Why you'll want to adopt Pardot Connected Campaigns today

Top Five Pardot Engagement Reports in Salesforce

In 2018 Pardot introduced Connected Campaigns which enabled an entirely new set of data in Salesforce. Pardot instances enabled after the Spring 2019 Release, have Connected Campaigns by default. And if you have an older Pardot instance, I truly hope that you have set up your Connected Campaigns…


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Embrace the Lightning - Pardot Lightning App

I remember when Salesforce introduced Lightning for Sales Cloud. We were all so accustomed to the Classic interface that even though Sales Cloud Lightning was clearly an improvement, many users were hesitant to embrace the new UI. And now, with Pardot Lightning, “It’s like déjà vu all over again”.…


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…


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…


Congrats to Our Own Lara Black on Becoming a Salesforce MVP!

We're super proud to congratulate our own Lara Black, who today became the newest Salesforce MVP! We're elated Salesforce agreed that Lara's Pardot Expertise is unmatched! Lara Black, Salesforce MVP Lara, the first employee at Invado Solutions, is a top contributor in the Salesforce Pardot B2B…