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.
Continue reading Pardot Protected Campaign Member Statuses Solution
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.
Continue reading Recipe for success: Pardot B2BMA columns to rows
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.
Continue reading Use Accounts as Campaign Members in Pardot
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’.
Continue reading Supercharge sales ‘speed to lead’ with clean Pardot data
On May 11, 2021, Salesforce and Pardot users experienced a Salesforce outage related to a domain name service (DNS) issue. Salesforce was down for about four hours because of an “emergency break fix” that wasn’t successful.
Continue reading How to address Pardot issues related to the Salesforce outage
The Salesforce outage affected Pardot. However, Pardot remained up and running even if marketers couldn’t log in to their specific instances.
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 eligible to sync from Salesforce to Pardot. Let’s break this down and discuss its requirements, use cases, and setup.
Continue reading Pardot Marketing Data Sharing
Have you ever wished you could have multiple conditional form completion actions in a single Pardot form?
If you answered “OF FREAKIN’ COURSE I HAVE”, you’re in luck because I am going to teach you how in just 5 easy steps.
As you know it is super easy to add a single completion action to a Pardot form. But what would you do if you wanted to add multiple completion actions to a form and tie those actions to specific form elements.
I know, it’s a head scratcher right (and you’ve probably heard: “Nope, can’t do it”)? Never fear I’ll guide you through the dragon’s den.
Continue reading Single Pardot Form, Multiple Completion Actions
This past year has been a great year for Pardot Admins everywhere. With each new release, Pardot has grown in functionality and has also become more integrated with Salesforce. This is fantastic as it allows for tighter data control, better personalization when communicating with prospects, improved user management processes. and an overall better user experience. In the wake of the new year, check out the newest Pardot features and updates on the Salesforce Spring 21 release notes to gain insights into what is coming in 2021.
Continue reading Pardot Goodies from the Salesforce IdealExchange
As Pardot Admins, we often run into corners of the platform that require a little more creativity in order to solve a specific business need. Oftentimes, you can just “Google it” and voilà! Many in the Pardot community have the exact same question or problem you do, and although you find the answer (which is a huge relief), wouldn’t it be fantastic if there was a way for Pardot simply to add a fix for everyone?
Well my friend, grab a seat and let’s head over to the IdeaExchange!
BY CELINE NEWSOME AND MIKE CREUZER
Have you tried to map an important Salesforce field in Pardot, only to realize it’s not available in the Pardot field mapping dropdown list? Yeah, me too. The most common reason for this…It’s a dang lookup field in Salesforce, and Pardot doesn’t like lookup fields.
If you’re wondering what a lookup field is, it’s when a field value is being sourced from another field or object.
Side note: User lookup fields are an exception here. Salesforce user lookup fields can be mapped to Pardot CRM User type fields.
If you’re still thinking you need that field in Pardot even though standard functionality won’t allow it, lucky for you, we have three solutions so you can still create and map the field you need in Pardot.
Continue reading How To Map Lookup Fields in Pardot
One of the tricky and little-known-things about Pardot is how the system handles blank values.
If you’ve never had a reason to, you probably haven’t thought about it. But when it DOES come up — here’s what you need to know to be ready. Continue reading Drawing a Blank: How Pardot Handles Empty Field Values