Category Archives: Salesforce and Pardot

Insights Into Salesforce’s Shifting Product Strategy

Posted on August 28, 2023 in Admins  After following a consistent product strategy for many years, Salesforce’s approach to its product portfolio has…
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Why Salesforce Accounts Need Contacts (And 6 Ways to Add Them)

Accounts in Salesforce are more important than you may think. An Account record is the cockpit for sales, service, and marketing teams –…
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How Marketing Data Sharing works in Pardot with new Leads and Contacts

Marketing Data Sharing in Account Engagement (Pardot) is confusing.
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Eliminate Data Silos With Seamless Integration Into Salesforce [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…
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Price Beyond the Product: Counting the Hidden Costs of Salesforce Implementations

Could your Salesforce implementation be costing your company more than you realize?
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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-
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How to Build a Solid Martech Stack With Pardot (Account Engagement) + Salesforce

According to a survey by Gartner, companies use only 42% of their martech stack capabilities. I believe this boils down to marketers being…
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Pardot Scoring

How to Create Salesforce Star Rating Formula Fields for Prospect Score

You can visually display prospect engagement or quality with a rating field on Salesforce Lead or Contact records. For example, you can take…
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Salesforce Account Object Best Practices

Out of the box, Salesforce has quite a few objects and fields readily available for you and your team to use. These help…
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Salesforce Labs App Demo: Account Engagement Automates… Record Creation!

The Salesforce Marketer Group (Pardot) in Tampa was joined by Amanda Benjamin, Jacqueline Fassett, and Chris Bayerle from the Salesforce Labs team to…
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