Salesforce to Pardot – Selective Sync

(2 minutes read)


Lakhan Meghani
Salesforce Developer

Global sync of records from Salesforce to Pardot is a big problem for the marketers who are dealing with the data volume of prospects in millions or billions & especially for the organizations who want subsets of leads and contacts to be synced from Salesforce to Pardot as it saves the storage in Pardot for the mailable prospects.

Can this be tackled within Pardot? Yes, of course! Might you be thinking how?

We have Salesforce Marketing Data Sharing rules in the Pardot CRM where Salesforce Admin can configure the rule to sync data that follows the criteria specified in a rule.

Configuring Marketing Data Sharing rule

Let’s dive deeper to see how it can be configured within Salesforce.

Go to ‘Pardot Settings’ → ‘Connectors’, and edit your Salesforce connector settings.

Edit the desired Object criteria and set the explicit standards to say Status = Open which means you want to sync all Open Leads from Salesforce to Pardot.

With this, Marketing Administrators can sync the data selectively from Salesforce to Pardot without writing a single line of code. For more information: Check the help article.

The catch here is that in the Marketing Data Sharing Rule, you can set only one criterion at a time, for example, Lead status = Open, but what if a business has decided to sync the Open Leads from the EMEA region which follows multiple conditions, example Lead status = Open & Region = EMEA?

What does a Marketing Admin will do in this scenario? No Problem, we have a solution for it.

We can set a Custom Field in the backend, which we can append with Salesforce Automations. In Marketing Data Sharing Rule, we can configure this field as a single criteria condition.

Benefits

  1. API call consumption will be less if we sync selective data to Pardot as compared to global sync
  2. Non-mailable Leads/Contacts can be skipped from getting synced
  3. Marketable database load can be hugely minimized as Pardot have a limit of mailable prospects count in a system


Happy Learning😊

Reach out to us here

More about the Author: Lakhan Meghani


Balance. It is a choice…

(4 minutes read)


Neha Rao
Business Analyst, HRE


All work and no play can lead to a burnt-out business owner and staff. Our success depends on so much more than just what we do during our working hours. Doing meaningful work means finding a work-life balance between being ‘on’ and being ‘off’—a seemingly simple idea, but one that almost all of us struggle with.

Each of us understands something different by work-life balance. However, in principle, we all share that this means having a satisfying amount of time available for outside work activities. This may mean time spent with your family, time dedicated to grow spiritually or get into a better physical shape, pursuing a hobby, and so on. We always have a choice.

When you are entrenched into thinking and behavior patterns, you tend not to look outside your box. Unless something shakes you up, you fail to see even the most common-sense options that are available to you.

If you’ve learned to say “no” to taking on unnecessary commitments (which you should have already by now), and you’re even getting more (and better quality) sleep these days, still, you’re not feeling the work-life balance benefits. Then, you might have to dig deeper for solutions as the stakes get higher. Consider the following:

Designate work-free zones

Just as visible fences protect pets from wandering into the street, you can create a symbolic “fence” that prohibits work activity in a specific area of your home or life. Whether it’s your car, kitchen, or elliptical machines, make sure your cell phone and laptop are out of earshot to eliminate work-induced distractions.

Consider relocation

If you are in the midst of a career shift, this might be a good time to think about relocating to an area that offers more convenience. While not everyone can pack up their belongings and move, the truth is that some cities are more conducive to creating a work-life balance than others. Moving to a town with a lower cost of living could restore work-life balance by easing the pressure to work a limited number of hours just to cover everyday expenses

Ask for flex-time

When you’re juggling the demands of work and family, sometimes an hour on either end of your day can make all the difference in achieving a work-life balance.

Consolidate your calendar

While it may seem counterintuitive as you try to un-blur the line between work and life, keeping one calendar forces you to balance the two by not overbooking your schedule. Suppose you see that you have already committed to taking your mother to an essential medical appointment at 3:00 p.m. on Thursday. In that case, you’ll be able to avoid booking a conference call with the client’s office at that time. If it’s important to you that you attend your parent-teacher conference, reserve that time on your calendar. Proactively scheduling your calendar — in one central system — will allow you to maintain better control of your work-life balance.

