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The marketing magician has many tricks in the Marketing Cloud Account Engagement (Pardot) toolkit. One of those magical tools is the Pardot custom redirect. What makes a Pardot custom...
If you’re like me, you hate spending half your life looking for things that have been filed already. I have reports in CRM Analytics and Salesforce, and it feels...
How often do your Salesforce and marketing platform admins talk to each other? Very little Not at all Only when things go wrong If you selected any of...
Sometimes the standard Campaign Influence models that come with Marketing Cloud Account Engagement (Pardot) just don’t quite fit what you are looking to measure. We recently went through the...
Not sure which Salesforce marketing reporting tool is the best for showing the results of your campaigns? With so many to choose from between Salesforce CRM, Marketing Cloud Account...
Salesforce and Pardot connected campaigns bridge two distinct campaign reporting functions into one powerful feature. Prior to 2019, Salesforce and Pardot campaigns were independent of each other. But with...
Salesforce has robust native reporting capabilities that come out of the box. But what happens when you need more? What CAN you do? This Salesforce native reporting overview will...
With Pardot B2B Marketing Analytics Plus, you are able to bring external data, use an intuitive and customizable dashboard, activate Discovery Stories, and take advantage of Einstein Prediction Builder....
In this blog, we will talk about data completeness, data hygiene, and data completeness KPIs to get you to have a better understanding and practice with Pardot B2BMA as...
The Salesforce Summer ‘22 Release is sending lots of love to CRM Analytics (formerly Tableau CRM) users in the form of updates and new features that make reporting work...
Getting marketing team access to your Salesforce org breaks down company siloes and can lead to enriched data you can use for things like Einstein campaign reporting. So, you...
Picture the scene… You’re using a custom amount field on your opportunities (or even multiple amount fields) in Salesforce. You notice that your Salesforce Campaign Influence reports are not...
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...
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...
Looking for a way to capture lead source data from across pages on your website and pull that data into your CRM? Since we use Marketing Cloud Account Engagement...
Twice in the span of less than a week, two different clients had questions or issues related to Salesforce campaign activation. I had my fair share of questions and...
On October 14 2021, Google announced a replacement for Universal Analytics, which they’re calling Google Analytics 4 (GA4). You might be wondering, how does this impact our businesses’ use...
Ever wonder how you can optimize real estate in your Salesforce CRM Analytics (formerly Tableau) dashboard? A great option is using toggles. There are several types of toggles. You...
We marketers have pivoted our strategies to comply with GDPR in the past, but a recent court ruling may have us scrambling to change the way we use Google...
Ever wished you could facet, filter and do other magic on a dataset that also had aggregated data from a summary table in Tableau CRM? There is a way!...
Are you embarking down the Pardot Business Unit (PBU) path with your org? There are a number of considerations when choosing if multiple business units are right for you....
In September 2021, Apple privacy changes will start having a big impact on Pardot email marketing reporting metrics. Are you ready to pivot your reporting strategy in response to...
Integrating Pardot with Zoom webinars allows you to not only collect prospect activity in real time, but also track attendance, handle communications, and send sales new leads quickly and...
Learn how to change your data columns to rows in Pardot B2B Marketing Analytics/Tableau CRM.
Collecting accurate data is essential to your marketing strategy so you can continually optimize it to fit your goals. In most cases, companies capture data through form submissions and...
Capturing data is a key piece of any marketing strategy. It’s imperative that you capture the right data so you can continue improving your marketing efforts. Pardot is the...
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...
As our Pardot integrations are coping and adjusting to using the Pardot API with Salesforce SSO users, one of the new requirements is to provide the Pardot Business Unit...
Sitecore is a powerful Website Content Management System. We can use Sitecore and Pardot together to great effect. There are a few Sitecore capabilities which we will want to...
As a marketing team, you spend tons of time and resources building marketing campaigns that drive people to your website. Your website is the perfect place for prospects to...
Splash – a super-powerful event marketing platform – helps organizations make in-person and virtual marketing efficient and successful. Splash lets you create branded registration forms, custom event promotions like...
A common theme that I’m hearing from clients is the need to show demonstrated ROI related to their marketing initiatives. Sound like anybody you know? I recently posted about...
BY MIKE MORRIS What you don’t know about auto-association could be completely ruining your campaign influence reports in Salesforce. Let that sink in. Now that I have your attention,...
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...
This week, you may have noticed lower-than-average email deliverability from your Pardot email sends. That’s probably because of the Barracuda Email Firewall issue that occurred this week, which incorrectly...
The Pardot Google Analytics connector is awesomesauce. And it’s remarkably low maintenance — but there are some nuances, and it’s still one of the things I get the most...
We have more data than ever to gauge marketing performance. The Don Draper era: “I know half of my advertising is wasted, I just don’t know which half” …just...
Valentines day is the perfect day to give somebody something special. So I wanted to share a resource with the Pardot community to address a longstanding pain point: Auto-fill...
I met someone at a Pardot event a few weeks ago who told me about a fascinating start-up. It’s called SalesTing (Sales + Marketing, get it?) and their mission...
I learned a new buzzword today: “technical debt.” I don’t know how I went so long without hearing it, because it is ALL. AROUND. ME. Technical debt is...
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