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Autonomous AI is transforming the way organizations operate, and Salesforce’s Agentforce is at the forefront of this revolution. The product was made generally available by Salesforce in October 2024....
One of my all time favorite hacks is using flow to generate consistent campaign names in Salesforce. With the release of Marketing Cloud Growth Edition and the move to...
For fundraising-focused nonprofits, the challenge of tracking campaigns, engaging donors, and optimizing strategy can be overwhelming. Many nonprofits don’t realize that Salesforce Campaigns—often associated with marketing — are also...
Congratulations to the 2024 Salesforce Marketing Champions! We are honored and excited that some of our own Sercante dragons were selected as part of this prestigious group. Let’s get...
Learning how to use and customize Salesforce can be a rewarding experience, but it can also present unique challenges for individuals with disabilities. Whether it’s navigating the interface, processing...
During the Marketing & Commerce Keynote at Dreamforce 2024, Salesforce announced the latest edition of Marketing Cloud built on Data Cloud — Marketing Cloud Advanced Edition! Expected to be...
Like many people in the Salesforce ecosystem, you may be intrigued by the announcement of Marketing Cloud Growth Edition — especially since access to the platform is available to...
I’m not going to be the guy who says “I told you so,” but Flow Builder has officially expanded from being an automation tool used exclusively by Salesforce Admins...
Event marketing is a fantastic way to connect with your audience, build brand awareness, and generate leads. However, managing event marketing activities can take time and effort. That’s where...
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...
Student expectations today are vastly different than they were a decade ago. It’s causing technology leaders at the most successful educational institutions to rethink their data infrastructure and student...
As an SMB marketer, you’re required to wear a lot of hats. From lead generation and aligning with sales and service teams, to creating content, emails, and personalized customer...
I recently ran into a situation where a client needed to exclude select campaign types from being populated as the Primary Campaign Source field on opportunities. While this might...
Personalized marketing can make a significant impact on customer engagement and business growth. According to a recent study, personalized marketing can boost ROI by up to 20%. One of...
Today, I’m excited to share how you can create a comprehensive Salesforce campaign hierarchy report that groups by grandparent, parent, and child levels (hierarchy) on the Campaign Object in...
In the Summer ‘24 Release, Salesforce launched the beta version of Einstein for Flow, which is a generative AI tool that helps Salesforce admins, regardless of their programming experience,...
Collecting customer feedback can be a transformative tool that propels your business to new heights, and getting customer feedback through Salesforce is possible through a few methods. Armed with...
It’s time for part two of our three-part series on getting the most out of your Salesforce Marketing Cloud Intelligence, or Datorama, instance. Part 1 of the series touched...
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...
Uh-oh. You just received an email from Salesforce saying you have exceeded your Marketing Cloud Account Engagement (Pardot) mailable database limit. That means if you don’t reduce the amount...
Your boss has told you to ‘do ABM.’ Great. Instead of ripping out your current marketing and sales campaigns, here are three quick ways to apply ABM strategies to...
Do you have an organized brain, enjoy project managing across multiple stakeholders and departments, love visualizing a process, and want to prove it with a new Salesforce certification? Well,...
If you’re like many, setting up an SMS program is not part of your everyday tasks. And if I were a betting woman (I’m not), I’d bet you’ve likely...
In the age of big data, effective audience segmentation strategies are the key to unlocking the full potential of vast datasets available to enterprise-level companies. Join me on a...
As part of the Winter ‘24 release, Account Engagement users gained the ability to copy assets to and from Account Engagement Sandboxes. This allows marketers to test automations and...
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...
Engagement Studio Programs (ESPs) are key for nurturing prospects until they are ready to send over to your sales team. But have you ever thought about A/B testing in...
You may have heard Salesforce’s announcement of Marketing Cloud Growth Edition, their new marketing automation platform built on the Einstein 1 platform (also known as “Core”), intended for SMB...
Marketing Cloud Growth Edition builders enable marketers to build beautiful landing pages and forms with ease. The builders have a robust set of styling and functionality options that allow...