Expect the unexpected

Do you know what happens to a rubber band when it’s stretched to its capacity? All it takes from that point is one extra pull, and it will snap. If your daily schedule is like the rubber band at capacity, then receiving an urgent request from your number one client — just as you’re putting on your coat to leave for a parent-teacher conference — is enough to make you feel as if you might snap.

Unless you have a crystal ball to foresee traffic jams, sick days, or heated discussions that cause meetings to run long, there will always be the potential for something to alter your course, regardless of how carefully you’ve crafted it. By building cushion time into your schedule, you not only avoid an unnecessary cortisol rush, but you also stand a better chance of preserving your work-life balance.


Finally, I believe that it is crucial to recognize that you can’t change everything all of a sudden. Don’t make a plan to turn your entire life upside down. Pick one action and start taking small steps in that direction. If you are consistent in taking action, it is feasible to improve your work-life balance dramatically. Feel free to contact me at [email protected] for any concerns you may have.😊

More about the Author: Neha Rao


Pardot – Email Domain Verification

(3 minutes read)


Lakhan Meghani
Salesforce Developer

In the era of Email Marketing, it is crucial to ensure good deliverability of emails to your prospective customers and emails sent on behalf of your company domain. Isn’t it? The main agenda of Email Marketing is to keep a customer involved in his brand for which the Delivery Profile, Sender’s Profile, Company Information, and Email Domain play a vital role.

One can configure Delivery Profile, Sender Profile, and Company Information through Pardot Email settings. Still, for Email Domain, the configurations are done at the Pardot end and the Salesforce end.

To achieve the same within a marketing automation tool – Pardot, we can configure a domain to send verified emails which ensures an email to be not landed in a Spam folder of the mailbox.

Let’s dive a little deeper!

Configuring Email Domain in Pardot

Marketing Admin and IT Admin will be the appropriate ones to configure this Domain for us.

Navigate to Admin -> Domain Management in a Pardot instance
Click Add Domain and enter your domain name, say @areya.tech

Hootie hoo😁! Done with the configuration in Pardot, check the below snap. Send the below entries to your IT Admin to configure them for the Domain.

Let’s call out your IT Admin to validate the domain for us from the backend. The prominent role of the IT Admin here is to add the entries to make the Domain verified in Pardot, as shown in the below screenshot.

As we are done with the setup. Action speaks more than words. Let’s see how it looks when we send emails from Pardot.

An email with an Unverified email domain:

An email with a verified email domain:

If you compare the above two images, Image 1 shows that emails are sent via another email service as marked in the RED arrow. However, the second image shows emails sent with your verified Domain.

Sometimes, the Domain is registered in Pardot, but because of invalid keys added in the backend, it sends unverified emails from Pardot. Your IT Admin needs to re-verify the keys to ensure the domain is configured correctly in this scenario.

If you want to send emails from multiple domains, you can add various domains in Pardot, but we can configure only one return path for one Domain per Pardot Account. For more information, click here

Ensured email deliverability through verified Domain builds the trust between customer and brand, and emails do not land up in the Spam folder. Generally, Domain verification takes time, and inputs from Admins and each Domain require different ways to configure the SPFs and Domain keys.

Happy Learning😊

If you need help setting up the Email Sending Domain, you can contact us here

More about the Author: Lakhan Meghani

Overpowering Custom Redirects with Google Analytics URL Builder

(2 minutes read)


Sachin Daga
Salesforce Developer


Pardot- Custom Redirect

It allows you to track any link on your website or a third-party site (for example, a link to your Twitter page, a banner ad on a third-party site, etc.).

What does it offer?

● Unique & Total Clicks
● Counts the action performed in Incognito mode
● Visitor convert’s to Prospect all the activity will automatically populate
● The external website can be tracked
● Automation with prospects
● Plus, we can integrate Google Analytics URL Builder

Name for the redirect that will only be used internally
Tags are optional for the redirect and are used to tag similar market leads
Campaign with which visitors will be associated if this is their first touch with your company
Destination URL is the location to which a visitor will be driven when accessing the redirect
Vanity URL if you have a Pardot Enterprise Edition account and if you want to use
the tracker URL on some banner post

Google Analytics URL Builder

It works based on the 5 UTM parameters:-

Limitations of Google Analytics

● External website tracking (example)
● Cookies are restricted
● Cannot track the Visitors
● Data feed on Incognito Mode is disabled
● Historical UTMs are not traceable

Can we use them together?

