Spring ‘23 Release for Marketing Cloud Account Engagement
The Spring ‘23 release seems to have a bit of a running theme around maintenance and technical setup, with no updates for the marketer’s experience on the platform. One of the core values of Salesforce is trust, and this release seems to be ensuring their platform can remain a trusted tool to use. We […]
Read
Manage your Webinar Campaigns with Account Engagement
Integrating your webinar campaigns with Pardot allows webinars to become part of your marketing automation strategy. Download our guide to learn how you can succeed.
Read
May 2023 Update: Opt Out Sync Behaviour
Based on valued feedback, you can now use the most recently updated field value as a source of truth for the prospect Opted Out field. In the Spring’23 release, you would need to set either Account Engagement (Pardot) or Salesforce to win if there is a discrepancy between the two systems. But in the recent […]
Read
Define Your Global Marketing Strategy with Account Engagement
In the last few releases, the Account Engagement product team has given us some amazing enterprise-level features for global marketing automation. We’ve seen the introduction of Einstein, External Actions and a more powerful infrastructure to back up larger datasets and complex operations. Global enterprise businesses are now choosing Account Engagement more and more. But how […]
Read
Let’s Wrap Up 2022 with our Marketing Cloud Team
2022 has been a year full of achievements and celebrations for our Marketing Cloud team. From events, we’ve attended and personal development goals we achieved, to so many new certifications, new exciting projects, and amazing new team members! Let’s start with our name, which changed from the Pardot Practice to the Marketing Cloud Practice. This, […]
Read
Building bridges: The Pardot API for Marketers
When hearing “API” (application programming interface) crop up, you might think to go straight to your development team and leave it with them. You’re right in thinking the mechanics of how this works is very much a developer task, but it’s important as a Consultant or Account Engagement (Pardot) admin to understand the capabilities that […]
Read
Use the new Email Builder in Salesforce Engage
In the Spring ‘22 release, a new setting was added for Salesforce Engage. The new setting lets you choose which types of emails sales reps can use when sending Engage emails – Pardot Classic or Lightning. Read on to learn more about how to enable and use it.
Read
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 […]
Read
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.
Read
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 […]
Read
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.
Read
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?
Read