Category Archives: Salesforce Campaigns

Best Practices for Salesforce Child Campaigns and Pardot (Account Engagement)

Salesforce campaigns are a powerful tool which you can use to facilitate the organization and reporting of your marketing (or other) initiatives. They can…
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20 Most Popular Salesforce Admin & Developer Blogs 2023

A key trait of any Salesforce professional is the drive and mentality to always be learning. Luckily, a huge number of people love…
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Simplify Your Campaign Structure With 6 Easy-Peasy Steps

A big step toward better marketing reporting is using campaigns. For marketers, campaigns are the foundation of measuring the effectiveness of their team’s…
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How to Import Leads or Contacts into Salesforce Campaigns

Salesforce Campaigns have existed since the dawn of time, but have been receiving more attention now that Pardot (Account Engagement) is growing more…
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Pardot (Account Engagement) Connected Campaigns: Set Up Steps + Tips

Salesforce Connected Campaigns enable you to connect Pardot Campaigns and Salesforce Campaigns. If you didn’t know there was a difference, don’t worry. Pardot…
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Creating Pardot Connected Campaigns

How do you show ROI for Pardot marketing campaigns? For years marketers struggled to figure this out. They either made assumptions or went…
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Accounts as Campaign Members with Salesforce (and Pardot, MCAE)

Accounts as Campaign Members is a feature within Salesforce that allows you to report on Campaign activity at the Account level. Simply put,…
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Create Campaign Member Statuses Automatically with Salesforce Flow

Salesforce campaign member statuses are hugely important but are often overlooked, or not used properly. The breakdown of which prospects are interacting, and…
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7 Tips for Working With Salesforce Campaign Member Status

All Campaign Members in Salesforce have a “status” which describes the level of engagement the individual has had with the Campaign. Campaign Member…
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Salesforce and Pardot Naming Conventions Best Practices

When your organization is implementing systems like Salesforce and Pardot, they are likely focused on the automation features that will soon be making…
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