Pardot
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How AI Can Help SMB Marketers
Navigating the complex landscape of today’s customer engagement can be challenging, especially for SMB marketers looking to maximize efficiency. Artificial Intelligence (AI) is revolutionizing the way small to mid-sized businesses approach marketing, offering smarter solutions and deeper insights. Here are five key areas where AI can make a significant impact: 1. Personalization at Scale –…
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Connect WordPress and Account Engagement (Pardot) Using Salesforce SSO
As Salesforce professionals, you understand the significance of seamless integration between different platforms. With the recent updates, integrating WordPress and Pardot using Salesforce SSO (Single Sign-On) is more streamlined than ever, ensuring a cohesive ecosystem for marketing and content management. Here’s an overview of the 5 key areas to consider when implementing this solution: 1.…
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Pass the Salesforce Data Cloud Certification Exam on the First Try
As Salesforce professionals, staying ahead in the field means keeping a pulse on the latest advancements and certifications. Salesforce’s recent introduction of the Data Cloud Certification is a prime example of an innovation that requires our attention. Delving into the pivotal elements of this certification can illuminate how it’s set to shape the Salesforce landscape.…
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Marketing Cloud Growth Campaign Flows vs. Salesforce Flows
Understanding the nuances between Marketing Cloud Growth’s Campaign Flows and Salesforce Flows is crucial for Salesforce professionals looking to optimize their marketing and sales strategies. Below is a summary of the five key areas where these tools differ, helping you make an informed decision about which tool suits your specific needs: 1. Purpose and Usage…
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How to Manage User Access on Account Engagement (Pardot)
Understanding how to manage user access in Account Engagement (formerly Pardot) is crucial for maintaining data security and ensuring the right level of access for each team member. Here’s a breakdown of five key areas that are essential when configuring and auditing access in the platform: 1. User Roles – Assign roles based on the…
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Change Management Tips for Successful Account Engagement (Pardot) Implementations
Staying at the forefront of Salesforce innovation means recognizing the importance of effective change management, especially with Pardot implementations for account engagement. Here’s a distilled list of key areas to ensure your success. 1. Leadership Buy-In and Support – Secure executive sponsorship to champion the initiative. – Engage leadership in communicating the vision and value…
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All the Ways to Collect Customer Feedback With Salesforce Forms
Discover how Salesforce forms can transform your approach to collecting customer feedback. Harnessing this powerful tool, you can streamline data collection and gain invaluable insights to elevate customer relationships and drive strategic business decisions. Here’s a breakdown of five key areas to focus on: 1. Form Types – Web-to-Lead Forms: Capture leads directly into Salesforce.…
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Account Engagement’s Email Builder – New Email Experience
As Salesforce professionals, staying ahead of the curve is essential for success. The Salesforce ecosystem is constantly evolving, and understanding the latest trends and best practices is critical. Dive into these 5 key areas that are pivotal for Salesforce success: 1. User Experience (UX): – Prioritize user-friendly designs to boost efficiency and user adoption. –…
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Powered-Up Account Engagement (Pardot) Admin – Revisited 6 Years On
Staying current with Salesforce advancements is crucial for keeping our skills sharp and service offerings robust. Six years after the initial release of Pardot, now known as Account Engagement, it’s time to revisit the platform and its administration with fresh eyes. Here’s a distilled overview of the significant updates and areas of focus: 1. User…
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Salesforce Summer ‘24 Highlights: Marketing Cloud Account Engagement
Stay ahead in the ever-evolving Salesforce ecosystem with these highlights from the Salesforce Summer ’24 release focused on Marketing Cloud Account Engagement. 1. Enhanced Journey Builder – New conditional wait activities enable more tailored customer journeys – Improved engagement splits for precise tracking of customer interactions 2. Optimized Email Deliverability – Advanced email delivery features…