Before we dive into the details of finding success with your Salesforce Data Cloud implementation, let’s set the stage. Whether you’re a seasoned Salesforce admin or just stepping into...
Since the announcement of Marketing Cloud Growth Edition on February 20th, we’ve been digging into the features of this new product as well as listening closely to the community’s...
You may be aware that when it comes to improving user experience on a record page, Dynamic Forms have become more and more powerful over the last few Salesforce...
In February 2024, Salesforce announced a new marketing automation platform called Marketing Cloud Growth Edition. It’s built natively on the Einstein 1 platform and allows you to build multi-channel...
The role of marketers is continually evolving. This is especially true for those working within the Salesforce ecosystem. With the advent of advanced technologies, products, and functionalities to support...
There’s some fear in the air. I’m sensing major mixed emotions swirling for many with the announcement of Marketing Cloud Growth Edition and the vision of marketing automation on...
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 tasks are one of the unsung heroes of Account Engagement. You can use Salesforce tasks to let the sales team know there’s work to be done, and using...
I want to clear up a misconception that I’m hearing in the Salesforce world about the great $0 SKU Data Cloud debacle. As you may recall, Salesforce announced at...
ICYMI: Salesforce dropped a hot product announcement yesterday. And she’s called Marketing Cloud Growth Edition. There was a flurry of blogs and social postings following the official drop of...
Earlier today, Salesforce announced the release of Marketing Cloud Growth Edition. This innovative new product is another option for marketing automation built natively on the Salesforce platform and comes...
You don’t have to be a technical person to start thinking like a Salesforce architect. In this article, I will share 5 concepts to bring a little architect-thinking magic...
Salesforce Starter was unveiled in August 2023 as an easy way for small-medium businesses (SMBs) to get started with Salesforce CRM. Historically, SMBs have found CRM systems to be...
The beginning of the year is an ideal time to have a reset on your Marketing Cloud contact strategy. That way, you can get your Marketing Cloud contacts in...
As your business grows, so does your Marketing Cloud Account Engagement org. And that’s a good thing. Inevitably you’ll reach a point where your org is stretched too thin. ...
Salesforce Campaign Record Types are a great feature to employ when you have varying page layouts, required fields, Campaign processes, or teams for different types of Campaigns. However, often...
Are you ready to ignite your digital marketing efforts? The collaboration between Marketing Cloud Account Engagement and Advertising Audiences, both powerful tools in their own right, will skyrocket your...
LinkedIn Lead Gen forms are definitely a favorite for those creating LinkedIn Ads, but what happens after people fill out the form? Ideally, you continue to market to LinkedIn...
We get it. With all the reporting tools out there it is hard to know which one is correct (or what a tool is named this week). In this...
Marketing Cloud Intelligence (formerly known, and forever in my heart, as Datorama) is a deep platform for marketers who have Salesforce in their tech stack. It’s a robust tool...
Scores in Marketing Cloud Account Engagement play a critical role in getting the right lead to the right person at the right time. However, scores can become unreliable and...
Salesforce web forms can be a game changer by empowering you to create personalized experiences for customers. Complex forms using multiple steps and conditional logic tailor digital journeys to...
Marketing Cloud Engagement is a great tool and it offers a wide range of functionality and various capabilities. But, as with all software, there are always limitations that leave...
Recently I was perusing the Salesforce IdeaExchange for interesting features to upvote and came across a common issue with over 4k upvotes, “Automate contact owner update when account owner...
Living in a fast-paced world of technology, it’s easy to get caught up in the whirlwind of innovation and lose sight of the human element. We can occasionally prioritize...
If you’re new to Marketing Cloud Engagement, you may be feeling overwhelmed. Salesforce’s powerful marketing platform can do a lot. And that comes with a steep learning curve. I’ve...
One of the biggest trouble spots I see with customers customizing in CRM Analytics and B2B Marketing Analytics (B2BMA) is using recipes and joins — specifically when it comes...
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...
Marketing Cloud Intelligence (previously known as Datorama) is a tool that offers many potential uses. But with those uses comes the uncertainty that you are using the tool to...
