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Email Sending Domain When you install Account Engagement, it gives you a shared domain that you can use to send emails, this is: @gopardot.com. But of course you want to use your own company domain, so you need to set up Email Sending Domains. Keep in mind that these steps are configured by your company’sContinue reading “Account Engagement (Pardot) Training Sessions – Email/Tracker Domain”

Following our series of trainings, we come to our prospects sync session. This one has three sections: Import Contacts/Leads, Configure Salesforce for Pardot and Configure Fields and Mapping. Import Contacts/Leads The first thing we need to do after we have Account Engagement installed, every user has the correct permissions and the connector is set, isContinue reading “Account Engagement (Pardot) Training Sessions – Prospects Sync”

This blog post is related to the agenda posted on my previous post and relates to all the information gathered from your client during the discovery meetings. The first thing we need to do is install our Account Engagement Instance. You can follow this guide to set everything up. Once we have our app ready,Continue reading “Account Engagement (Pardot) Training Sessions – Initial Overview”

When consulting for a brand new Pardot Project, you need to keep in mind that most of the work will be training sessions, since most clients don’t have every marketing asset ready at the beginning. It’s important to teach the client on the most important parts of Pardot, so they can create their own contentContinue reading “Pardot Training Sessions Overview”

On your first Pardot discovery session, you want to get as much information as possible from your client so you can start planning what to suggest and what training sessions to give. Here are some examples of questions I have used in the past. Pardot Background Current Email Marketing Strategy Priming the System This listContinue reading “Pardot Discovery Questions”

Salesforce offers different guides on how to Install and set up everything for your Pardot Lightning App, but they are all in different places and some of them don’t talk about the most common issues you might encounter. That’s why I decided to prepare this guide to consolidate everything in one place. Install the PackageContinue reading “Pardot Implementation Guide”

Sometimes, you might need the ability to quickly convert a Quote to an Order without the magic powers of the CPQ package. Here’s how you can accomplish that using a Screen Flow. Now, let’s see every element in detail. The first thing we need to do, since we are using a Screenflow, is create aContinue reading “Convert a Quote to Order using Flow”

The Salesforce Certified Pardot Specialist credential is designed for individuals who would like to demonstrate their skills and knowledge in designing and building marketing campaigns within Pardot. Salesforce If you are ready to tackle this certification, here are some resources and tips that helped me pass mine: Salesforce Exam Guide If you’ve already taken aContinue reading “Pardot Specialist Certification: Resources and Tips”

After a couple of months of hard studying, I was able to pass my first Salesforce Certification and here are some tips on how I did it. 1. Understanding the Exam The first thing you need to do is understand what the Admin Certification entails, which sections it contains, how is the exam graded, howContinue reading “How to pass your Salesforce Admin Certification?”

One of the most expected discussions for the last day on Dreamforce was the one between Marc Benioff and CEO and Founder of Zoom, Eric Yuan. These two powerhouse CEOs talked about their companies’ core values, which, for Yuan, was “Care”. He mentioned that the most important way to have customers trust in a companyContinue reading “Dreamforce’21 Day 3”