Salesforce Tips

Salesforce has been on a renaming tear lately. Lots of products, especially in the marketing space, have been renamed. This hasn’t always resulted in more clarity. Pardot is now Marketing Cloud Account Engagement, while Marketing Cloud Messaging/Journeys is now Marketing Cloud Engagement. Some of the larger renamings have gotten a lot of attention. One subtle […]

This article pertains to the Account Engagement Lightning Email Builder, and the associated Email Content tab in the Account Engagement App in Salesforce– just to be perfectly clear what we are referring to!! Specifically, why does this object not behave like any other list view in Salesforce and allow you to create custom list views?

The Pardot-Salesforce Connector Sync Queue is one of those things that a good admin knows to check regularly, and one of those things that, maddeningly, has no way of sending you a proactive alert that there’s something “stuck” in it. One of the most common reasons that something gets stuck is that the Salesforce duplication

It’s a balmy 7 degrees Fahrenheit in Chicagoland as I write this, so it’s sort of appropriate to write about how lead status in Pardot “freezes” when it’s converted to a contact. The setup to this scenario is you’ve created a custom field in Pardot to map to the standard Lead Status (API name “Status”)

The Pardot Lightning App was launched in 2018. As we begin 2022, why is the “Pardot URL” field still referring to the Pardot Classic app? And why do we have no off-the shelf internal reference in the Pardot Lightning App to the Pardot Prospect record in Lightning? I have no answer to these questions, but