Loan Data

Access the new features documentation from the latest Salesforce release with ease!

Straight from the Learning Centre we can access official Salesforce documentation on new Tableau CRM features. Not only will this keep you up to date with the latest developments but you can access video tutorials ...

Considerations
The upgrade isn't reversible.
It changes the way Do Not Email’ and Opted Out’ field settings work. Whilst it won't change an existing prospect’s current values in these fields, the fields will now behave independently of one another. This is a good thing!
From now on, Do Not Email ...

Great Pardot email marketing takes a lot of thought, effort and strategy. To make your life that little bit easier, we’ve put together an entire ebook that outlines the process to follow for great Pardot email marketing.


Grayscale headshot of Chloe Wilde
Chloe Prowse

1 min


3D eBook cover with ...

In case you didn’t know already, Pardot has a connector with EventBrite. If Eventbrite is already part of your organisation’s event marketing toolset, then it makes sense to take advantage of this connector.

Any information relating to an invitee’s RSVP status as well as any engagement they have ...

Another advantage of the new Lightning Landing Page experience is that it allows you to organise a custom list view for marketing teams and quickly filter these to find particular pages and information.

For example, you can:

Create custom views for different teams or business units
Filter landing ...

6. Orient Users to Landing Page Actions & Statuses
With the new Landing Page Builder, there are a number of new fields and actions users can take. It’s important to orient users to how some of these new fields function so they can understand the status of the landing page and the impacts of ...

Email experience enhancements
The update to the Pardot email experience focuses largely on the way you build your emails in Engagement Studio.

You can use emails created with the drag-and-drop builder in Email Studio, enjoy multiple tracker domain support, and navigate the builder experience with ...

Considerations for archiving prospects
As Salesforce detail in their Guidelines, “if a Salesforce record stops meeting rule criteria, whether due to record updates or changes to rule criteria, the corresponding Pardot record is sent to the recycle bin”, we must be aware of how this will impact the ...

I mentioned we use Pardot Advanced and that wasn’t just me flexing, it’s relevant because we’ve been playing with using the default model’ of campaign influence to be the Data-Driven model. If you’re using Plus, you won’t see this option but that’s fine, we quite like the other options and I ...

The name ‘Pardot' will soon be no more - Pardot is changing its name to Marketing Cloud Account Engagement. Find out what this means for you and your team using the platform.


Tom Ryan headshot
Tom Ryan

2 mins


3D eBook cover with text A Guide to Salesforce Marketing ToolsFree ...