Category Archives: Salesforce and Pardot

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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What Is Salesforce Labs? Free AppExchange Apps You’ll Actually Use

I’m a massive fan of the Salesforce Labs program – I’ve lost count of the times I’ve been searching through their solutions and…
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How Do Pardot and Salesforce Work Together?

The Pardot and Salesforce integration works to keep data aligned between these two platforms. Some organizations will only need a handful of the…
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Import Data Into Pardot or Salesforce First?

Should you import data into Pardot (Account Engagement), or Salesforce? In some scenarios, the answer will be clear, as one option will offer…
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50+ Salesforce Formula Examples

When it comes to formulas, which are used in a variety of places in Salesforce, the first thing that comes to mind is…
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Adding Account Engagement (Pardot) Users with User Sync

Surprisingly, I get this question often from companies with user sync enabled: How do I add an Account Engagement (Pardot) user?
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MC Account Engagement User Permissions

Marketing Cloud Account Engagement (Pardot) and Salesforce are becoming more aligned than ever before. From Pardot Lightning, engagement history, lightning builder assets and…
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Account Engaagement (Pardot) and Salesforce Integration

Imagine standing in front of a twenty-thousand-square-foot steel warehouse full of your company’s products. How will you sell your products to customers? The…
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Account Engagement (Pardot) Select Sync Behavior for the prospect Opted Out field

Did you see the new message on the Pardot Dashboard tab? Salesforce is changing the Opted Out field sync behavior.   You must choose…
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