Salesforce Summer ’25 Highlights: Marketing Cloud
The Summer ‘25 release for Marketing Cloud Growth and Advanced Editions is here, and it’s packed with updates designed to turbocharge your team’s efforts. Think of it as a...
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Release Notes
Masterclass in Marketing Cloud Account Scoring: Spring ’25 Edition
Welcome to your Masterclass in Account Scoring – where we take your Salesforce skills from good to guru-level! With the Spring ‘25 release, Salesforce introduces Account Scoring, a smart,...
Cracking the Code: How Opportunity Influence Connects Marketing to Revenue
Marketing Cloud on Core (also known as Marketing Cloud Growth or Advanced Edition) can now track how marketing efforts contribute to revenue! With the Spring ‘25 release, Salesforce introduced...
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...
Salesforce Spring ‘25 Highlights: Marketing Cloud Edition
Spring has sprung at Salesforce, and it comes in the form of the Salesforce Spring ‘25 Release Notes! Whether you’re a seasoned pro or a budding marketer, this release...
Salesforce Winter ‘25 Release: Platform Highlights
The Salesforce Winter ’25 Release Notes are out, and they include important features for trailblazers who are on the Salesforce platform. We get three major releases from Salesforce each...
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...
The Wait is Over: Send Operational Emails from Engagement Studio
The Salesforce Summer ’24 release notes have arrived, and with them, the delivery of one of the most highly sought-after Marketing Cloud Account Engagement (MCAE/Pardot) features ever requested. In...
Salesforce Summer ‘24 Release Highlights: Platform Updates
The Salesforce Summer ‘24 Release is on its way! Let’s dive into the top declarative features and updates for admins. In line with messaging from Salesforce, the Summer ‘24...
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 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....
Salesforce Spring ’24 Release: Platform Highlights
Wow, where did the time go? The Salesforce Spring ‘24 Release notes are out and some cool new features are right around the corner! Here are the key Salesforce...
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...
Dreamforce Session Recap: Winter ’24 Marketing Cloud Release Highlights
Dreamforce 2023 has come and gone, and wow, it did not disappoint. Not only was this my first Dreamforce, I had the honor of co-presenting the Marketing Cloud Release...
Salesforce Winter ’24 Release: Platform Highlights
It’s that time – Salesforce Winter ‘24 release notes are out! Here are the key Salesforce platform features marketers and Salesforce admins should know about. 20 Platform Highlights from...
The Wait is Over: Shorter Wait Steps in Engagement Studio Are Here
For Account Engagement users, the most exciting feature coming with the Salesforce Winter ‘24 release is the ability to get more precise with wait steps in Engagement Studio Programs. ...
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...
CRM Analytics: Use Parameters to Make Component Widgets Dynamic
Components are a hidden gem in the CRM Analytics (formerly Tableau) toolbox. You can re-use them in any dashboard and then centrally make changes that affect any dashboard where...
Salesforce Summer ’23: User Access Management Updates
The Salesforce Summer ’23 release includes many changes to the platform, like the ones we’re seeing with Account Engagement that include the ability to copy marketing assets between business...
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...
How the Salesforce Integration User Saves Licenses for Real Humans
Salesforce is introducing something pretty exciting for orgs that have little wiggle room while assigning licenses to Salesforce users. A new type of license called “Salesforce Integration User” is...
Salesforce Automation Game-Changer: Einstein GPT and Data Cloud Capabilities for Flow
In a move that extends beyond the chatbots used to formulate interview questions or write email subject lines, Salesforce is expanding automation capabilities by integrating Einstein GPT and Data...
Marketing Goodies from the Salesforce IdeaExchange: Spring ‘23
Those of you who have been followers of The Spot for a few years now know that we have shared our favorite Marketing Cloud Account Engagement (Pardot) Ideas from...
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,...
Salesforce Spring ‘23 Release: Platform Highlights
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...
Unified Analytics: Find Reports and Dashboards Faster in Analytics Home
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...
External Actions: The Long-Awaited Pardot Feature
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:...
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: Platform Highlights for Marketers
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...
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...
Salesforce Summer ‘22 Release: CRM Analytics Features We Love
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...
Salesforce Summer ’22 Release: Platform Highlights for Marketers
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...
Get Ready for Pardot Conditional Completion Actions
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...
Salesforce Marketing Cloud Summer ‘22 Release Highlights
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! ...
Salesforce Spring ’22 Release: Platform Highlights for Marketers
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...
How to Develop Custom Lightning E-mail Components for Pardot
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...
Six Big Pardot Enhancements from the Salesforce Spring ‘22 Release
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,...
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...
Get On Board with the New Pardot and Slack Integration (Beta)
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,...
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...
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...
Nudge from Salesforce Winter ‘22: Switch to Pardot Lightning
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...
Four Big Salesforce Winter ‘22 Pardot Highlights
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,...
Top 8 New Features from the Salesforce Summer ‘21 Release
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...
Why Salesforce is Discontinuing Pardot-Only Users & Moving to SSO
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...
#VoteAndPromote: Genius Pardot Feature Requests on the IdeaExchange
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...
Sooo… What’s Up with the Pardot “Edge Pilot”?
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...
