A notable change Pardot announced recently is how you will log into Pardot Classic via the pi.pardot.com URL. Beginning with the Spring ’21 release [approx Feb 2021], Pardot’s current user authentication system will be discontinued and all users will be required to use the Salesforce single sign-on link (SSO). All Pardot users not enabled with…
Note: Pardot was renamed in April 2022. The new name is Marketing Cloud Account Engagement Over the last six months we’ve started using Pardot internally, and that experience has certainly brought us a different perspective on the Pardot implementation process. The wisdom gained during that time, coupled with our prior client implementations has helped us…
I had an interesting inquiry come across our website recently. The individual wanted to know if there was an easy way to email Contacts that didn’t open up his last mass email. Actually there is! As a prerequisite for this to work, the last mass email needed to have used an HTML email template created in Salesforce….
There is always a client that pushes you to find solutions to problems you didn’t know existed. In this particular instance I had a customer that didn’t like the fact that Email Templates sent from Salesforce came across in email clients as fairly “skinny.” The body of the email was 550 pixels wide. With a…
We’ve covered a lot of ground up to this point about the native email functions in Salesforce.com. To recap, we’ve blogged about how to make an email letterhead that includes your branding, how to create HTML email templates with merge fields that leverages a letterhead, how to code up a full HTML email in Salesforce (that does not…
HTML email templates are a great way to control your branding and make your Salesforce Users more efficient by providing pre-scripted communications for items such as invitations, newsletters, proposals, and introductions. Plus they have the added benefit of letting your users see if their email was received and opened. We created a branded Letterhead in…
As I’ve posted before, branded HTML emails are a great way to push your brand AND have the extra benefit of tracking in Salesforce whether your email was received and opened. So let’s look at the first step at creating an HTML email – the letterhead. What is a letterhead in Salesforce? Think of old school…
A question that I hear frequently from my clients, and in the Salesforce Answers Community, is (1) “how do I know if my email got through” and (2) “did my client open my email?” There are a few places to look on the Lead and Contact record to find this information as well as two…
The Salesforce.com Mail Merge feature can be a lifesaver if you want to make a letter, direct mail piece, invoice, proposal, or even a contract in Microsoft Word using data from your records in Salesforce. If you have created form letters, labels or envelopes in MS Word from a database or Excel file, Mail Merge…
versus Extended Mass Mail Merge is a powerful feature available from Salesforce that unfortunately is not turned on “out of the box.” Natively you can use the “Mail Merge” button in the Activity History related list to create a single Word documents that populates (i.e. mail merge) with data from the record you are viewing….