5 Exciting New Features in the Winter ’22 Release!
With the Winter ’22 release just days away, we thought we would list some of the new Salesforce features we are most excited to see!
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Boost your Customer Experience with NPS Surveys in Pardot
NPS, or Net Promoter Score, surveys are a great way to monitor your customer experience in a consistent and well established way. A simple score from 0 to 10 tells you how likely a customer is to recommend your business. And it allows you to track changes in customer experience over time. Typically, surveys are […]
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Winter’22 Release: Pardot New Features and Updates
The Winter’22 release is coming soon. Bringing with it several exciting new features and updates to make every B2B marketer’s dreams come true! As a result, we have additional drag and drop builders. As well as integrations galore. In addition, it will be easier to filter list views in Pardot and Salesforce. Furthermore there are […]
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How Do I Renew an Expiring Salesforce Certificate?
“Error: Certificates in your Salesforce org will expire soon”. Have you received this email and not sure what it means? Likewise, wondering what will happen if you do nothing? Or, have you simply seen it as spam and consequently forgotten about it. Or ignored it for too long and as a result something has stopped […]
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Setting up Multiple Currencies in Salesforce
Does your organisation operate in multiple Countries? Do users need to be able to view opportunities and quotes in their local currency? If you answered yes, then the multiple currency feature in Salesforce might be something you want to look into!
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Improve your data quality by activating the Country/State Picklist
When implementing Salesforce, the Country/State picklist is a feature most people would expect to automatically be configured. However, this is not the case. Salesforce likes to give you the option. So you can switch from a free text field to a standardised list of values. Improve data quality by activating the Country/State picklist. Keep reading […]
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Empower your Pardot with Pardot Einstein
Pardot Einstein is a set of AI-powered features for your marketing automation through Pardot. Empower your Pardot with Pardot Einstein today!
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Integrate your Social Marketing with Account Engagement
Social marketing connectors have been around for a long time, allowing marketers to manage their social campaigns from Account Engagement. But even though they’ve been available for years, they are easily forgotten and not at all leveraged. So here I am now, trying to shine some light on this great feature.
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Pardot Reporting: What, Where and How?
Over the past years, we have seen many great new features rolled out, all related to Pardot Reporting. However, confusion can rise quickly. It’s not always easy to tell what reporting is available to you, where can you find it, and how you can make the most out of it. Hopefully, my post will help […]
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Custom Object Syncing with Pardot
As a B2B marketing platform, Pardot offers out-of-the-box connections to Leads, Contacts, Accounts and Opportunities. But what if you want to reference a Custom Object in your Pardot segmentation? There is a way and I’m here to tell you all about it.
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3 Steps to the Perfect Re-Engagement Campaign
So you want to run a Re-Engagement Campaign in Pardot? Maybe you’ve been doing some list cleaning and discovered you had more inactive prospects than you thought. What now? How do you reach that audience and bring them back into your campaigns? The answer is three simple steps to an effective re-engagement campaign, inviting your […]
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Empower your Pardot Super User
Pardot account management has been gradually moving over to Salesforce. Now, there are specific permissions you can apply to a permission set, so that your Pardot Super User can manage your Pardot account directly in Salesforce. Empower your Pardot Administrator today by unlocking the Marketing Setup area.
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