Category Archives: Salesforce Ben | The Drip

Salesforce Lead Object Best Practices

Posted on March 13, 2023 in Admins  Alongside Accounts, Opportunities and Contacts, Leads are one of the Standard Salesforce Objects, having their unique…
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New Salesforce Sales and Service Suites – Largest Feature Bundles Yet!

Salesforce announced their plans to offer both a Sales Suite and a Service Suite, which bundle together more features from their product suite…
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Real Time Pardot (Account Engagement) Automation Rules Retired – What’s Next?

Run automation rules in real time are scheduled for retirement in all Pardot (Account Engagement) editions in June 2023. This was announced as…
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Salesforce Marketing Ops Influencer Tips for 2023

Marketing ops is finally seen as a viable career path, and there are many ways that you can level up in this role.…
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How to Generate Dynamic List Snapshots in Account Engagement (Pardot)

Dynamic lists are a popular Account Engagement (Pardot) feature that add/remove prospects automatically whenever they match/unmatch the criteria you define on the list’s…
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Domain Health Check for Pardot (Account Engagement) Email Deliverability

The health of your email sending domain is something you should keep an eye on – it’s essential for Pardot email deliverability. Your…
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15 Salesforce Facts You Never Knew

The world of Salesforce is certainly vast, with new updates and enhancements happening all the time. The chances are that you can learn…
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How to Interview Stakeholders (+ Translate Into Salesforce Marketing Ops)

Pardot Marketing Operations: How often do you check-in with your stakeholders? As marketers, our stakeholders are both internal and external to our organization:…
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Customizable MQL Reporting (Beyond the Pardot Lifecycle Report)

Lifecycle reporting is fundamental to Marketing Ops. Knowing how many marketing qualified leads (MQL) and sales qualified leads (SQL) you have captured in…
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Salesforce Accredited Professional Pathways

Nearly two years have passed since Salesforce announced the Accredited Professional program. These credentials are designed to prove your extensive knowledge in a…
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