reading

How to Test Pardot (Account Engagement) Automation and Assets

For marketers – specifically, the team you have supporting marketing operations functions in your organization – your marketing technology stack is at the…
Continue reading

How to Use the Case Object with Account Engagement (Pardot)

This is a guest post written by Timo Kovala. He is a Lead Marketing Automation Consultant with Biit. He holds 10 Salesforce certifications…
Continue reading

Price Beyond the Product: Counting the Hidden Costs of Salesforce Implementations

Could your Salesforce implementation be costing your company more than you realize?
Continue reading

How to Create Custom List Views for the Email Content Object of the Lightning Email Builder

This article pertains to the Account Engagement Lightning Email Builder, and the associated Email Content tab in the Account Engagement App in Salesforce-
Continue reading