Driving Demand with Pardot and Financial Services Cloud (FSC) - Part 2

In my previous post we talked about understanding the unique Financial Services Cloud (FSC) data model.  Now that you’ve got Pardot implemented and connected with your Financial Services Cloud (FSC) instance, Pardot will allow you to automate and provide a customized level of service to your…


5 Reasons for Sending all Prospects from Pardot Directly into Salesforce

As a Pardot Consulting shop we are often asked questions about when a Pardot prospect should be created in Salesforce. Historically, many marketers would prevent prospects from being synced with Salesforce until they have qualified them. This was a good strategy for building confidence in the data…


Driving Demand with Pardot and Financial Services Cloud (FSC)

Marketing is a must in the Financial Services industry and is often what will set a firm apart from its competitors.  Surveys of customers report that the expectation of a relationship with their Financial Services provider is as important as the products or services they are purchasing. Pardot can…


5 Things To Consider When Creating Campaign Members from Pardot

The concept of Campaign Membership within Salesforce is central to a lot of functionality within Pardot, but it’s often misunderstood or misapplied. Here are some considerations to keep in mind when creating or updating Campaign Members from Pardot:  1. Completion Actions (such as ‘Add to CRM…


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…