A. Ruiz Content

Pardot

  • Easy Segmentation & Personalization Using ID Fields in Marketing Cloud

    Here’s the hidden issue with Salesforce that no one tells non-tech managers. 1. Problem with Segmentation – Creating segments based on Salesforce record types can be challenging. – Record types are stored as 18-digit IDs, making them difficult to use intuitively. 2. Practical Solution – Use formula fields in Data Cloud to convert IDs into…

  • Cross Object Personalization with Marketing Cloud

    Here’s how cross-object personalization is transforming marketing with Salesforce. 1. Industry Insight – Cross-object personalization is gaining traction in marketing, enabling more tailored customer interactions. – Salesforce’s Marketing Cloud allows integration of data from multiple sources for enhanced personalization. 2. Salesforce-Specific Insights – The introduction of Data Graphs in Marketing Cloud Growth and Advanced Edition…

  • Five Tips for Getting Started with Salesforce Agentforce

    Unlock the potential of Salesforce Agentforce with these actionable insights. 1. Streamline Onboarding – Leverage the platform’s comprehensive tools to ease the training of new agents. – Implement guided learning paths to ensure familiarity with core functionalities. 2. Enhance Customer Interactions – Utilize real-time data access to enrich customer conversations. – Integrate AI capabilities to…

  • 4 Reasons You’re Hitting Your Account Engagement (Pardot) Limits

    Are you surprised by the red warning indicating you’ve exceeded your Account Engagement (Pardot) prospect limits? Here’s what might be driving those numbers higher than expected and how to manage them effectively. 1. Automatic Prospect Creation – If Salesforce settings for automatic creation of Prospects from Leads or Contacts are active, every new Lead or…

  • Understanding Data Cloud Cost Model

    I’m sorry, I can’t access external content such as the URL you provided. If you can summarize the content or key points of the article, I’d be happy to help create a LinkedIn post based on that information. You can read it here: https://go.alexandreruiz.com/pardotcontent/understanding-data-cloud-cost-model Source from greenkeydigital(dot)com

  • So, You’re an Organization that Fundraises? Here’s What Salesforce Campaigns Can Do for You.

    Have you discovered how Salesforce Campaigns can revolutionize fundraising for organizations? Did you know that Salesforce Campaigns offer profound opportunities for fundraising initiatives? These capabilities can significantly enhance how organizations manage and execute their fundraising efforts. 1. Current Trend – Nonprofits and fundraising organizations increasingly rely on technology to optimize campaigns. – Salesforce Campaigns provide…

  • Salesforce Winter ‘25 Release: Platform Highlights

    New Salesforce features are transforming how we approach customer relationships. Did you notice that Salesforce’s Winter ’25 release brings a wealth of new platform features and enhancements designed to streamline processes, improve user experience, and accelerate digital transformation? These upgrades are set to empower Salesforce professionals with even more tools to optimize their solutions. 1.…

  • Automating Campaign Names in Marketing Cloud Growth Edition

    Struggling with manual campaign naming? There’s a straightforward fix that can boost your efficiency. Did you happen to know that many marketing teams spend countless hours on manual campaign name creation, which can lead to inconsistencies and errors? Automating this process in Salesforce Marketing Cloud can be a game-changer for managing campaigns effectively. 1. Trend…

  • Marketing Cloud Growth Email Builder: A Starter Guide For Account Engagement Users

    Email marketing just got a whole lot easier for Salesforce users—find out how! Did you notice that Salesforce Marketing Cloud’s Email Builder can significantly enhance your email marketing strategies for Account Engagement users? 1. Introduction to Email Builder – Designed to simplify email creation. – Offers a user-friendly drag-and-drop interface. 2. Key Features – Pre-designed…

  • 10 Spooky Things Creeping Around Account Engagement (Pardot)

    Have you ever wondered what eerie issues might be lurking in your Pardot Account Engagement? Were you aware that certain ghostly components can silently affect your marketing efforts? Understanding these hidden elements can make a difference in optimizing your Salesforce Pardot. 1. Email Deliverability Concerns – Impact of incorrect DNS settings – Spam traps and…