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)....
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...
‘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),...
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...
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...
‘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...
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...
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...
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...
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...