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 Your Account Engagement (Pardot) Account | Salesforce Ben
1. Optimizer:
– Use the Account Engagement Optimizer tool to get a big-picture view of your account’s efficiency.
– Monitor flagged items and their assigned status to take quick action.
– Pay attention to active automation rules, active Engagement Studio programs, and prospect data changes.
2. Automations:
– All types of automations, including automation rules, completion actions, dynamic lists, segmentation rules, and Engagement Studio actions, contribute to processing effort.
– Focus on automation rules and dynamic lists.
– Pause unused automation rules to optimize account hygiene.
– Consider moving automation rules into Engagement Studio for more efficient execution.
– Define criteria for dynamic lists to automatically add or remove prospects.
3. Email Sends:
– Monitor the execution time of email sends and identify any delays.
– Schedule email sends during off-peak hours to avoid system congestion.
– Optimize email content and design to reduce load time.
4. Salesforce Connector:
– Monitor the performance of the Salesforce/Account Engagement connector.
– Identify any delays in updates made in Salesforce.
– Check for any issues with the connector’s configuration or setup.
5. Scaling and Performance:
– Regularly review your account’s performance metrics and adjust as needed.
– Consider upgrading to a higher edition if you frequently hit automation rule limits.
– Consult Salesforce documentation and resources for best practices on scaling and improving performance.
You can read it here: https://sfdc.blog/WisDU
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