MC Account Engagement User Permissions
Marketing Cloud Account Engagement (Pardot) and Salesforce are becoming more aligned than ever before. From Account Engagement Lightning, Engagement History, Lightning Builder assets, and more! Make sure your Salesforce users have the right access to Account Engagement functionality with our handy cheat sheet.
ReadScoring & Scoring Categories: A staple, yet powerful tool
Scoring may be a familiar tool to most that use Account Engagement (Pardot), but is it utilised to its full potential? Then there’s Scoring Categories, a subset score based on specific content engagement. Can it benefit your business and add to better quality sales assigned leads? If you’re not yet leveraging scoring rules, you can […]
ReadNo more Spam Form submission in Pardot
Spam form submission is one of the most challenging causes of security risks in the Account Engagement (Pardot) platform. They open a gate not only into your marketing platform but your CMS as well, so you have to protect your platforms and be prepared.
ReadWhy you need an Account Engagement Audit
In a previous blog, we asked “Does your Pardot Account Need an Audit?”, where we explained what is involved in a Pardot Audit, and how we at Nebula run these for our customers to ensure they get the most out of their investment.
ReadTrigger External Actions from Engagement Studio
You may have seen that in the Winter’23 Release, you will be able to take action on prospects outside of Account Engagement. This is really exciting news for marketers that have disparate systems. We were lucky enough to pilot this feature over the summer, read on to find out how it went.
Read5 Tips When Implementing Salesforce Sales Cloud
So, you have finally decided to take the plunge and move away from your tired, complicated spreadsheets or your rigid, unforgiving CRM system. Great – Welcome to the world of Salesforce. Implementing a Salesforce Sales Cloud instance or customizing and adapting is no easy task and shouldn’t be taken lightly. You should be looking to […]
ReadNew Starter – Migena Marina
Migena joined #teamnebula in September as a Marketing Automation Consultant, read on to find out more!
ReadSimplify 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 […]
ReadNew Starter – Matt Envine
Matt joined #teamnebula in September as a Salesforce Consultant, read on to find out more!
ReadHear from the Best and Brightest at DevOps Dreamin’
DevOps Dreamin, the premier conference for Salesforce Developers and Architects, is coming to London this year. This time, it’s bigger and even better than its sell-out success in 2019. You should expect an impressive lineup of speakers in the Salesforce industry. Learn from the best and the brightest and meet other like-minded professionals.
ReadWinter’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.
ReadHow to build an organised Account Engagement (Pardot)
Let’s imagine a library before we talk about Account Engagement (Pardot). Books are organised by genres to separate shelves and often categorised in alphabetical order. This makes it easy to find the book you need. Now, why can’t we have that, in the form of an organised account?
Read