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Tag: custom fields

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 prevent Pardot category scores from overinflating

October 12, 2022 Ben LaMothe Best Practices, Prospect, Scoring and Grading Leave a comment

One of the features that sets Pardot/Account Engagement apart is scoring categories. Not only can you see the aggregate score

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