Account Engagement is increasing its extensibility, and we’re seeing some exciting developments in tracking and triggering external actions on our Prospects. I’ll break down what these extensibility features are, and how you can use them.
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Author: Zoe Fisher
Data Backups for Account Engagement
Any Administrator or Super User has experienced the painful realisation that something has gone wrong. It may have been an automation rule, an import, or a discrepancy between Salesforce and Account Engagement. Unfortunately, there isn’t a magical undo button for these things. However, if you follow good practices, you can protect your account against issues caused by mistakes. Continue reading “Data Backups for Account Engagement”
Spring ‘23 Release for Marketing Cloud Account Engagement
The Spring ‘23 release seems to have a bit of a running theme around maintenance and technical setup, with no updates for the marketer’s experience on the platform. One of the core values of Salesforce is trust, and this release seems to be ensuring their platform can remain a trusted tool to use. We may see more updates to features and tools in later releases this year instead. Let’s dive into the updates and what you need to know. Continue reading “Spring ‘23 Release for Marketing Cloud Account Engagement”
Simplify Prospect Opt Out Update
Prior to the Spring’23 Release, admins would have the option to set whether Salesforce or Account Engagement (Pardot) is the source of truth (the winner) for prospect opt out status. However, based on valued feedback from the community, the third sync option for the Opt Out field ‘Use the most recently updated field value’ will be made available again on 13 June 2023. This means you no longer need to select one system to be the master and ‘win’ if there is a data discrepancy but the system with the most recently updated value will take ownership. It is essential to make sure field history tracking is enabled on the Opted Out field for Lead and Contact records if you choose this option. Read on to learn more about the considerations before choosing which option is best for you.
Winter’23 Release: Account Engagement Preview
The Winter ’23 release account engagement preview is out, and I’ve rounded up my main takeaways so far. These are subject to change so make sure you check back closer to the release dates. The release is scheduled for 9/9, 7/10 and 14/10 weekends.
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Slack for Marketing Cloud Account Engagement
I recently found out the name Slack is an acronym for “Searchable Log of all Conversations and Knowledge”. We can now add that it is also a log of won opportunities, marketing engagements and new cases. Slack is expanding its – very impressive – list of integrations to further enable productivity for Salesforce. Read on to find out the latest on Account Engagement (Pardot).
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Summer’22 Pre-Release – Pardot
It’s officially ice cream weather! Let’s be honest, when isn’t it ice cream weather? This means that the summer release is almost here. I’ve been looking through the Summer’22 release notes and have summarised my thoughts on the two key Marketing Cloud Account Engagement updates below.
Marketing Cloud Has Renamed Its Products – Including Pardot
You may have seen on social media, any newsletters you subscribe to, or even on my recent blog, that Pardot has been renamed to Marketing Cloud Account Engagement. Here is a more detailed overview of the change, as this is something that is changing across the Marketing Cloud suite.
Renamed products
Pardot is not the only Marketing Cloud product to get a name change. The whole suite has had a rebrand, as you can see below:
Former Names |
New Names |
| Salesforce CDP | Customer Data Platform |
| Interaction Studio | Personalization |
| Messaging & Journeys | Engagement |
| Pardot | Account Engagement |
| Ad Studio | Advertising |
| Pardot | Account Engagement |
| Datorama | Intelligence |
The theme across the board is that the products are being renamed to describe the solution that the product provides. This should make it easier for new customers or existing customers considering new products to find the tool that they need.
Currently, Account Engagement is still “Powered by Pardot” and will remain with this messaging until later in 2022. This also goes for all of the products outlined above.
Why there are new names
Salesforce has explained in this article that there are three key reasons:
- Make it easier for marketers to understand the capabilities of the products, by using language commonly used by marketers.
- Promote the unifying of products and being able to share data across the business with better integrations.
- Ensure there is flexibility to describe the products as they are today and to encapsulate innovations and expanded capabilities moving forwards.
When this is happening
The new names are out! These will be used moving forwards, you will notice that help articles and the platform still uses the former names. This has been indicated to change in late 2022, with no confirmation on a date yet.
You can still log into Pardot using the Pardot Lightning App, create Pardot emails and set up Pardot Scoring. This is likely to change, but for now, you will not see any updates on the platform.
Learn more about the Marketing Cloud suite of products by checking out Trailhead. For any support with Marketing Cloud Account Engagement, Powered by Pardot, get in touch to speak to one of our experts.
Introducing Marketing Cloud Account Engagement – the new name for Pardot
Salesforce has announced that Pardot, alongside all other Marketing Cloud products, will be getting a new name. This is part of a drive to unite the marketing offering under one Salesforce for Marketing suite. Under this more closely aligned setup, Pardot is now known as Marketing Cloud Account Engagement. Or MC Account Engagement for short!
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It’s Time to Break up with go.pardot
Most organisations that are using #Pardot should already have a tracker domain set up. If you’re still using the go.pardot tracker domain for anything, ANYTHING at all, it is time to break up and move on…
Prepare your Pardot Account for Apple Mail Privacy Changes
When Apple released its Mail Privacy Protection features in 2021, it allowed its Users to hide their email engagement activity from senders. From an email marketing perspective, this has made it challenging to be able to accurately measure email engagement and success. Read on to find out how Pardot is supporting with preparing us for this shift.
Continue reading “Prepare your Pardot Account for Apple Mail Privacy Changes”
Slack integration for Pardot
Following Salesforce’s acquisition of Slack in July, it’s no surprise that more integrations and apps are coming to Salesforce and Pardot. In the Winter’22 Release we saw one of these great new integrations come to Pardot in the form of notifications to channels. Learn how to set this up for your organisation in this blog.