Share this article…If you’ve been exploring Account Engagement (formerly Pardot), then you will have come across Engagement Studio – the flagship feature that gives you an interface to visually map out automated campaign sequences. Aside from the obvious use cases (i.e. those for marketing automation),… Read More …
Here are highlights from article 4 Operational Use Cases for Engagement Studio in Account Engagement (Pardot) | Salesforce Ben
1. Clean Up Automation Rules
– Engagement Studio can be used to consolidate and streamline automation rules.
– Helps reduce the number of active automation rules.
– Ensures consistency and avoids conflicting actions.
2. Fixing Sync Errors
– Engagement Studio can be used to identify and fix sync errors between Account Engagement and Salesforce.
– Useful when Salesforce configurations are changing frequently.
– Can handle large volumes of errors efficiently.
3. Update Prospect Mailability Status
– Engagement Studio can be used to update prospect mailability statuses.
– Provides clarity and separates “Do not email” and “Opted out” fields.
– Allows for different paths based on mailability status.
4. Lead Assignment
– Engagement Studio can be used to replicate multi-level assignment hierarchies.
– Can assign prospects to queues based on field data and engagement levels.
– Provides a centralized view of assignment criteria and identifies any gaps.
You can read it here: https://sfdc.blog/JLMmp
Source from salesforceben(dot)com