7 Fundamental Account Engagement Concepts for Salesforce Admins
Welcome to the marketing side of Salesforce! As a Salesforce admin, you may occasionally need to assist your marketing team in developing processes or generating reports from data in...
Category
Thank you for reading Marcos' post on The Spot. Marcos has been part of the Salesforce ecosystem since 2015. Currently, Marcos calls Texas home and helps co-run the Salesforce B2B Marketing User Group in Austin, TX. When it comes to the Salesforce ecosystem, Marcos is an active participant in forums, LinkedIn, and continues to mentor junior Salesforce enthusiasts online and in-person. He was recognized by Salesforce as part of the inaugural Marketing Champions class for his community contributions in 2020. Since then, Marcos has spoken at several Salesforce and tech-focused events around the United States, including popular community-led Dreamin' events, MarDreamin', and Dreamforce (twice). At work, Marcos enjoys supporting forward-thinking companies to grow with Salesforce. His sweet spot is helping sales and marketing teams with project management, implementations, and ongoing support on Salesforce. Need help with Salesforce or marketing automation? He's your guy! Check out his other blog featured on The Spot and be sure to connect with him on LinkedIn.
Welcome to the marketing side of Salesforce! As a Salesforce admin, you may occasionally need to assist your marketing team in developing processes or generating reports from data in...
A Campaign Member’s First Associated Date records the date a Lead/Contact became a member of a Salesforce Campaign, and it’s a great metric to use in your reporting. First...
Salesforce is upping their game in the race to incorporate the latest generative AI tools into their products. Announced during Salesforce Connections on June 7, Marketing GPT and Commerce...
Summer ’23 Release Update: With this release, Salesforce is re-allowing the Account Engagement Opt-Out field to be set to “Use Most Recently Updated”. However, We’ll leave this blog post...
The Salesforce Summer ‘22 Release is sending lots of love to CRM Analytics (formerly Tableau CRM) users in the form of updates and new features that make reporting work...
If you’ve ever experienced email bounces in Pardot (and chances are you have), you’ll know that reporting on and exporting them has been a labor-intensive task. That all changes...
Knowing the who, what, when, and how of Salesforce and Account Engagement (Pardot) sync behavior is key to understanding how you can use the integration to your advantage. If...
The Salesforce Spring ‘22 Release has been out for nearly a month now, and it included important features for marketers who are on the Salesforce platform. We get three...
The Salesforce Winter ‘22 release made the Pardot Prospect Mailability upgrade permanent for all orgs. And it also introduced four new user abilities that allow for more control over...
Pardot is delivering a whole new way to leverage your prospect data in the Salesforce Winter ‘22 release. Similar to webhooks, the new Pardot External Activities feature allows users...
Should you switch to Pardot Lightning? Probably. The Pardot Lightning App has been available since the Winter ‘19 release, but many Pardot users still prefer the comfort of Pardot...
The ability to designate Pardot Accounts as campaign members is finally here! Included in the Salesforce Spring ‘21 release is a beta feature that’s going to make many Pardot...
As part of the Salesforce Summer ’20 release, Pardot announced support for first-party cookies in an open beta. Some Pardot users’ reaction to the news: YAY! The rest of...
Pardot and Sales Cloud. They’re made for each other. Like peanut butter and jelly, cookies and cream, whiskey and Diet Coke — both function better with the other tightly...
I have never NOT been asked this question during a Pardot implementation: “Wait, I don’t get it… what’s the difference between Salesforce and Pardot campaigns?” Short story: they have...
Using Eventbrite to manage your events, and Pardot for your emails and marketing automation? The good news: they integrate! The bad news: only sorta. Let’s break it down. Setting...
Subscribe to The Spot
Martech Resources
Shopping consultants or jobs? Wanna join the action? Here’s everything you need to solve all the marketing technology things.
Quick Links
Get The Spot
The Spot for Pardot newsletter delivers a healthy dose of martech to your inbox — and nothing more.
© 2024 The Spot For Pardot | All Rights Reserved Sercante LLC.4
This website uses cookies to improve your browsing experience. By using our site, you consent to the use of web cookies.
You can manage or withdraw your consent anytime through your web browser settings. Learn more about our use of cookies in our Privacy Policy.