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

All Nebula Consulting Pardot Tracker Domains Lead Management Lead Routing Lead Scoring Leads Salesforce Ben | The Drip Pardot Certifications Pardot Geeks Salesforce Engage Salesforce Automation Pardot Admin Uncategorized Greenkey Digital Unfettered Marketing Engagement Studio Pardot Segmentation Invado Solutions Email Delivery

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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Salesforce Lead Object Best Practices

Posted on March 13, 2023 in Admins  Share this article... 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…
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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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How to Run a Successful Global Account Engagement (Pardot) Account

Running any Account Engagement (Pardot) account can be a challenge, but even more so when your teams are based around the world.
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Learn Pardot

How to Learn Pardot Fast

Pardot is a marketing automation platform that helps businesses to generate more leads and engage with their customers more effectively. If you’re looking to learn Pardot, here are some steps you can follow: Trailheads and TrailMixes: The fun way to learn Pardot Whether you’re a Pardot admin just starting out, a graduate fresh from college looking to learn more about…
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Deep Dive into the Optimizer

What is the Optimizer? The Optimizer gives marketers a big-picture look at the health of their Account Engagement systems to improve email send times, speed up automation processing, and more.   Marketers can see which recommendations are critical for clean-up and which can be a lower priority.
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Use this simple trick to quality check your list email builds before sending

You should be using the built in email render testing in Account Engagement (F/K/A Pardot) to check the appearance of your emails before sending every single time. This feature is, unfortunately, only available in the higher package levels. If you have it, you should be using it.
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Flows vs Engagement Studio: What to use When?

I recently gave a talk to the Philadelphia Trailblazer marketing user group, discussing how to think about and apply the two multi-step automation tools that we have available to marketers using Account Engagement (Pardot). These tools are Engagement Studio and Salesforce Flows. There's also some cool tips on expanding the capabilities of Conditional Completion Actions.
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Pardot Marketing Ops

Salesforce Marketing Ops Influencer Tips for 2023

Marketing ops is finally seen as a viable career path, and there are many ways that you can level up in this role. However, like in the wider ecosystem, many professionals in the market are experiencing a great many shifts – from job changes and layoffs to downsizing, the system is in flux. 
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Files in Account Engagement (Pardot)

As with all digital platforms, it is impossible to work in Account Engagement (Pardot) without relying on files. The company logo, your latest whitepaper, or a Javascript file doing all the magic on your forms, all of these exist on the platform as files. However, we often take them for granted without thinking about how they should be used. Now,…
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Pardot Dynamic Lists

How to Generate Dynamic List Snapshots in Account Engagement (Pardot)

Dynamic lists are a popular Account Engagement (Pardot) feature that add/remove prospects automatically whenever they match/unmatch the criteria you define on the list’s settings.
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How to Enable a Domain on a CMS Channel for the Pardot Lightning Email Builder

If you are setting up the new Email and Landing Page Builders for Marketing Cloud Account Engagement (Pardot), and can’t select a channel in the last step of the setup process, then this tip may be helpful for you.
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Pardot Email Delivery

Domain Health Check for Pardot (Account Engagement) Email Deliverability

The health of your email sending domain is something you should keep an eye on – it’s essential for Pardot email deliverability. Your sending reputation is how Email Clients/ISPs (Internet Service Providers) decide whether to let your email into the recipient’s inbox, or not.
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