Hey everyone. I have exciting news to share with you. All of my Salesforce and Pardot blog posts and tools are moving to The Spot, which is a resource run by the team at Sercante. This is the perfect new home for my content, and you can visit it whenever you need it moving forward. Why are my Salesforce blog posts moving to The Spot? The Spot and I go way back to the time when it…
Creating a marketing dashboard is an effective way to see how you are doing against your marketing targets. What channels are most effective for generating pipeline? How many leads did we generate this month compared to last month? In this post, I’ll share some example marketing dashboard components and some tips and tricks for creating dashboards in Salesforce.
Do you have around 6-12 months of experience building and executing marketing workflows with the Pardot platform?
Is one of your 2022 goals to become a Salesforce Certified Pardot Specialist? I’ve got you covered! In this post, I will share some tips on how to prep for the exam and recommended resources, broken down by topic in the study guide.
Tip #1: View the unique count of records in a reportWant to know how many accounts or companies attended an event, webinar or interacted with a marketing campaign? The “show unique count” option within Salesforce reports can be enabled to view this information.How it worksWhile editing a report in the report builder, find the column for which you want to count unique values.Click Show More | Show Unique Count.Click Save.A count of unique values appears…
Starting a new Pardot implementation? Use this implementation plan and checklist to help get you started. Having just gone through a net-new Pardot implementation myself, I reviewed the official Pardot Implementation Guide and complied all the tasks into Notion where I can keep track of tasks, notes, and documentation. Not a Notion user? You can still view the template and use it as inspiration to create a checklist on your preferred platform. Get the template…
This is a follow up post to ‘How to Setup Lead to Account Matching in Salesforce Using Process Builder and Flow’There have been new features and capabilities added to Salesforce Flow since the original post was published on May 26, 2020. You can now achieve lead to account matching in Salesforce using Flow only.Establishing a connection between leads and accounts can give you insight into what customers are coming in as leads and tighten sales…
The 3rd and final part of the form customization series is finally here! In part 1, I showed you how to implement the popular floating label technique and how to create searchable, user-friendly dropdowns. In part 2, I showed you how to create a conversational, paragraph-style form and how to create a form on a single line. In this post, I will show you how to add images to your checkbox and radio buttons. Checkboxes…
Refreshed and republished on September 10, 2021This post was originally published on February 2, 2021. After this post was published, Salesforce released the ability to check if a field has been changed. Previously, the solution was to clear out the UTM field values after the flow ran. The new solution is to use the is changed feature instead of clearing out field values.The ConceptIf a lead or a contact’s fields for UTM Source, UTM Medium…
Want to do something with your Pardot form that is not available in the editor? Try using JavaScript! Enhance your forms by using these 6 advanced Pardot form techniques. Learn how to add text between form fields, how to capture URL parameters in hidden fields and more.
Looking for a way to spice up your Pardot email preferences page? Try using toggles instead of checkboxes. In this tutorial, I’ll show you how to create a preferences page that uses toggles instead of checkboxes. With a bit of HTML and some CSS, you can transform your preferences page in four easy steps. Demo Here’s an example of what we’ll be creating in this tutorial. See the Pen Pardot Preferences Page With Toggles by…