It’s very common for sales and marketing teams to leverage title-based “personas” to influence their activities. Knowing who you are speaking to can radically alter the message content, type,...
One of the great things about Account Engagement is that the same fields can be used over and over again for different interactions while keeping the full history of...
In the world of digital marketing, a seamless and visually captivating user experience is crucial to capturing your audience’s attention and driving conversions. For Marketing Cloud Account Engagement users,...
Are you a small business owner who is interested in using Salesforce for your business all the way up until you saw the pricing? If so, Salesforce Starter was...
Event marketers face unique challenges. They need to create memorable, unique, and meaningful experiences that align with their brand and connect with their audience all the while staying within...
Marketing Cloud Account Engagement Progressive Profiling is an out-of-the-box functionality and a powerful solution for B2B marketers who want to get detailed prospect data without overwhelming them with a...
If your Marketing Cloud Account Engagement (Pardot) email looks broken and you can’t figure out why, then you’re in the right place. In this post, we’ll look at common...
Deciding if you’re ready to team up with an analytics reporting partner or consultant can be a real head-scratcher. How do you even know if you are ready? But...
If you’re getting ready for a Salesforce Data Cloud implementation, then this post will get you ready for it. There are so many buzzwords with this particular Salesforce product...
The last blog post in this 3-part series may have left you wondering if you should buy or build a customer data platform (CDP). We’ll answer that question in...
Thinking about implementing a CDP? Understanding the main components of a customer data platform (CDP) is a good way to make the decision. A CDP is not a marketing...
A customer data platform (CDP) is a unified customer database where many different external and internal sources are collected, cleaned, and aggregated to build rich individual customer profiles. These...
It’s time to launch another email campaign and the anxiety sets in. You have a variety of people on different teams who want their eyes (and opinions) on your...
Account Engagement (fka Pardot) Scoring Categories and Lightning Builders are two great features to amp up your marketing and segmentation efforts, but they don’t exactly connect like typical Account...
GDPR, CPRA, the end of third-party cookies: data privacy is a hot topic among digital marketers, but it’s not just advertisers who should be worried. If your marketing strategy’s...
Prospect inactivity tells us just as much about a prospect as their activity does. An inactive prospect has a lower interest level and less openness to learn more about...
The introduction of Hyperforce is one of those revolutionary milestones for Salesforce customers. That’s because migrating to Hyperforce is going to give Salesforce customers options when it comes to...
Adobe’s Marketo and Marketing Cloud Account Engagement (f.k.a. Pardot) are two of the most common marketing automation platforms I’ve worked with in my career as a marketer. When migrating...
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...
Hey there! So, I wanted to chat with you about something that can be a bit tricky but super important in the world of marketing: capturing UTM parameters. You...
Marketing Cloud Account Engagement (Pardot) offers the opportunity for marketers to give their sales team the information they’ll want, notifications worth paying attention to, and truly actionable insights about...
Handling multiple languages with Account Engagement (Pardot) forms has always been complex — especially when it comes to reporting. But there is a way to multi-language Account Engagement forms. The...
Marketers often overlook code literacy, outsourcing anything code related to website or email developers. But understanding some coding basics, such as HTML, benefits the everyday marketer more than they...
Account-based marketing (ABM) is a powerful strategy to target and engage high-value audiences. But to work effectively, it requires a significant operational lift to ensure that your team is...
Before the advent of Data Cloud and Customer Data Platforms (CDPs), businesses strived to integrate their data into their CRM to obtain a holistic view. If you’re considering another...
Migrating from one marketing automation platform (MAP) to another can be nerve wracking. You are bound to be overwhelmed and not know where to start. But I once had...
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...
Contrary to the opinion of just about everybody in marketing, all your marketing leads are not “Hot” and the sales team is not lazy. The issue is that sales...
As a marketing administrator within Salesforce, it is essential to understand your audiences and create a winning audience segmentation strategy. Without segmenting your audience, you will target the same...
