The Spot For Pardot - A digital hub for Team Sercante & Andrea Tarrell

Work Confidently in Pardot through Quality Assurance Testing

Feel more confident as a budding admin or end user by kicking ass at Pardot quality assurance testing. (includes downloadable PDF checklist)

We’ve all been there before. Everything is set up in Pardot for an email or engagement studio program. But the fear hits before clicking the button to launch it. Is everything set up so it tracks correctly? Could there be a typo or broken link somewhere? This is where checklists and quality assurance (QA) testing are helpful.

Pardot Protected Campaign Member Statuses Solution

Get a solution for Protected Campaign Member Statuses in Pardot and step-by-step instructions for installation.

We go through all the effort of setting up beautiful Salesforce Campaigns, naming standards and maybe even a hierarchy. The next challenge in completing your beautiful work of campaign art is getting a hold on your Campaign Member Statuses for each campaign.

5 Steps to Pass the Pardot Specialist Certification Exam

Whether you’re an experienced Pardot admin or relatively new to the Pardot platform, passing the Salesforce Pardot Specialist Certification exam is a great way to demonstrate your skills and expertise.

In this article, I share the five steps I took to pass the Pardot Specialist Certification exam – reviewing the exam resources, studying, taking practice exams, harnessing key test-taking strategies, and preparing to meet the exam requirements. In each step, you’ll find tips and strategies plus links to guide you through this process.

Ready to dive in? Let’s do this.

Recipe for success: Pardot B2BMA columns to rows

Change your data columns to rows in Pardot B2B Marketing Analytics/Tableau CRM

Has this ever happened to you? You wish you could change your Pardot B2BMA data from columns to rows.

You have all the Pardot B2B Marketing Analytics data you want in a single column, but you need to create B2BMA reports that show the data as rows.

Announcing The Spot for Pardot Jobs

We’re thrilled to announce a new platform we’ve launched for finding and posting jobs related to Pardot and Salesforce.

Supporting the Pardot community by sharing knowledge built the foundation for The Spot for Pardot in the Salesforce ecosystem. The Spot for Pardot Jobs hatched from that idea.

We already share how-to guides, career advice, and occasional war stories with the community. So, we decided to kick it up a notch by helping marketing professionals find opportunities working with Pardot and other technology tools.

Use Accounts as Campaign Members in Pardot

The ability to designate Pardot Accounts as campaign members is finally here!

Included in the Salesforce Spring ‘21 release is a beta feature that’s going to make many Pardot admins and users happy.

Here is what you need to know so you can get started using the new Accounts as Campaign Members feature in Pardot.

Supercharge sales ‘speed to lead’ with clean Pardot data

When speed to lead is important, clean Pardot data is key.

In sales, a lot can be said about timing. Catching a prospect on a good day, at the right time and with the right question or topic can fast-track a deal you’ve been chasing for months. And as marketers, we are in the unique position to ensure that we start the lead process off with the best timing by focusing on ways to increase, what sales calls, our ‘speed to lead’.

3 Soft Skills That Make A Pardot Admin Awesome

User roles within Pardot are often discussed from the perspective of capabilities rather than core competencies. A quick google search for “Pardot Admin” will tell you what an admin has access to. Still, little guidance is given around the skills, perspectives and competencies that Pardot Admins need to be wildly successful.

In our guide to being an exceptional pardot admin, we talked about perspective, how adjusting how we think, talk, and tackle Pardot can help unlock its full potential. This post will focus on competencies, notably how awesome Pardot Admins can simplify complexity and make Pardot accessible to everyone.

Watch the Data Flow into Pardot with Zapier

If you’re like me, then you often work with marketing tools that do not integrate nicely with Pardot forms.

Maybe they claim to have a ‘direct’ integration with the tool. However, we all know it’s nothing more than a Salesforce integration.

#annoying

Don’t give up! There is a way around this common frustration.

Enter Zapier webhooks, which you can use to bring data into Pardot.

Sercante’s Guide to Becoming an Exceptional Pardot Admin

In 2004, I received a prestigious award “Outstanding Achievement in The Field of Excellence”. If I’m honest, it was printed by my best friend— he’s much smarter than I, so I didn’t challenge it. You can win the award as a Pardot Admin using this template…that was an easy guide to write! 😁

While I genuinely believe each of you deserve the above award, I must admit that being an exceptional Pardot Admin requires a bit more work. It’s not a destination or an end state; it’s about enhancing and changing how we think, talk and tackle Pardot as power users. So let’s start with changing how we think about Pardot.