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6 Salesforce Reports You Never Knew You Needed (for Marketing)
3 days ago by Lucy Mazalon

6 Salesforce Reports You Never Knew You Needed (for Marketing)

As a marketer using Salesforce, there is a ton of insight ready for you to tap into within your CRM by using standard Salesforce reports and dashboards. Aside from...

What is a Conversion? Tips for Mapping Out Marketing Conversions
5 days ago by Lucy Mazalon

What is a Conversion? Tips for Mapping Out Marketing Conversions

Marketing is overloaded with buzzwords – and other words that have been said so many times that they begin to lose their meaning. One word (for me, at least)...

10 Ways Salesforce Automation Maximises Pardot Marketing
1 week ago by Lucy Mazalon

10 Ways Salesforce Automation Maximises Pardot Marketing

Pardot is so closely connected to Salesforce (relative to other marketing automation vendors) that Pardot can leverage Salesforce automation capabilities. This opens up a world of opportunity for Pardot...

Salesforce Release Einstein Key Account Identification
1 month ago by Lucy Mazalon

Salesforce Release Einstein Key Account Identification

Einstein Key Account Identification “uses AI to surface the accounts with the highest likelihood to purchase” within your Salesforce org. You could say this new feature is Pardot Einstein...

How to Set up Salesforce Identity Licenses for Pardot – Trick to Save Admin Headaches
2 months 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
5 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]
5 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
5 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
5 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
5 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...

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  • 6 Salesforce Reports You Never Knew You Needed (for Marketing)
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