Pardot
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Florida Dreamin’: A Conference Where Soft Skills Shine
Florida Dreamin’ 2023 had an excellent mix of non-technical topics. Here are the soft-skills session highlights from the conference … Here are highlights from article Florida Dreamin’: A Conference Where Soft Skills Shine 1. The Florida Dreamin’ conference aims to provide inspiration and guidance for Salesforce community members. – The conference focuses on career pathing…
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Adding Public Folder to Lightning Email Builder
If you are using the Lightning Email Builder, you likely want to save your email templates in a public folder. The public folder will allow anyone in your team to access the email templates. (Saving the email templates in the Private folder means only you will have access.) But sometimes, you can’t see “Public Email…
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Speed Up Your Account Engagement (Pardot) Account | Salesforce Ben
Share this article…If you’re using Account Engagement (Pardot), you may notice that sometimes automations execute fast, while other times they take much longer. The same applies for the connector making updates in Salesforce/Account Engagement, and email sends. A question on the Trailblazer Community a few… Read More … Here are highlights from article Speed Up…
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Create a Custom Recipe in B2BMA with Account Engagement Campaign Influence Model
In this blog, we’ll walk you through step by step so you can build your custom recipe in B2BMA utilizing Campaign Influence and feel confident … Here are highlights from article Create a Custom Recipe in B2BMA with Account Engagement Campaign Influence Model 1. Trouble with customizing CRM Analytics and B2B Marketing Analytics (B2BMA) using…
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Automation Cookbook
So you think you know the basics about Account Engagement automations, but you are struggling to get started? It’s time to start practicing! Check out my Automation “Cookbook.” It’s a collection of common Account Engagement examples for typical marketing activities. This guide is intended for beginner to intermediate Account … Here are highlights from article…
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9 Free Add-Ons for Pardot and Salesforce Campaign Management | THE DRIP
Share this article…Smart marketers aim to get the most out of their marketing automation platform – after all, most aren’t cheap. As you become a power user, you will begin to spot functionality gaps that stump productivity, which could be easily solved… Salesforce Labs is… Read More … Here are highlights from article 9 Free…
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4 Operational Use Cases for Engagement Studio in Account Engagement (Pardot) | Salesforce Ben
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…
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Why You Should Get a Marketing Cloud Intelligence Audit
In this blog post, we’ll cover the reasons you should get a Marketing Cloud Intelligence audit and what to do with the information you gain … Here are highlights from article Why You Should Get a Marketing Cloud Intelligence Audit 1. Reasons for a Marketing Cloud Intelligence audit: – Validate the effectiveness of your work…
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Marketers Beware: Set Salesforce Field History Tracking for Email Opt Out
What’s the worst mistake in marketing? Most think of marketers sending wayward emails to the whole database, but what happens behind the scenes can be scary too. For instance, one marketing team was staring at an automation rule that had gone wrong. The marketer accidentally chose the criteria “Isn’t on the list” instead of ……
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Pardot (Account Engagement) Reverse Syncing: Create Salesforce Contacts Not Leads | THE DRIP
Are you creating contacts from Account Engagement (Pardot)? We dive into the details on how to manage these in your Salesforce org … Here are highlights from article Pardot (Account Engagement) Reverse Syncing: Create Salesforce Contacts Not Leads | THE DRIP 1. Reverse syncing in Pardot (Account Engagement): – Allows the connector to create contact…