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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...
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...
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 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...
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...
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...
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...
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...
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...
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...
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...
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...
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:...
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...
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...
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 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,...
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...
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...
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...
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