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Category: Reporting

How to report on first and most recent Pardot form completed in Salesforce

May 3, 2024 Ben LaMothe Best Practices, Prospect, Reporting Leave a comment

It’s easy to see in Salesforce when you need to know what Lead/Contact/Person Account’s first form completion was in Account

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How to build a Salesforce report on Pardot prospects who completed a form

April 26, 2024 Ben LaMothe Pardot-Salesforce Integration, Prospect, Reporting Leave a comment

Do you need to create a report in Salesforce of Account Engagement (Pardot) Prospects who completed a form? It can

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How to report on post-Pardot campaign sales activities in Salesforce

April 12, 2024 Ben LaMothe Pardot-Salesforce Integration, Reporting Leave a comment

Being able to report when a campaign member from a form completion in Account Engagement (Pardot) becomes related to an

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How to build Account Engagement (Pardot) reports in Salesforce

April 5, 2024 Ben LaMothe Reporting, Salesforce Community Group, Videos Leave a comment

One of the great things about Account Engagement (Pardot)’s native integration with Salesforce is the ability to build Pardot reports

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How to measure individual Pardot email link clicks in Salesforce

March 8, 2024 Ben LaMothe Pardot-Salesforce Integration, Reporting, Tips & Tricks Leave a comment

Here’s a weird solution to an uncommon use case involving Account Engagement (Pardot)! Let’s say you need to send an

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How B2B Marketing Analytics can monitor Pardot database churn

February 16, 2024 Ben LaMothe Pardot-Salesforce Integration, Prospect, Reporting, Salesforce Community Group, Tips & Tricks Leave a comment

In a previous post I shared a low-fi way to track opt-outs and database churn inside your Account Engagement (Pardot)

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