Many of us have been eagerly awaiting the option to copy assets across Business Units, and the Summer 2023 release did not disappoint. Account Engagement Bulk Asset Copy Flow is here!
Author: Lauren Madley
What You Should Know About Repeatable Engagement Programs
An Engagement Studio program is a powerful tool that can help automate your marketing in Account Engagement. These programs can be used for many cases but be cautious before you start building yours. Continue reading “What You Should Know About Repeatable Engagement Programs”
Lead Source Tracking in Account Engagement (Pardot)
Firstly, what is ‘lead source’?
Let’s start by defining what a ‘lead source’ actually is and why we use it. Continue reading “Lead Source Tracking in Account Engagement (Pardot)”
Using Queues in Account Engagement
First things first, when we’re talking about a queue in Account Engagement – what do we actually mean? Continue reading “Using Queues in Account Engagement”
Getting To Grips With Connected Campaigns
After many years of confusion around Account Engagement and Salesforce campaigns working independently, Salesforce has combined the two via Connected Campaigns. Not everyone has them set up, nor do they realise the benefits of the alignment. Let’s look at how it all works now they’re connected.
Continue reading “Getting To Grips With Connected Campaigns”
Are you ready for Multi-Factor Authentication (MFA)?
There’s been a lot of talk about security these past couple of years so it’s great to see Salesforce changing their requirements to keep customer data more secure than ever.
Continue reading “Are you ready for Multi-Factor Authentication (MFA)?”