Salesforce opportunity record pages are great for displaying all of the key information about a particular record. But, what if you need to be working with and updating multiple...
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...
So, you’ve decided to take the next steps in your career and earn your Salesforce Administrator Certification. Yay! This might be your first journey into the Salesforce platform or...
So you’ve spent hours gathering requirements, picking datasets and creating the most beautiful report the world has ever seen. And then, while presenting your amazing work to leadership you...
In our wonderful digital world, it’s becoming increasingly difficult to track offline events and interactions with marketing and sales efforts. People still love sending gifts in the mail to...
Imagine this — your marketing team is generating more leads than ever before. And at the same time, you’re facing a reduction in sales team staff. Sounds impossible to...
A score in Marketing Cloud Account Engagement (Pardot) is a numerical figure that is assigned to prospects once they engage with a tracked marketing activity. This could be anything...
Email marketers swim in constant data. While analytics often inform decision making, the flip side of that coin means your competitors also use data to do the same. To...
The surest way to get a reaction from any Salesforce Admin is to mention multi-select picklists. They are notoriously hard to report on and can be challenging at times....
Salesforce Marketing Cloud Personalization (Interaction Studio) is a fantastic platform to add to your marketing toolset. But starting a Marketing Cloud implementation can be daunting, especially when it is...
In today’s international and digital business landscape, modern marketers often coordinate messaging and strategy across multiple countries or regions. Luckily, Marketing Cloud Account Engagement (Pardot) is an ideal tool...
Lead nurturing is a crucial aspect of the marketing and sales process. That’s because not all leads are ready to convert into paying customers immediately. By building relationships with...
You are 72% more likely to keep reading a blog post when the author uses a data point in the first sentence. That’s because sharing numbers makes it sound...
Looking for a way to view your Marketing Cloud Account Engagement (Pardot) data within Salesforce? Not fully satisfied with data you’re able to view in the Account Engagement Reports?...
One of the most common assignment needs for Salesforce leads and cases is to circulate these via a round robin assignment process. But assignment in the marketing, sales or...
Lead nurturing programs play a critical role in the sales process. That’s because nurtured leads have a shorter sales cycle and generate more sales-ready leads at a significantly lower...
Like the title says — if you’re a Salesforce user, then you should be deleting your marketing contacts on a regular basis. Okay, hear me out. Of course I...
In the Myth of Sisyphus, an essay by French philosopher Albert Camus, Sisyphus is sentenced to a punishment where for eternity, he must roll a boulder up a mountain....
A form on a landing page or your website is often the final step in a nurturing process and represents the crucial point of conversion. According to Manifest, 81%...
I’m sure by now you’ve heard of Interaction Studio — or Salesforce Marketing Cloud Personalization (SFMCP) as it is now called. But if you’re similar to me, none of...
With Marketing Cloud Account Engagement (Pardot), you have the power to drive conversions through Landing Pages. This is a crucial tool in your marketing toolbox to help drive sales...
Part of being a great marketer is to always evolve with your audience. Doing this intentionally is the key to an organization’s success. Luckily, Marketing Cloud Account Engagement (Pardot)...
The Pardot WYSIWYG (What You See Is What You Get) Editor Icon Glossary saved me SO much time and energy when I was first learning how to build email...
Marketing A/B Testing is far from being anything new. In fact, it’s been around for quite some time. A/B Testing as we know it today first came about in...
If you run virtual or in-person events, including an ‘add to calendar’ link in your emails and landing pages can be a great way to ensure your guests actually...
The Marketing Cloud Account Engagement (Pardot) and Salesforce integration can be used to pass data back and forth between Pardot and Salesforce. In this article, learn everything about the...
Are you spending hours upon hours curating engaging, click-worthy content, only to notice that you have low engagement, high unsubscribes and spam complaints? A list of opted-in prospects is...
Your website is one of your most important demand generation assets and a blog is a great way to increase your online presence by making you more visible on...
It’s been a few weeks since Andrea Tarrell and I spoke at Salesforce World Tour NYC about the journey to getting Salesforce certified. As someone with five years of...
