SMS Provisioning and Marketing Cloud on Core
As someone who primarily focuses on B2B and Account Engagement, I’ll admit I was a little lost the first time I approached the topic of SMS and Marketing Cloud...
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Erin Duncan
Salesforce Spring ‘25 Highlights: Marketing Cloud Account Engagement
While we were all preparing for the New Year, Salesforce was busy getting the Spring ‘25 release notes posted! Let’s dive into what this release has in store for...
Introducing the 2024 Salesforce Marketing Champions: Sercante Edition
Congratulations to the 2024 Salesforce Marketing Champions! We are honored and excited that some of our own Sercante dragons were selected as part of this prestigious group. Let’s get...
Announcing Marketing Cloud Advanced Edition
During the Marketing & Commerce Keynote at Dreamforce 2024, Salesforce announced the latest edition of Marketing Cloud built on Data Cloud — Marketing Cloud Advanced Edition! Expected to be...
Salesforce Winter ‘25 Highlights: Marketing Cloud Growth Edition
The Salesforce Winter ‘25 Release Notes are out! Let’s dive into what’s new in the Winter ’25 Release for Marketing Cloud Growth Edition. Streamlined Setup First things first. Salesforce...
Salesforce Winter ‘25 Highlights: Marketing Cloud Account Engagement
The Salesforce Winter ‘25 release notes are out! Let’s dive into Winter ’25 highlights and what Account Engagement (f.k.a. Pardot) users can expect to see come October. Duplicate Management!...
Big News! Account Engagement Users Can Access Marketing Cloud Growth Edition
In February 2024, Salesforce released Marketing Cloud Growth Edition, its first marketing automation platform built fully on the Einstein 1 Platform (a.k.a. “On Core”). Marketing Cloud Growth Edition has...
Salesforce Summer ‘24 Highlights: Marketing Cloud Account Engagement
Salesforce Summer ‘24 release notes are out! Let’s dive into the latest features Account Engagement marketers need to know about. Send Operational Emails with Engagement Studio Marketers can now...
Salesforce Summer ‘24 Highlights: Marketing Cloud Growth Edition
Even though Marketing Cloud Growth Edition just launched in February, it’s already receiving a ton of new features as part of the Salesforce Summer ‘24 release! I feel like...
How to Copy Account Engagement Assets to Sandbox
As part of the Winter ‘24 release, Account Engagement users gained the ability to copy assets to and from Account Engagement Sandboxes. This allows marketers to test automations and...
A/B Testing in Account Engagement Engagement Studio Programs (ESPs)
Engagement Studio Programs (ESPs) are key for nurturing prospects until they are ready to send over to your sales team. But have you ever thought about A/B testing in...
Marketing Cloud Growth Edition: Landing Page and Form Builder
Marketing Cloud Growth Edition builders enable marketers to build beautiful landing pages and forms with ease. The builders have a robust set of styling and functionality options that allow...
All the FAQs on Marketing Cloud Growth Edition
Since the announcement of Marketing Cloud Growth Edition on February 20th, we’ve been digging into the features of this new product as well as listening closely to the community’s...
How Einstein Assistant for Account Engagement Works
Einstein Assistant is the latest AI functionality for Account Engagement. With the Spring ‘24 release, Account Engagement Advanced and Premium editions can utilize generative AI when creating marketing assets....
Announcing Marketing Cloud Growth Edition
Earlier today, Salesforce announced the release of Marketing Cloud Growth Edition. This innovative new product is another option for marketing automation built natively on the Salesforce platform and comes...
Salesforce Starter: Easing Small Business Marketers into a CRM
Salesforce Starter was unveiled in August 2023 as an easy way for small-medium businesses (SMBs) to get started with Salesforce CRM. Historically, SMBs have found CRM systems to be...
What to Do When Your Account Engagement Org Gets Too Big
As your business grows, so does your Marketing Cloud Account Engagement org. And that’s a good thing. Inevitably you’ll reach a point where your org is stretched too thin. ...
Do You Need Salesforce Campaign Record Types?
Salesforce Campaign Record Types are a great feature to employ when you have varying page layouts, required fields, Campaign processes, or teams for different types of Campaigns. However, often...
Account Engagement Spring ’24 Release Features
Salesforce Spring ‘24 release notes are out! Here are the most important features coming to Account Engagement that marketers should know about. Einstein Assistant More AI functionality is coming...
