Summer '24 Broke Lead & Task Assignment Notifications in Account Engagement
I don't normally blog about known issues, but this one is likely to have widespread impact on many Account Engagement (Pardot) orgs and...
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Unfettered Blog
Expert advice on Salesforce Sales Cloud CRM, Account Engagement (Pardot), ActiveCampaign plus other random sales & marketing topics as they strike me.
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Build a Native QR Code Event Ticketing System in Account Engagement
2023 was my 4th consecutive year presenting at Mardreamin', a virtual conference for all things Salesforce Marketing, including Account...
340 views
Why won't my Email Templates show up in Email Content in the Drag and Drop builder?
You build a Lightning Email Template for Account Engagement and when trying to use in Email Content, it doesn't show up as an option. Why?
147 views
The difference between List Email and List Email
The standard Salesforce Sales Cloud feature that was called "Mass Email" is now called "List Emails". Account Engagement also has List Email
144 views
How to Update the Image on a LinkedIn Post after it's been Posted
Occasionally, groups don't communicate well internally. Sometimes a link is posted on social to a website page before the page is...
7,158 views
How to Bulk Download your Account Engagement (Pardot) Files
Those of you with long-lived Account Engagement instances (from back when it was called Pardot 😁) may have file repositories with a lot...
787 views
How to Create Custom List Views for the Email Content Object of the Lightning Email Builder
This article pertains to the Account Engagement Lightning Email Builder, and the associated Email Content tab in the Account Engagement...
1,186 views
How to use the Zapier Paths Tool Correctly
One of the useful parts of Zapier automations is the ability to branch an automation based on conditions, called paths. Here's how to use it
38 views
How to Integrate LinkedIn Lead Gen Forms with Account Engagement (Pardot) - video
There are several ways to send LinkedIn Lead Gen forms to Salesforce, but this is the best way for Account Engagement (Pardot) users.
270 views
My Engagement Studio program grew Fangs!
Have you ever tried to reconnect nodes in an Engagement Engagement Studio program, and ended up with something that looks like fangs?
31 views
How to prevent lazy loading from messing with your iframe embedded forms
Sometimes I come across these edge cases where a solution is discovered to an obscure or tricky problem, and I just have to share it,...
22 views
Use this simple trick to quality check your list email builds before sending
You should be using the built in email render testing in Account Engagement (F/K/A Pardot) to check the appearance of your emails before...
211 views
Flows vs Engagement Studio: What to use When?
I recently gave a talk to the Philadelphia Trailblazer marketing user group, discussing how to think about and apply the two multi-step...
304 views
Change to Account Engagement (Pardot) File Access Behavior
Pardot file access now loads the file in a browser tab, instead of downloading!
282 views
How to Submit LinkedIn Forms to Pardot (Account Engagement) via Zapier
This article concerns how to send data from LinkedIn Forms to Pardot using Zapier.
845 views
Slack Markdown, @Mentions, and other Tricks for the New MCAE (Pardot) Slack Connector
Now that the Pardot (Marketing Cloud Account Engagement / MCAE ) Slack connector is out of beta, more people are probably willing to give...
481 views
The Power of the Median
No, I'm not talking about the strip between two lanes of a road, I'm talking about the statisitical median. The value that represents the...
145 views
8 Ways to use a Form as a Mini Landing Page
Did you know you can use a Pardot / MCAE* form all by itself? It's sort of like a mini landing page. Since all Pardot / MCAE native forms...
130 views
How to Clear a Deduplication Error from the Sync Queue (and stop it from happening)
How to clear a duplicate error from the Pardot-Salesforce sync queue.
1,847 views
A Quick and Easy Way to A/B Split Your Marketing Automation Database
Sometimes it's helpful to be able to split our data into a couple of chunks to make it more manageable. Maybe we want to A/B test a...
214 views
*As of April 2022, Pardot has been renamed Marketing Cloud Account Engagement, as part of Salesforce's effort to organize all the marketing products under the same platform umbrella. "MCAE" is simply the same Pardot we know and love under a new name. The product is temporarily being referred to as "Marketing Cloud Account Engagement powered by Pardot."
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