
How to Get Your Data AI-Ready: A Step-by-Step Guide for Marketers
As a marketer, you’re eager to use AI for better segmentation, smarter campaigns, or generative content. But a huge piece that can’t be ignored when you’re getting started with...
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Heather started her career in technology, then grew into roles leading digital marketing and marketing & sales operations. Today, she holds 8x Salesforce and Pardot certifications. Before joining Sercante, Heather wore many hats, including project manager, technical writer, technical support, as well as digital marketing, marketing and sales operations. At Sercante, Heather keeps Sercante on top of Salesforce platform updates and best practices, to help clients achieve the maximum value from their technology investment. When she’s not working, you’ll find her cuddling with branch managers, on a yoga mat or ramping up her pottery skills. Her motivation is to deliver kick-ass solutions for clients and to support her team learn and grow at Sercante and in the Salesforce ecosystem.
As a marketer, you’re eager to use AI for better segmentation, smarter campaigns, or generative content. But a huge piece that can’t be ignored when you’re getting started with...
Welcome to the marketing side of Salesforce! As a Salesforce admin, you may occasionally need to assist your marketing team in developing processes or generating reports from data in...
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...
Salesforce is upping their game in the race to incorporate the latest generative AI tools into their products. Announced during Salesforce Connections on June 7, Marketing GPT and Commerce...
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...
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...
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...
Knowing the who, what, when, and how of Salesforce and Account Engagement (Pardot) sync behavior is key to understanding how you can use the integration to your advantage. If...
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 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...
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...
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...
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...
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...
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