Top Four Data Challenges for Salesforce / Pardot Admins

In the past 7 years, I have had the good fortune to work on hundreds of Salesforce orgs. I have seen many variations of configuration and have found that the orgs that use the Salesforce mantra of “Clicks before Code” are my favorite. However, whether you are working in an org that is coding…


Pardot Isn’t Perfect - Here Are Some Workarounds

Having been a part of hundreds of Pardot implementations over the years, I’ve fielded a lot of the same questions from new Pardot users with regard to the tool’s functionality. While Pardot is great at a lot of things, it’s not perfect. There are certain areas in which Pardot excels and other areas…


Harnessing Pardot Marketing Data Sharing to Control Data Flow

One of the biggest selling points of Pardot is its “in-platform” relationship with Salesforce. In a lot of ways, Pardot can be viewed as an extension of Salesforce, but it's important to remember that the “person” records (Prospects in Pardot and Leads/Contacts in Salesforce) are actually stored in…


Bot Activity and Visitor Filters

You may have noticed some strange activity when viewing some of your email reports, or even when just viewing a prospect’s activity history. Email security and enhanced spam filters are becoming more and more common. Certain services out there will actually click every link in an inbound email to…


Set Yourself Up For Easy Mass Updates - You Can Thank Us Later

Every Pardot admin has been in a situation where news trickles down the chain and reaches you absolutely dead last. “As you all know, we’ve been reworking our logo and I’m proud to announce that today’s the official roll out. I don’t want to see the old logo on anything starting tomorrow.”  A…


Pardot Admins: What You Need Inside Salesforce to Get the Most Out of Pardot

Understand the Salesforce access requirements for Pardot Lightning As a Pardot administrator, you already have access to a powerful standalone marketing automation tool. The Pardot Lightning App provides even greater value – enabling marketers to tap the functionality of Pardot inside Salesforce…


BIG August Updates for Pardot

Last week, Pardot started rolling out some pretty big updates that many users are excited about, including myself. They started pushing them live on the 21st and will continue to do so until the 30th, so if you aren’t seeing the updates yet don’t worry! In this post, I’m going to highlight the…