Category Archives: Salesforce Ben | The Drip
Pardot forms are simple to set up and maintain (mostly) from within the point-and-click Pardot form builder. Select which fields you want prospects…
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…
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…
When a prospect complains about the marketing communication we send through Account Engagement (Pardot), our first reaction is to panic. Like Kübler-Ross’ “5…
Opted Out is a field found on prospect records in Pardot (Account Engagement) and is called “Email Opt Out” on Salesforce Lead/Contacts. This…
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Pardot has been rebranded as Marketing Cloud Account Engagement.