Category: Salesforce

Understanding key Account Engagement (Pardot) terms is essential to learning the tool. Every tech industry loves a buzzword, and Pardot (Account Engagement) is no exception. If you’re learning Account Engagement (Pardot), or are training new users on how to use it, you should pay attention… Read More

Are you ready to migrate your automations to Salesforce Flow? With the impending retirement of Workflow Rules and Process Builder, you may be wondering how to get started with planning your migration to Flow. Never fear, as we’ve got a brand-new, FREE course just for… Read More

IdeaExchange Prioritization cycles are periods of time throughout the year when Salesforce product managers can pitch potential Salesforce features and enhancements. Salesforce professionals then vote for the ideas they believe will have the greatest impact – as a result, the Salesforce product development teams set… Read More

Have you ever wondered how your org stacks up against your peers? Do they have the same amount of complexity, automation, and technical debt? As a scientist who’s been in the Salesforce ecosystem for over nine years, I’ve always been fascinated by the insights we… Read More

Salesforce spans nearly every department in an organization, however, each department uses the platform differently, with individual needs, use cases, and levels of support. Testing Salesforce is no different – each department has different test cases based on the key features it uses. So, what… Read More

Pardot score represents how engaged a prospect is, how interested the prospect is in your brand. Each Pardot (Account Engagement) prospect is assigned a numerical score that is calculated by assigning a number of points according to their interactions with your Pardot assets. Pardot (Account… Read More

Email addresses are the lifeblood of marketing automation. Invalid, old, or dummy email addresses cause high email bounce rates, which eventually will lead to poor deliverability (sender reputation) and skewed email reporting. Avoid this email marketing nightmare by regularly (or even better, automatically) cleaning your… Read More

Progressive Profiling is an out-of-the-box Pardot Form feature. When a prospect returns to a form, only form fields that the prospect has not previously completed will be shown. For example, if we already know a prospect’s job title, the next time they return to the… Read More

The datatable component within Screen Flow is bound to be a crowd favorite. This is an out-of-the-box option for screen flows, currently in beta (as of Winter ‘23). In this overview, we’re going to configure the component so that users can select multiple Lead records… Read More

2022 was quite a year for Revenue Operations teams. For most, it was a year focused on improving documentation, developing better collaboration, and reducing tech debt. But it certainly threw a few surprises our way – an ongoing recession resulting in numerous budget cuts and… Read More