Complete guide to Pardot – Salesforce connector setup and sync behaviour

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INTRODUCTION Even as a standalone tool Pardot is a very powerful marketing platform. But where it really shines is when integrated with Salesforce! Two systems combined result in enhancing each other’s capacities and offering the additional features. To get the most out of this duo, however, you need to make sure you understand the Pardot-Salesforce connector […]

Salesforce Marketing Cloud: Top 5 hightlights of the Spring 18′ Release

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Marketing Cloud was getting more and more in sync with Salesforce lately. The 3 latest transitions have marked a full-on integration of the two. I’m talking about the Login Page getting a new look, the help library moving to the help.salesforce.com and the releases getting a familiar Winter, Spring and Summer names. This article will be about […]

Trailhead Superbadge Error: Challenge not yet complete… There was an unexpected error while verifying this challenge – how to solve?

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ERROR DESCRIPTION If you landed on this page you have most probably come across the error message below: “Challenge not yet complete… here’s what’s wrong: There was an unexpected error while verifying this challenge. Usually, this is due to some pre-existing configuration or code in the challenge Org. We recommend using a new Developer Edition […]

Salesforce Tips: How to Map a Lead Source to the Account Source Upon Conversion

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The lead conversion process has always had its shortcomings. One of the most common issues was the fields mapping upon conversion. For quite a long time it was only possible to have a one-to-one type of mapping – when each lead field can only be mapped to one field from either Account, Contact or Opportunity. And […]

How to add months to a date with Salesforce formula with ADDMONTHS function – (Spring 18′ Release)?

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Adding months to a given date is a very common use case. But accomplishing this with a formula field of a field update formula used to be a tricky task. In the latest Spring 18′ release  (only available in Sandbox preview for now) of a new function called ADDMONTHS it has become 10 times easier. Below […]

Why a user can’t see a list of Import Activities created by another user in Salesforce Marketing Cloud?

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IMPORT ACTIVITIES UNDOCUMENTED VISIBILITY ISSUE: I have come accros a Import Activities visibility issue on one of my projects and I think it is quite a common one. I spent a week with the support and they weren’t able to help me solve it. Turns out it gets fixed in 2 clicks. ISSUE: An admin […]