Recently, I was challenged with creating a landing page for event registration using Marketing Cloud Account Engagement (Pardot). The event had 15+ roundtable sessions in the morning (within 2-time...
We’ve previously talked about External Actions and External Activities, with some general ideas of how each can be applied separately. Where the real power comes in, is tying them...
Congratulations and welcome to Salesforce Marketing Cloud Account Engagement (Pardot) family! Not sure where to start? We promise it is not as scary as you think it might be. ...
I’ve seen more than a few great marketing campaigns fail due to the lack of a clear call-to-action (CTA). Some campaigns have multiple CTAs that confuse the prospect while...
Pardot automation rules are a great way to set repeatable processes in motion and save yourself from repetitive admin tasks. Most Marketing Cloud Account Engagement (Pardot) users employ automation...
Pardot account audits: You know you need to do one, but somehow this daunting task keeps getting relegated to the bottom of your to-do list. With the new year...
When it comes to email marketing, creating beautiful emails with riveting content is only half the battle. Sending emails to the right prospects at the right time is just...
We’ve all been there. You’ve set up an awesome automation in Salesforce Marketing Cloud Automation Studio. But what do you do when you see errors? It’s time to put...
With the holidays coming up, I can bet all of our inboxes are overflowing with marketing emails letting us know about can’t-miss deals, the best gifts, order before X...
You’re a responsible marketer and adhere to the Salesforce Marketing Cloud Account Engagement (Pardot) Permission-Based Marketing Policy. You’ve enabled Marketing Data Sharing (MDS) rules to ensure that prospects who...
The marketing magician has many tricks in the Marketing Cloud Account Engagement (Pardot) toolkit. One of those magical tools is the Pardot custom redirect. What makes a Pardot custom...
As Marketing Cloud continues to grow and integrate more and more with Salesforce, the good old days of marketers working in silos within Marketing Cloud Account Engagement (Pardot) are...
Salesforce Marketing Cloud Engagement has so many complex ways to create personalized experiences for the audiences the platform touches. And if you haven’t gathered from the title, Salesforce Marketing...
How often do your Salesforce and marketing platform admins talk to each other? If you selected any of the above, you’re not alone. I’m here to tell you, no...
Dynamic lists are by far my favorite Marketing Cloud Account Engagement (Pardot) automation tool. These “smart” lists automatically update and can be used for everything from Recipient and Suppression...
It’s a Salesforce Marketing Cloud basics 3-parter, y’all. In this three-part series, we’ll uncover the fundamental skills you should master when you’re getting started with Salesforce Marketing Cloud Engagement...
New technology and shifting buyer expectations are pushing B2B companies to rethink their acquisition and retention strategies. Leaders across sales, marketing, and customer success are investing in centralizing their...
Many organizations assign Marketing Cloud Account Engagement (Pardot) prospects who are not yet sales ready to a “Cold” leads queue in Salesforce so data syncs and is available for...
People change jobs all the time. Maybe they’re part of The Great Resignation. Or navigating a new career path after years of military service. But have you ever thought...
Sometimes the standard Campaign Influence models that come with Marketing Cloud Account Engagement (Pardot) just don’t quite fit what you are looking to measure. We recently went through the...
Not sure which Salesforce marketing reporting tool is the best for showing the results of your campaigns? With so many to choose from between Salesforce CRM, Marketing Cloud Account...
As inbound marketing efforts continue to grow across industries, marketers are having to come up with new ways to qualify the best of these new leads. Once they’ve been...
Passing the Salesforce Associate Certification exam is a great way to show initiative when you’re looking to break into the Salesforce ecosystem or prove to your employer that you’re...
Sure, Salesforce has all the resources customers and consultants need to figure out how to do things. So why are there so many Salesforce blogs out there? Salesforce bloggers...
Salesforce and Pardot connected campaigns bridge two distinct campaign reporting functions into one powerful feature. Prior to 2019, Salesforce and Pardot campaigns were independent of each other. But with...
