Everything About Pardot Field Sync Behavior and Null Value Sync – in One Post
Data can flow into, and out from, your Marketing Automation tool from a multitude of sources. Although the reality for most marketers is an exhaustive list, what I can...
How to Build a Pardot Landing Page Overview Report in Salesforce
Engagement History reporting gives us the opportunity to build Salesforce reports based on Pardot marketing asset performance data. I will get on to the details later – but what...
How to Customise Your Salesforce Campaign Hierarchy View
Campaign Hierarchies allow you to link related Salesforce Campaigns to one another, and arrange them into a hierarchy structure. Having ‘child’ campaigns linked to ‘parent’ campaigns is beneficial for...
5 Tips for Organising Your Salesforce Campaign Hierarchy
Campaign Hierarchies allow you to link related Salesforce Campaigns to one another, and arrange them into a hierarchy structure. Having ‘child’ campaigns linked to ‘parent’ campaigns is beneficial for...
Enable New Engagement History Dashboards – Get Enhanced Pardot Campaign Reporting Now
The Summer ‘19 Pardot release bought us Engagement History Dashboards. This pre-made report appears on Salesforce connected campaigns, visualising campaign performance trends – your Pardot campaign efforts deserve to...
The ‘Active’ Checkbox on Salesforce Campaigns – 4 Ways to Use It to Your Advantage
The ‘Active’ checkbox field on Salesforce Campaigns comes out-of-the-box with Salesforce. Many marketers take its existence for granted, as we get more efficient at setting campaigns up, almost on...
Tackling Duplicates in Your Salesforce Marketing Database: Finding & Merging Duplicate Leads
Duplicates are nasty. Duplicates are a problem for all marketers, splitting a Prospect’s profile across several records (leaving gaps or causing conflicts), and of course, skewing Engagement Metrics. There’s...
Build Your Campaign Approval Process Using Salesforce
Campaign Approval Processes are a popular request, especially those marketers using Pardot. There is no approval functionality available for Pardot campaigns, but luckily we have options now that Salesforce...
Respond Faster to Repeat Customers: Launch a Salesforce Opportunity from a Pardot Form Submission
You want to action requests that come through your Pardot forms appropriately and efficiently. The ideal Lead Management process channels leads through a ‘funnel’ that typically looks something like...
Assigning Leads to an Account: The Matched Leads Component is your Hero
We probably all know by now that Salesforce leads and accounts aren’t friendly with one another. In Salesforce, Leads are not the same as contacts. Contacts are associated to...