Are you planning on taking a Pardot certification and want to test your knowledge? I’ve created a series of questions to help determine if you are ready to take the certification. Please be aware that these questions are not taken or memorized from the actual certification, rather they are created from scratch in order to ...
Creating a dashboard is easy, but making it meaningful is much harder. This applies to any dashboard not just Einstein Analytics. Think about it, how many times have you looked at a dashboard you didn’t create yourself and ended up spending several minutes decoding what you were looking at? Is the pipeline for this month ...
I regularly get asked how to study for the Pardot certifications. My honest answer is I am not 100% sure. The reason being I took my Pardot Consultant certification in December 2014 and my Pardot Specialist certification in August 2015 (Beta). I remember thinking and giving the feedback that the specialist questions were very similar ...
Last year Salesforce launched “Wave for B2B Marketing” now known as “B2B Marketing Analytics” giving Pardot users insight in their marketing engagement and pipeline with 3 dashboards. I’ve been lucky enough to get access to the tool and I’ve done a blog post as well as two talks for the London Pardot User Group on the ...
Earlier this year Salesforce released recipes in Wave; a simple way for you to transform your data. I liked the idea of recipes and decided to use it in one of my projects. As you could read in one of my blog posts there were good and bad elements to recipes, so with the summer ...
Wow, this is exciting in the world of Pardot! I love automation rules in Pardot, it simply allows you to automate some of your processes like assigning profiles and grading them according to defined criteria. However, one big drawback is that automation rules only run once; the first time the prospect match that criteria. So let’s ...
The Summer17 Release of Salesforce Wave has given us some enhanced bindings as mentioned in my blog on the new release. I know, I will be enjoying this enhancement a lot. So I thought why not share how you could use the enhanced binding to filter dashboards based on the logged in user. I have created ...
London is not the most exotic place in the world, regardless we have this week really felt the heat of the summer with 30+ degrees. So what would be more fitting to look at the hottest Wave features in this Summer17 Release? One of the first noticeable changes is this Summer17 Release is the UI, Salesforce ...
I don’t know how many customers and consultants that have asked: “can I get a dynamic target in my gauge chart?”. I even got the question asked today. My reply is always: “Sorry, this is not possible with standard Salesforce reports and dashboards”. But today I also thought: “I wonder if Wave could support this requirement?”, ...