Salesforce has robust native reporting capabilities that come out of the box. But what happens when you need more? What CAN you do? This Salesforce native reporting overview will...
Salesforce Engage is awesome because it lets marketing teams share content with sales teams. Sales reps can use marketing-approved email templates to contact prospects at the right moment and...
So, your marketing team has you all set up and ready to access a fancy tool called Salesforce Engage. Now what? Salesforce Engage is a super powerful way for...
With Salesforce moving to Flow as its go to low-code automation tool, and Workflow Rules and Process Builder planned for retirement, it’s a good idea to migrate your existing...
This blog delves into the value that Salesforce Marketing Cloud Interaction Studio provides to marketers (B2B and B2C). We’ll discuss Interaction Studio and its key capabilities with a focus...
With Pardot B2B Marketing Analytics Plus, you are able to bring external data, use an intuitive and customizable dashboard, activate Discovery Stories, and take advantage of Einstein Prediction Builder....
Merivis recently named Sercante as their “Partner of the Year” for 2022, and I couldn’t be more proud to be a #Merivet AND a #SercanteDragon. In the spirit of...
Do you have connected campaigns with Pardot and would like to see email engagement data in one place? In this blog, we are able to see how easy it...
You can keep your free snacks and ping pong tables. If we’ve learned one thing from the pandemic, it would be that employees really want the ability to work...
Marketing and sales teams have a lot on their plates. Marketing is focused on generating interest and qualifying leads, and the Sales team is focused on closing deals and...
In this blog, we will talk about data completeness, data hygiene, and data completeness KPIs to get you to have a better understanding and practice with Pardot B2BMA as...
The Great Resignation has impacted businesses throughout the US for the last two years and more specifically, it has created a talent gap for many departments. Marketing teams in...
I just returned from an action-packed week at Connections (Salesforce’s banner event for marketers) and I gotta say — it feels good to be back with the Ohana. It’s...
Passing the Salesforce Marketing Cloud Administrator exam demonstrates that you have the skills to configure and administer Marketing Cloud products using industry and product best practices. And having that...
The marketing intelligence engine for Salesforce Marketing Cloud Engagement and Account Engagement (Pardot) is Datorama. It enables data-driven organizations to bring diversified marketing performance data together, unify it through...
We’ve all seen email personalization mishaps. The power of Marketing Cloud Account Engagement (Pardot) is really in its capacity to leverage data coming in from Salesforce and Pardot to...
We usually find common asks for customers to further personalize Pardot emails, specific account-based messaging on their website, and where sales reps can take the next step to drive...
Does your marketing and sales data live in separate places? Do you want all customer details to live in one place? If so, Marketing Cloud Connect is the answer. ...
For many Salesforce Marketing Cloud Account Engagement (Pardot) customers, using Pardot provides them with the tools necessary to communicate with their distinctive audience(s) in a personalized way. One common...
Have you ever finished working on an email template in the Marketing Cloud Account Engagement (Pardot) Email Builder with all of its convenient features like: …only to start editing...
Getting marketing team access to your Salesforce org breaks down company siloes and can lead to enriched data you can use for things like Einstein campaign reporting. So, you...
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...
Accessibility has always been top of mind for me in everything I do. As someone with a disability, I am conscious of others who may be having similar struggles. ...
Personalization is a common buzzword one can hear throughout the digital marketing landscape. And as a result, it can mean so many things depending upon who you ask. However,...
Picture the scene… You’re using a custom amount field on your opportunities (or even multiple amount fields) in Salesforce. You notice that your Salesforce Campaign Influence reports are not...
Have you ever wondered why sales and marketing teams combine Salesforce Marketing Cloud Engagement and Account Engagement (formerly Pardot), with Sales Cloud to reach their goals? Thinking about how...
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...
Nothing is more frustrating than when you experience a slowdown in your Marketing Cloud Account Engagement (Pardot) org. I just need this one Dynamic List to run, why is...
Your organization recently purchased Marketing Cloud Corporate or Enterprise Edition, which includes one free SMS code that needs to be provisioned. But, you have no clue where to start. ...
