Performing a Salesforce data export
As of August 2020, Salesforce no longer offers the data recovery solution it once provided. Although this solution was costly and not ideal, it does…
From Draft to Finished in Apex
Paul Gardner said "A painting is never finished. It simply stops in interesting places". This is 100% true of code. The finish is not the…
Grading Profiles for Different Products / Services
Grading is Pardot's answer to getting a quick view on how closely a prospect matches your ideal customer profile. But what if your business has…
Remove Pardot Tests from your Reporting
During campaign execution it is important to run a few Pardot tests to make sure everything is working correctly. However, these can often cause inconsistencies…
Country Field Discrepancies between Salesforce and Pardot
If you have enabled Salesforce State and Country picklists and you are using the Pardot default list of countries for the Prospect Default field as a…
Person Accounts in Pardot
At the recent Pardot London's meet-up, I spoke about Person Accounts in Pardot. They are best described as a merged Account and Contact record with…
4 Signs you should be considering CRM Analytics (Einstein Analytics)
One of the most frequently asked questions I get when talking about CRM Analytics (Einstein Analytics) is, "Why should I pay for additional licences when…
Automate Prospects Nurture from Salesforce
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…
Getting your Communication Preferences Right
Back at the start of 2020, when we could still get out and visit clients, one of the hottest topics of conversation was email communication…
