Category Archives: Pardot Admin

Summer ’24 Broke Lead Assignment Notifications in Account Engagement

I don't normally blog about known issues, but this one is likely to have widespread impact on many Account Engagement (Pardot) orgs and…
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Move Account Engagement (Pardot) Assets between Sandbox and Production

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Account Engagement (Pardot) Importing Prospects

Prepare your spreadsheet and save it as a .csv file.  If you are grabbing prospects from Salesforce, ALWAYS include the CRM ID (column…
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How B2B Marketing Analytics can monitor Pardot database churn

In a previous post I shared a low-fi way to track opt-outs and database churn inside your Account Engagement (Pardot) org.
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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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7 Things That Trip Up New Account Engagement (Pardot) Admins

Whether you’re an accidental admin or you’ve been tasked to take over an existing Account Engagement (Pardot) instance, the first few times on…
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Guide to Collision Control for Marketing Cloud Admins

Collision control, also known as saturation control or frequency capping, restricts the number of emails someone can receive from your organization in a…
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3 Ways to Create Dummy Data in Salesforce

Have you ever created a new Developer org, or spun up a new Sandbox, only to realize that you’re going to need a…
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Downloadable User Guides for Account Engagement

All your downloadable User Guides for Account Engagement in one place.
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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…
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