Recently, Salesforce ran a webinar demonstrating the new drag and drop Pardot Lightning Email Builder. This feature has been a long time coming for the Pardot community, so I was excited to see what it had to offer. I’m going to break down the best features I saw, and explain what else this tool needs to offer to make it viable for Pardot users around the world. So here it is – the story so far!
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Pardot Sandboxes have been widely requested by Pardot users around the world. (You can take a look at the idea here). They allow you to test in a safe, non-live environment before making changes for real. While Sandboxes have been available in Salesforce for a while, they have been long awaited in Pardot. But now they are here…
Continue reading “The What, How and When of Pardot Sandboxes”
It’s Summer 2020. You’re getting on in this crazy world and then BAM, Pardot makes the v2 connector available to upgrade to. What’s the v2 connector you ask? Am I on it already? Should I upgrade? All great questions. I’m here to answer them.
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We have been excited about the Pardot Summer ’20 Release since the initial announcements. On a recent Pardot webinar we got the chance to see a new feature in action, with which you can automate prospects nurture from Salesforce directly. It will work through an ‘Add to Engagement Studio list’ action button and will be available in July.
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We are not far off the Salesforce Summer’20 release (currently scheduled for mid-July). Although the core Salesforce platform features usually grab the headlines, it is another big release for Einstein Analytics.
So what features do we have coming very soon (already in sandboxes)?
Continue reading “Summer’20 Einstein Analytics Release Highlights”
With the Pardot Summer ’20 Release we are getting one step closer to a perfect Pardot <> Salesforce alignment. In this release there are many great new features to look forward to, here are the ones I am most excited about.
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Despite a slight delay, there is a lot of excitement about the Summer’20 release. Our Pardot team are especially excited, as are people looking forward to using Dynamic Forms. As such, I wanted to talk about the Salesforce CPQ items in the Summer’20 release and what they mean.
Einstein Prediction Builder is a point and click AI tool and is available to purchase as one of the tools within the Einstein suite. In the Spring ’20 release, customer can now get one free prediction. So what is Einstein Prediction Builder, and what can you do with it?
Longer days and sunny mornings can only mean one thing: spring is coming. With that, the Pardot Spring ’20 Release is here as well. It is full of exciting new features keeping B2B Marketers happy and excited.
When it comes to healthy account management, Pardot export is one of the tools we leverage the most. This post explains where you can find this functionality and how it can be used. If you are already familiar with the feature don’t walk away, as some things have recently been changed.
With Salesforce buying Vlocity this month for over a billion dollars it is a good time to think about the place for industry specific clouds in the Salesforce Ecosystem.
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Feedback is a powerful source of insight for any organisation aiming to improve their customers experience. What better way than to have that insight available natively in Salesforce? Introduced in Spring ’18, Salesforce Surveys have evolved significantly. New features are delivered in every release and 2020 will not disappoint!
Continue reading “Salesforce Surveys – Feedback at your Fingertips”