Philosophy, Challenges, and Opportunities of DevOps on Salesforce
DevOps on Salesforce is not simple. But why does it have to be so complex? If we go back to the beginning and think about the philosophy of DevOps, it reminds us of what we’re actually trying to achieve. It helps us to understand which scenarios demand layers of tools and processes, and which […]
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Track Which Marketing Campaigns Are Driving Salesforce Tasks
Salesforce Tasks have been around for quite a long time, acting as a bridge between different teams and team members. When it comes to marketing activities, a common request we had was ‘Can we see which campaign triggered our tasks?’. Up until now, we were unsure, but not anymore.
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A Formula for Success
Formula fields are a great way to derive data using information from the record or related records. You can fall out of love with them because of the dread of updating a long and complex expression and having to understand what each bit does. In this article, we will talk about some best practices and […]
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Say Goodbye to Real-Time Automation Rules
Automation Rules are one of the most powerful tools in Account Engagement (Pardot). Whether that is your lead management or opt-in process, this tool is essential to keep everything working. However, as of the Summer ’23 Release, real-time automation rules will become a thing of the past.
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The End of the Pardot Classic App – Get Pardot Lightning Today!
The time has come, the Pardot Classic App will no longer be accessible soon. But when will this happen, what does it mean and what should you do?
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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.
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Scoring & 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 […]
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No 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.
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Why 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.
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Trigger 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.
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5 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 […]
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New Starter – Migena Marina
Migena joined #teamnebula in September as a Marketing Automation Consultant, read on to find out more!
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