Category Archives: Salesforce and Pardot

Pardot

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…
Continue reading
Pardot and Salesforce

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…
Continue reading
Pardot Diagram Journey

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…
Continue reading
Account-Engagement-Development-Suite

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…
Continue reading

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?
Continue reading

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…
Continue reading

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…
Continue reading

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…
Continue reading

Are you ready for Multi-Factor Authentication (MFA)?

There’s been a lot of talk about security these past couple of years so it’s great to see Salesforce changing their requirements to…
Continue reading
DRIP_mapping-pardot-custom-fields_4

Pardot Custom Field Mapping with Salesforce: The API Field Name Trap

Pardot custom field mapping is more challenging than you may think. In Pardot, you have the Prospect object – in Salesforce, however, there…
Continue reading