Category Archives: The Authors

It’s Time to Master Lead Scoring in Pardot!

Welcome to our in-depth step-by-step guide on unleashing the power of lead scoring in Pardot! Let’s walk you through every stage of setting…
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Automation Cookbook

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4 Operational Use Cases for Engagement Studio in Account Engagement (Pardot)

If you’ve been exploring Account Engagement (formerly Pardot), then you will have come across Engagement Studio – the flagship feature that gives you…
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Enable Field History Tracking for Email Opt Out

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6 Einstein 1 Marketing Features I’d Like To See

Salesforce has been rapid to roll-out multiple generative AI capabilities that enhance their existing technologies. We first saw Einstein GPT (with marketing use…
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Org-Wide Email Addresses – What Are They and Why Do I Need Them?

Org-wide email addresses in Salesforce are email addresses that will be used by the Salesforce org to send emails from within Salesforce. They…
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Pardot (Account Engagement) Reverse Syncing: Create Salesforce Contacts Not Leads

When a prospect first syncs from Account Engagement (Pardot) to Salesforce, the connector will create a lead record which continues through your organization’s…
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Mastering Engagement Studio Advanced Logic

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The End-to-End Salesforce Implementation Checklist

What began as a CRM solution focused on sales teams has now evolved into a suite of products, covering not only sales, but…
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How to build Round-Robin Lead Assignment in Account Engagement

Did you know that in the early days of Pardot (Account Engagement) that you actually had a choice of more than one CRM…
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