PARDOT BLOGS FROM AROUND THE WORLD

PARDOT ARTICLES WRITTEN BY EXPERTS

Every week we gather and categorize all the Pardot articles across the interwebs, internet, and blogospheres.

All Pardot Geeks Reporting Salesforce Ben | The Drip Pardot Sandboxes Engagement Studio Pardot Lead Source Lead Management Lead Scoring Pardot Careers Pardot Consulting Solution Architect Nebula Consulting Pardot Tracker Domains Connectors Lead Routing Leads Pardot Certifications Salesforce Engage Salesforce Automation

Salesforce Campaign Hierarchies and Best Practices for ROI Reporting

Earlier this month the Salesforce Account Engagement (fka Pardot) Community Group in Melbourne, Australia hosted a meeting focused on campaign hierarchies and ROI reporting. They were joined by Stephen Stouffer, VP of Marketing Ops with SaaScend. Stephen shared how to build out your Salesforce Campaign Hierarchy and ways to add your prospects to campaigns based on UTM attribution so that…
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Pardot ROI Reporting

3 Strategies to Prevent Audience Fatigue and Marketing Saturation

Weeks before his death, Einstein advised, “Try not to be a success, but rather to be of value”. He was obviously referencing the need for present-day marketers to reach desired outcomes through high-value communications with subscribers.
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Pardot Sandboxes

Pardot Sandboxes: What They Can, and Can’t Do

In the early days of my consultancy career, I started working on multiple projects that required a fully mirrored production environment, known as a sandbox. However, Pardot Sandboxes are a relatively new feature, and so, the documentation is somewhat lacking. There are definitely some limitations that you need to be aware of before using a Pardot Sandbox. 
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Salesforce Sales Engagement

Exploring Sales Cloud Features – Upgrade or Add-On?

Salesforce offer different editions of their product which grant access to the specific Salesforce products and features your organization purchases.
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Engagement-Studio-Wait-Times

10 Rules for Pardot Engagement Studio Wait Times

The main aim of Account Engagement (Pardot) Engagement Studio is to set up campaign automation that treats each prospect as an individual.
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Sales Cloud

What Is Salesforce Sales Cloud?

Sales Cloud is the Salesforce ‘cloud’ product with tools and technologies to aid sales teams to do their work more efficiently and effectively. Productivity boosting features include core lead, pipeline management and forecasting, AI-insights, coaching tools for managers, connectivity to other channels (e.g. telephony, text messages, LinkedIn InMail), sales cadences (to help with outreach), a robust to-do list to better…
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Pardot Lead Source

Let’s Talk About Salesforce Lead Source

Lead Source in Salesforce is a field which states where leads came from, indicating which channels produced the greatest number of new leads and, down the line, which generated the most revenue (won opportunities). Lead Source is a picklist field: in other words, a field that can only contain a value from a set list. 
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Salesforce-Lead-Management-5-Ways-to-Optimize-Your-Workflow

Salesforce Lead Management: 5 Ways to Optimize Your Workflow

We all know that Salesforce is a powerful Customer Relationship Management (CRM) platform that helps businesses manage their leads, contacts, and customer data. Salesforce is also an invaluable tool for businesses looking to optimize their lead management workflow, improving their velocity from generating a lead to winning as many sales opportunities as possible.
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SFB_Architect-success_Multi-cloud-expertise

What Does a Salesforce Solution Architect Do – And How Do You Become One?

Salesforce Solution Architects are responsible for designing quality, scalable, and performant solutions inside Salesforce, ensuring it all fits together into a coherent and attractive solution.
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Validate your Email Sending Domain in Account Engagement (Pardot)

One of the changes for Account Engagement in the Spring 23 Release is a new way to validate your email sending domain. If you’ve been using Account Engagement for a while, chances are you set up your domain during implementation and haven’t thought much about it since. So, what does this change mean and what do you need to do?
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Pardot Connectors

Connectors vs. Custom Integrations – What’s Right for Your Salesforce Marketing Stack?

Pardot (Account Engagement) offers connectors that integrate third-party platforms with your core marketing automation database and processes. These ‘plug in and play’ integrations are ready to use within a few clicks. The reality is that every organization is different. You may find that these connectors are not adaptable enough to cater to your system, including which data points are passed…
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Salesforce Lead Object Best Practices

Posted on March 13, 2023 in Admins  Alongside Accounts, Opportunities and Contacts, Leads are one of the Standard Salesforce Objects, having their unique related functionalities, behavior, and of course, considerations. In this post, we will deep dive into a few ways to ensure you make the most out of your Salesforce Lead object with out-of-the-box functionality, as well as point-and-click…
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Account Engagement (Pardot) Consultant Exam Prep Series (2023)

Currently Salesforce offers two certifications for Account Engagement (fka Pardot): Pardot Specialist and Pardot Consultant. Last year I teamed up with fellow Salesforce MVP Lara Black on a three-part series for the Pardot Specialist exam. She and I have heard from many people both online and in person that the series helped them to pass the exam. That’s exactly why…
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Sales Engagement Pardot

New Salesforce Sales and Service Suites – Largest Feature Bundles Yet!

Salesforce announced their plans to offer both a Sales Suite and a Service Suite, which bundle together more features from their product suite than ever before. The objective is twofold. Firstly, it’s to “help any company unlock cost savings and create exceptional customer experiences”. Secondly, “Salesforce Suites simplify tech stacks and reduce total cost of ownership” – as opposed to…
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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 part of the Spring ‘23 release.
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