How to Do Round Robin Assignment with Pardot (Account Engagement)
One of the key things to get right between Pardot and Salesforce is how we hand off prospects to sales. Some organisations have their sales team set up by...
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How to Connect B2BMA Components (That Use Different Datasets)
When using Pardot B2BMA (B2B Marketing Analytics), there may come a time when you want to tweak the dashboards to use your own custom components, or replicate a component...
Formula Fields + Pardot: The Problem and How to Solve It
Salesforce formula fields enable you to display and leverage a great deal of new, untapped information that already exists within your records. Formula fields in Salesforce allow you to...
Create Campaign Member Statuses Automatically with Salesforce Flow
Salesforce campaign member statuses are hugely important but are often overlooked, or not used properly. The breakdown of which prospects are interacting, and when, will give you insight into...
How to Attribute UTM Parameters to Salesforce Campaigns
Monitoring marketing channel performance in Salesforce (and Pardot) by each campaign is a challenge – and it’s even harder to determine which channel contributed to a prospect engaging with...
What Are Pardot (Account Engagement) Business Units?
Pardot Business Units are separate databases within a single Pardot (Account Engagement) instance that allow you to partition prospects, campaigns and assets. A common example is an enterprise organisations...
Identify Email Bot Clicks with Pardot Custom Redirects
One team couldn’t get their head around the numbers in their Pardot email reports. “Why do we have all these clicks but very little actual engagements in comparison?”, they...
Pardot Completion Actions and Connected Campaigns – The Dynamic Duo
There are a lot of things in this world that you can put together but not many that go together well. Within the Pardot and Salesforce world, there’s a...
