Category Archives: Salesforce Automation

Account Engagement Copy Between Business Units- Bulk Asset Copy Flow

Skip to content
Continue reading
Pardot Real Time Automations

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…
Continue reading

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…
Continue reading
salesforce automations

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…
Continue reading