Automatically Update Contact Owners to Match Account Owners in Salesforce
Recently I was perusing the Salesforce IdeaExchange for interesting features to upvote and came across a common issue with over 4k upvotes, “Automate contact owner update when account owner...
Fix Your Reports! How to Backdate Campaign “Member First Associated Date”
A Campaign Member’s First Associated Date records the date a Lead/Contact became a member of a Salesforce Campaign, and it’s a great metric to use in your reporting. First...
Creating Custom Object Records with Account Engagement and Flow
One of the great things about Account Engagement is that the same fields can be used over and over again for different interactions while keeping the full history of...
Account Engagement Lightning Builders and Scoring Categories
Account Engagement (fka Pardot) Scoring Categories and Lightning Builders are two great features to amp up your marketing and segmentation efforts, but they don’t exactly connect like typical Account...
Salesforce Winter ‘24 Release: Account Engagement New Features
Salesforce winter ‘24 release notes are out! Here are the most important features coming to Account Engagement that marketers should know about. Winter ’24 Highlights for Marketers Highlight #1...
Migrating From Marketo to Account Engagement: Key Things to Know
Adobe’s Marketo and Marketing Cloud Account Engagement (f.k.a. Pardot) are two of the most common marketing automation platforms I’ve worked with in my career as a marketer. When migrating...
How to Copy Assets Between Account Engagement Business Units
It’s here! It’s finally here! It’s the Account Engagement Business Unit Bulk Asset Copy Flow. Marketing Cloud Account Engagement (f.k.a. Pardot) Business Units have become my niche over the...
Everything You Need to Know About the Account Engagement Optimizer
Account Engagement (Pardot) Optimizer BETA was released with the Spring ‘23 new features, but it has become “Generally Available” as of the Summer ‘23 release. This new feature promises...
Salesforce Summer ‘23 Release: Account Engagement New Features
The Salesforce Summer ’23 Release Notes are out and we’ve been combing through them to see how these changes will affect our clients and readers. This post includes what...
Marketing Cloud Account Engagement Spring ‘23: New Release Features
The Salesforce Spring ’23 Release Notes are out and we’ve been combing through them to see how these changes will affect our clients and readers. In this blog post,...
Pardot WYSIWYG Editor Icon Glossary
The Pardot WYSIWYG (What You See Is What You Get) Editor Icon Glossary saved me SO much time and energy when I was first learning how to build email...
6 Creative Ways to Use Pardot Automation Rules
Pardot automation rules are a great way to set repeatable processes in motion and save yourself from repetitive admin tasks. Most Marketing Cloud Account Engagement (Pardot) users employ automation...
6 Ways to Use Segmentation Like a Pardot Pro
When it comes to email marketing, creating beautiful emails with riveting content is only half the battle. Sending emails to the right prospects at the right time is just...
Fight Email Marketing Fatigue: Pardot Recency and Frequency Dynamic Lists
With the holidays coming up, I can bet all of our inboxes are overflowing with marketing emails letting us know about can’t-miss deals, the best gifts, order before X...
Pardot Dynamic Lists: Overview and Best Practices
Dynamic lists are by far my favorite Marketing Cloud Account Engagement (Pardot) automation tool. These “smart” lists automatically update and can be used for everything from Recipient and Suppression...
Preparing for Pardot Opt Out Field Sync Changes
Summer ’23 Release Update: With this release, Salesforce is re-allowing the Account Engagement Opt-Out field to be set to “Use Most Recently Updated”. However, We’ll leave this blog post...
Get Ready for Pardot Classic App Retirement
Queue Sarah McLachlan’s “I will remember you,” because the Pardot Classic App in Salesforce is officially retiring on Monday, October 17, 2022. Remain calm! The retirement of the Pardot...
Salesforce Winter ‘23 Release: Pardot Highlights
The Salesforce Winter ’23 Release Notes are out, and they include important features for marketers who are on the Salesforce platform. We get three major releases from Salesforce each...
4 Things to Clean in MCAE (Pardot) for Faster Processing Times
Nothing is more frustrating than when you experience a slowdown in your Marketing Cloud Account Engagement (Pardot) org. I just need this one Dynamic List to run, why is...
Pardot Einstein Send Time Optimization: A How-To Guide
Balancing all the emails your teams want to send to Prospects versus how many emails the Prospects want to receive is difficult. Email your Prospects too often and they...
Campaign Reporting with Einstein for Pardot
I have a rather embarrassing story from my pre-Einstein campaign reporting days. When I started out as a Salesforce admin (i.e. I got told I was the new admin...
