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How to Set up Salesforce Identity Licenses for Pardot – Trick to Save Admin Headaches
3 weeks ago by Tom Ryan

How to Set up Salesforce Identity Licenses for Pardot – Trick to Save Admin Headaches

Pardot’s user authentication (Pardot-only logins) will be discontinued as part of the Spring ’21 release. All users logging into Pardot will be required to use Salesforce single sign-on (SSO)....

Salesforce Page Layouts Best Practices for Marketing Teams
3 months ago by Lucy Mazalon

Salesforce Page Layouts Best Practices for Marketing Teams

Every Salesforce admin is well-versed in page layout best practices. The aim is to optimize Salesforce pages for different personas around the organization. Each team will use a set...

Complete List of Pardot in Salesforce [Updated]
3 months ago by Lucy Mazalon

Complete List of Pardot in Salesforce [Updated]

‘Pardot in Salesforce’ can mean many different things. We could be referring to Pardot data syncing to Salesforce fields, showing Pardot data in Lightning components, unified access (single sign-on),...

Campaign Influence Starter Pack: Unlock Salesforce Marketing ROI in < 30 Minutes
3 months ago by Lauren Drugan

Campaign Influence Starter Pack: Unlock Salesforce Marketing ROI in < 30 Minutes

All marketers need to demonstrate the return on investment from their initiatives. Now users of Salesforce and Pardot have an exciting new option for understanding the impact their marketing...

Quick Check for Duplicates in Your Salesforce Marketing Database
4 months ago by Lucy Mazalon

Quick Check for Duplicates in Your Salesforce Marketing Database

Duplicate records kill your Salesforce data quality and cause many issues once they go further into your org’s processes. Duplicate leads are the most common complaint, with new records...

Salesforce Account Contact Relationship Fields – Relate a Contact to Multiple Accounts
4 months ago by Lucy Mazalon

Salesforce Account Contact Relationship Fields – Relate a Contact to Multiple Accounts

‘Account Contact Relationships’ are how you can define ‘relationships’ between contacts (individual people) to accounts (a business). Not all relationships in the real world follow the classic B2B-business-cookie-cutter approach...

What is Salesforce CMS – A Brief Introduction for Marketers
4 months ago by Lucy Mazalon

What is Salesforce CMS – A Brief Introduction for Marketers

Salesforce CMS is the content management system Salesforce products leverage. Salesforce CMS is used for storing and accessing documents, images, videos, knowledge articles, and more, as a central repository...

What is Salesforce Engage? Learn in 10 Points [Updated 2020]
6 months ago by Lucy Mazalon

What is Salesforce Engage? Learn in 10 Points [Updated 2020]

Salesforce Engage is a Pardot product on a mission to bridge the gap between marketing and sales. You could say that it’s the Salesforce sales user’s window into relevant...

Ways to Capture Lead Source in Pardot and Salesforce
6 months ago by Lucy Mazalon

Ways to Capture Lead Source in Pardot and Salesforce

Lead Source is one data point that marketers have their eye on. The most basic way to describe Lead Source/Source is as a Salesforce/Pardot field which records where leads...

Changes to Pardot Login and Salesforce Identity Licenses
9 months ago by Lucy Mazalon

Changes to Pardot Login and Salesforce Identity Licenses

You may have seen this month’s Salesforce feature retirement notice that was sent out? It notified Pardot customers of the end of life for Pardot-only Logins, February 15, 2021...

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