Category Archives: Salesforce Automation

Account Engagement Copy Between Business Units- Bulk Asset Copy Flow

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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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Track Which Marketing Campaigns Are Driving Salesforce Tasks

Salesforce Tasks have been around for quite a long time, acting as a bridge between different teams and team members. When it comes…
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10 Ways Salesforce Automation Maximises Pardot Marketing

Pardot is so closely connected to Salesforce (relative to other marketing automation vendors) that Pardot can leverage Salesforce automation capabilities. This opens up…
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