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…
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 chill…
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…
Changing Your Required Field Character in Pardot Forms
The most common request I get when redesigning forms is to do something, anything, about the required asterisk. “It’s too hard to see!” “People don’t know it means required!’ “We have so many form errors!” If any of this sounds like you, then you’re in the right place. You probably also have some…
What to Watch Out For in Your New Pardot Org
If your company has just purchased a fresh Pardot Org and everyone is brand new to the tool, there are some things to watch out for. In my last role, I focused on helping customers get started with Pardot, and in doing this I noticed some common pitfalls that I’d like to cover today. Technical…