Balancing all the emails your teams want to send to Prospects versus how many emails the Prospects want to receive is difficult. Email your Prospects too often and they...
You’ve conquered the Pardot Specialist exam* (Yipee!) and you’ve caught the Pardot bug. Next on your hit list is the Pardot Consultant exam, but what does it take to...
I have a rather embarrassing story from my pre-Einstein campaign reporting days. When I started out as a Salesforce admin (i.e. I got told I was the new admin...
Looking for a way to capture lead source data from across pages on your website and pull that data into your CRM? Since we use Marketing Cloud Account Engagement...
Salesforce Marketing Cloud is a platform brought into the Salesforce ecosystem in 2013 when Salesforce acquired ExactTarget (a company that previously acquired Pardot). It can be considered a one-stop...
I’ll admit, I’ve been neglecting looking into Einstein for Pardot (us admins have enough to do!). And I was somehow under the impression Einstein for Pardot came with an...
Twice in the span of less than a week, two different clients had questions or issues related to Salesforce campaign activation. I had my fair share of questions and...
The Salesforce platform social media scheduling tool, which we all know as Social Studio, has officially entered sunset mode and has a retirement date set for 2024. While the...
On October 14 2021, Google announced a replacement for Universal Analytics, which they’re calling Google Analytics 4 (GA4). You might be wondering, how does this impact our businesses’ use...
Creating a Salesforce marketing dashboard is an effective way to see how you are doing against your marketing targets. What channels are most effective for generating pipeline? How many...
In early March, Salesforce announced changes to how it serves content via go.pardot.com. In short, this impacts your Pardot content that might be placed on your website through iFrames. ...
Your Marketing Automation Platform (MAP) doesn’t exist in a vacuum. And neither do we. The Spot for Pardot is following a natural evolution we’re seeing in the marketing technology...
Earning the Salesforce Marketing Cloud Email Specialist Certification is the first step to becoming a full-fledged Marketing Cloud consultant. But, it doesn’t come easy. Salesforce Marketing Cloud has robust...
As a Pardot admin, I try to stay up to date on all the new features and functionality coming to the Pardot platform. Some new features are announced way...
An email preference center creates a happy medium for you and your audience. It’s a place where your people can let you know what interests them so you can...
When you have a ton of users in Pardot, controlling who has access to what they can view or edit takes time. But no one wants to spend a...
Ever wished you could facet, filter and do other magic on a dataset that also had aggregated data from a summary table in Tableau CRM? There is a way!...
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...
Pardot (and marketing in general) does not suffer from a lack of resources; there are innumerable guides, blogs, white papers, walk throughs, opinions, perspectives, how to’s and how not...
I seriously felt imposter syndrome as a professional in the Salesforce and Pardot community — but I overcame those feelings by learning everything I could through Pardot training courses...
I’ve seen a lot of information about implementing the new Lightning Email Builder, but I wanted to get into the nitty gritty details of how to build Lightning Email...
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,...
Lead routing with Salesforce Sales Cloud and Pardot can trip up even the most experienced sales and marketing teams. And choosing the right lead management strategy and tools to...
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...
Undoubtedly, you’ve heard the conversations in the Pardot community about web browsers no longer supporting third-party web tracking cookies. If you haven’t, are you hiding in a cookie jar?...
If you’re new to using Salesforce campaigns, then this blog post is the perfect starting point. Use these 5 tips to make your life easier as you dip your...
The 3rd and final part of the form customization series is finally here! In part 1, I showed you how to implement the popular floating label technique and how to...
Higher education institutions around the world are embracing a digital future with the shift to marketing with Pardot. Teams are replacing the traditional ways of reaching prospective students, donors,...
Nonprofits that are using Salesforce have much to gain by incorporating Pardot into their marketing strategy. But, isn’t Pardot only meant for teams following a B2B marketing strategy? While...
When it comes to reporting on your marketing assets, the feeling of not knowing what tool to use can be quite overwhelming. I’ve been there! You’ve been asked to...
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