The Salesforce Winter ’25 release notes are here! Let’s discover the key highlights and what Account Engagement (formerly Pardot) users can expect this October. Duplicate Management When Salesforce introduced the Email Uniqueness field in 2021, which let us know if a Prospect’s email address was unique within the system. While useful, this field had its
Each prospect record contains an Account Engagement Prospect Activities table that displays the prospect’s past actions. Each activity is represented by an icon and a description, including the name of the marketing element or email and the date of the action. *Note: Activities marked with an asterisk are considered passive and will not change a
Effective Use Cases for Tags in Account Engagement Tags in Account Engagement are a powerful tool similar to folders. They help you sort, organize, report, and search your data more efficiently. Here’s how you can leverage tags to streamline your marketing efforts: Organize Your Content By Campaign If you recently launched a webinar campaign and
Automating Prospect Grading with Automation Rules Instead of manually qualifying prospects by evaluating each profile criterion, you can build Automating Prospect Grading with Automation Rules on prospect field data. How Grading with Automation Rules Works Grading Condition Impact on Grade Matches Positive: Increases Grade Does Not Match Negative: Decreases Grade Not Known Neutral: No Impact
The Account Engagement Engagement History Dashboard, powered by CRM Analytics, empowers sales and marketing users to explore and visualize critical data. Embed this dashboard component on campaign, account, lead, contact, person account, or opportunity records, with custom page layouts showcasing tailored widgets for each record type. This out-of-the-box dashboard displays campaign performance metrics over time,
Marketing Attribution has been a contentious topic among marketers. Account Engagement Marketing Attribution is just one platform where it is discussed. The two distinct viewpoints: One perspective suggests caution in interpreting current attribution data, emphasizing its limitation to the information available at the point of conversion. Conversely, another viewpoint advocates for utilizing available data rather
