
New Product Alert: Nonprofit Cloud and Education Cloud
Guess what? Big changes are coming to two Salesforce industry clouds. Salesforce is launching massive revamps this spring to target users working in the nonprofit and education sectors. The...
Category
Serving as a Nonprofit Cloud Strategist for Sercante, as her title suggests she’s ‘all in’ on the nonprofit space and has the experience to back that up. Brooke is a Salesforce certified Nonprofit Cloud Consultant as well as Business Analyst. She has led multiple implementations of NPSP from legacy system migrations. Having most recently served as Project Manager for Boston Museum of Science’s digital transformation, she’s ready and eager to serve and be the project lead for your nonprofit.
Guess what? Big changes are coming to two Salesforce industry clouds. Salesforce is launching massive revamps this spring to target users working in the nonprofit and education sectors. The...
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,...
The Salesforce Spring ’23 Release Notes are out, and they include important features for Salesforce administrators and marketers who are on the platform. We get three major releases from...
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...
Alas, Salesforce External Actions for Pardot is finally here. Until now, our options to have Marketing Cloud Account Engagement (Pardot) trigger a third-party system have been limited to either:...
The Salesforce Winter ’23 release is bringing some changes to the Marketing Cloud Account Engagement (Pardot) “Opted Out” field. After this release, the sync options will change and “Use...
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...
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...
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...
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...
The Salesforce Summer ‘22 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...
If you’ve ever experienced email bounces in Pardot (and chances are you have), you’ll know that reporting on and exporting them has been a labor-intensive task. That all changes...
Conditional Completion actions are coming to Marketing Cloud Account Engagement (Pardot)! And they’re a game changer for adding complexity to completion actions on your marketing assets. This has been a...
If you were like us, you thought the Summer ‘22 Release was going to be a summer of NO love for Salesforce Marketing Cloud Engagement. Thankfully, we were wrong! ...
The Salesforce Spring ‘22 Release has been out for nearly a month now, and it included important features for marketers who are on the Salesforce platform. We get three...
The Salesforce Winter ‘22 release introduced the ability to create a custom Lightning Web Component (LWC) for Lightning Email Content, and with Spring ‘22 we have the same ability...
It’s time to prepare for the Salesforce Spring ‘22 Release and how it will affect your Pardot instance. We get three major releases from Salesforce each year — Spring,...
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...
Included in the Salesforce Winter ‘22 release is a beta feature that highlights the beginning of an integration between Pardot and Slack. Salesforce officially acquired Slack on July 21,...
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...
Pardot is delivering a whole new way to leverage your prospect data in the Salesforce Winter ‘22 release. Our earlier blog post covers this new feature and how to...
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 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...
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...
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...
Should you switch to Pardot Lightning? Probably. The Pardot Lightning App has been available since the Winter ‘19 release, but many Pardot users still prefer the comfort of Pardot...
It’s time to prepare for the Salesforce Winter ‘22 Release and how it will affect your Pardot instance. We get three major releases from Salesforce each year — Spring,...
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...
Salesforce just gifted us with their Summer 2021 Release Notes, and our team is— to say the least, ecstatic. With so many new Pardot updates, users and administrators can...
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.
The Pardot User-Migration deadline is fast approaching. There is a lot of guidance on setting up our human users for success, but what about our code? So we wrote...
The Salesforce SSO deadline is fast approaching, and there isn’t a lot of specifics out there on how to make changes to our custom code & scripts that talk...
In only a few weeks, Salesforce is moving all Pardot users to single sign-on (SSO) and all API integrations must use Salesforce OAuth. If you’re adjusting the Pardot plugin...
Back in June, Salesforce announced that the way we work with the Pardot API will be changing and that, beginning in early 2021, all Pardot users will be required...
As part of the Salesforce Summer ’20 release, Pardot announced support for first-party cookies in an open beta. Some Pardot users’ reaction to the news: YAY! The rest of...
Whether you’re new to account based marketing or your strategy centers on ABM, you’re going to want to check out the Terminus + Pardot integration. Terminus’ recent blog post...
Pardot users were greeted this morning with a new announcement banner on their home screen when logged into Pardot: This banner linked them to a help & training article...
As one of the chief “Pardot API Geeks” at Sercante (no, it’s not a real title, but I think it should be), I’m really excited about two big changes...
One of the newest additions to the Sercante team, Skyler Nakashima, recently wrote an awesome post on How Pardot’s New Handlebars Merge Language Improves Personalization. Spoiler alert: it’s exciting...
I’ve been enjoying the last few weeks of summer… particularly Pardot’s announcement to update to the syntax of their variable tags from Pardot Merge Language (PML) to Handlebars Merge...
If you’re a current Drift user or have been eyeing the platform, good news — Drift has an integration with Pardot. Let’s break down the key elements of the...
Are you seeing a little Pardot authentication warning when you log into your org and are not sure why? It looks something like this… What’s changing with the Pardot...
Pardot and Sales Cloud. They’re made for each other. Like peanut butter and jelly, cookies and cream, whiskey and Diet Coke — both function better with the other tightly...
I have never NOT been asked this question during a Pardot implementation: “Wait, I don’t get it… what’s the difference between Salesforce and Pardot campaigns?” Short story: they have...
Using Eventbrite to manage your events, and Pardot for your emails and marketing automation? The good news: they integrate! The bad news: only sorta. Let’s break it down. Setting...
Today I joined a webinar on the Pardot Product Roadmap, and I was FLOORED by some of the amazing features that are coming down the pipeline. The Pardot team...
Every Salesforce and Pardot geek knows that Dreamforce is when the biggest, baddest product announcements come to light. With just 6 weeks until the big event, I feel like...
Subscribe to The Spot
Martech Resources
Shopping consultants or jobs? Wanna join the action? Here’s everything you need to solve all the marketing technology things.
Quick Links
Get The Spot
The Spot for Pardot newsletter delivers a healthy dose of martech to your inbox — and nothing more.
© 2022 The Spot For Pardot | All Rights Reserved Sercante LLC.