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Tag: salesforce reports

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 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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Lead conversion and opportunity tracking reports in Salesforce

November 16, 2023 Ben LaMothe Best Practices, Reporting, Videos Leave a comment

With proper data set up, Salesforce marketing reports can help marketers using Account Engagement (Fka Pardot) demonstrate their contributions to

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Salesforce Campaign Hierarchies and Best Practices for ROI Reporting

March 31, 2023 Ben LaMothe Pardot-Salesforce Integration, Reporting, Salesforce Community Group, Tips & Tricks, Videos Leave a comment

Earlier this month the Salesforce Account Engagement (fka Pardot) Community Group in Melbourne, Australia hosted a meeting focused on campaign

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