Identify Better Leads with Einstein + Pardot
I’ll admit, I’ve been neglecting looking into Einstein for Pardot (us admins have enough to do!). And I was somehow under the impression Einstein for Pardot came with an...
Use Clone with Related to Templatize Pardot Campaigns
As a Pardot admin, I try to stay up to date on all the new features and functionality coming to the Pardot platform. Some new features are announced way...
Everything to Know About the Pardot Lightning Email Builder
I’ve seen a lot of information about implementing the new Lightning Email Builder, but I wanted to get into the nitty gritty details of how to build Lightning Email...
New Pardot Feature: Custom Components for Email Content
The Pardot Winter’ 22 release includes a new way to add content to emails you create using the email content builder in Pardot Lightning. Custom components allow marketers to...
How to be Successful with the Pardot Drag-and-Drop Landing Page Builder
In the Salesforce Winter ’22 release, Pardot launched the new drag-and-drop Landing Page builder, which allows users to create natively responsive landing pages and control when pages are published...
Preserving Prospect Email Preferences After the New Pardot Mailability Upgrade
The Salesforce Winter ‘22 release made the Pardot Prospect Mailability upgrade permanent for all orgs. And it also introduced four new user abilities that allow for more control over...
Pardot External Activity: What It Is and How To Use It
Pardot is delivering a whole new way to leverage your prospect data in the Salesforce Winter ‘22 release. Similar to webhooks, the new Pardot External Activities feature allows users...
How To Automate Salesforce Campaign Naming Conventions
Campaign naming conventions are a must have. They keep your campaigns organized, improve reporting, and provide key information about the campaign at a glance. However, campaign naming conventions can...
Are You Ready for the Pardot Prospect Mailability Upgrade?
Pardot announced some big prospect mailability changes in their Summer ‘21 release, and those changes are becoming permanent for everyone with the Winter ‘22 release. So, let’s break down...
Creating a Pardot Spam Identification Process with Prospect Updater
Spam and junk data is the bane of my Pardot Admin existence. Nothing irks me more than seeing sales was notified of a form fill from [email protected], or that...
How to Audit Dynamic Content and Variable Tag Usage with the Pardot API
Incorporating dynamic content and variable tags is an excellent way to personalize your emails, forms, and landing pages. But viewing where dynamic content and variable tags are in use...
Planning for your Pardot Business Unit Implementation
Implementing Pardot Business Units (PBUs) is like putting together a very intricate puzzle where you have to analyze each piece before putting it into place. There are a lot...
Pardot Marketing Data Sharing: Tips, Gotchas, and Setup
Wait, what is Marketing Data Sharing?!? If you are not familiar with Marketing Data Sharing, it essentially allows you to restrict which leads, contacts, opportunities, and/or custom objects are...
Upgrading to the Salesforce-Pardot V2 Connector
In this post I’ll cover all the considerations and options you have when upgrading your pardot connector and help you squash those “this upgrade is irreversible” anxieties.
Creative Ways to Personalize Your Marketing with Pardot Advanced Dynamic Content
Before we dig into the meat of this post and some cool ways you can personalize your marketing efforts with Pardot Advanced Dynamic Content, let’s take a step back...
Pardot Scoring Category Basics: What, How & Why
Have you updated your scoring & grading recently? This is one of the most impactful and often underutilized areas of Pardot. In a recent blog post, I broke down...
Pardot Grading 101: How to Rate The Quality of Your Prospects
Pardot Grading is a great way to identify prospects who meet your ideal buyer persona, but I find a lot of Pardot users neglect to set up their Grading...
How to Update Salesforce Picklists & Keep In Sync with Pardot
A question I come across a lot in the Pardot and Salesforce Success Community is how to change Salesforce picklist values on a field synced with Pardot. A recent...
Junk Data in Your Pardot Org: Why it Matters and How Admins Can Mitigate & Manage It
Junk data — it’s an inevitable problem in any Marketing Automation system. I’m talking about the [email protected] prospects of the world and other erroneous records that you just don’t...
Why Tags are the Raisins of Pardot & 5 Use Cases for Them
The team at Sercante gets along pretty well most of the time. But there are two pervasive areas of contention that will get our crew fired up real quick:...
Pardot Operational Emails: 7 FAQs on How & When to Use Them
Are you trying to send something to opted out prospects in Pardot and wondering if operational emails could be a fit? This article breaks down everything you need to...