Yes, we can use them together and that will be the best practice as it will help us overcome many of the drawbacks of Google Analytics.

● To capture some additional data about how people discover you and end up on your website. More insightful
in the case of using Google AdWords-like tools

● To automate actions in Pardot based on when a prospect clicks on the link and how much he is interested in these
types of communications

● For example- you could design an Automation to add prospects to a specific list, based on their interaction
with our brand and interest in products/services

More about the Author: Sachin Daga

Branding Preference Page and Unsubscribe Preference Page in Pardot

(3 minutes read)


Jai Jethanandani
Salesforce Admin/Developer


Under CAN-SPAM Act and GDPR Policy, every email must have a link to Preference Page and Unsubscribe Page in the email footer, complying with these policies Pardot provides Unsubscribe Page and Preference Page. These pages use the Standard Layout provided by Pardot.

While working for a US-based customer, the demand for customizing these pages as per their brand was a critical yet interesting styling challenge. Keeping the standard functionality the same only look and feel were upgraded. Styling these pages involves overriding the CSS of standard Pardot styling through the class tags.

Upgrading CSS

To customize the Preference Page by default, the preference page uses the “Standard”

layout template. You can edit the “Standard” template or create a brand-new layout template

Marketing > Landing Page > Layout Templates > New Layout Template

Paste your HTML into the template. Add the tag %%content%% where you want the

preference center form to appear.

The preference center has two different CSS layouts-

  • If you want to style the page other than %%content%% then you need to apply CSS on the Layout tab. You can link the CSS stylesheet for that, or you can use the <style> tag in the header
  • If you want to style the Preference Centre form, you have the predefined classes from Pardot, one can override them. To style the preference center form you need to add the CSS in the Form tab of the Page layout using the <style> Tag


Here is an example where the Pardot CSS has been overridden and the Preference Centre
has a brand-new look

Branding Preference Page and Unsubscribe Page is not difficult with the inbuilt Pardot styling, one needs to override these classes with basic CSS experience. One major consideration while styling these pages is that these are static pages and have restrictions on applying too much redirection and Javascript. Pardot documentation has details of the
standard Pardot CSS classes.

More about the Author: Jai Jethanandani

Salesforce QA Analyst

Responsibilities:-

Responsible for testing, including system, integration, regression and performance testing

Works closely with project team to define requirements – participates in the project process,

end-to-end testing and walkthrough of specifications and design documents.

Responsible for directing, instructing and checking the work of other testing analysts as part of total quality assurance.

Prepares detailed documentation from which programs will be tested, such as test plans and test cases and test scenarios.

Responsible for gathering, documenting and converting a variety of system, business and data requirements into testing deliverable.

Responsible to understand and communicate project-wide QA issues appropriately

Manage testing capacity as a part of the scrum team and plan for resource needs longer term.

Participate in creating and ensuring best practices across all aspects of the software development lifecycle.

Experience using Selenium

Required Skills/Experience:-

Overall 3-6 years of experience.

Proven experience and strong expertise implementing Salesforce platforms in a large corporate setting.

Deep understanding of cloud computing and/or web-based solutions and technologies

Experience working in a Scrum/Agile environment and solid foundation in software development practices.

Experience delivering and supporting highly critical business applications in a fast-paced and

demanding environment.

Ability to work independently and be self-accountable to deliver a high level of performance

Strong communication skills that can be effective working in person as well as in remote situations.

Salesforce QA Lead

Responsibilities:-

Responsible for testing, including system, integration, regression and performance testing

Works closely with project team to define requirements – participates in the project process,

end-to-end testing and walkthrough of specifications and design documents

Responsible for directing, instructing and checking the work of other testing analysts as part of total Quality Assurance.

Prepares detailed documentation from which programs will be tested, such as test plans and test cases and test scenarios.

Responsible for gathering, documenting and converting a variety of system, business and data requirements into testing deliverable.

Responsible to understand and communicate project-wide QA issues appropriately

Manage testing capacity as a part of the scrum team and plan for resource needs longer term

Participate in creating and ensuring best practices across all aspects of the software development

lifecycle.

Experience using Selenium and leading and mentoring a QA team.

Required Skills/Experience:-

Overall 5-8 years of experience of which last 2-3 years in Salesforce technology as QA lead.

Proven experience and strong expertise implementing Salesforce platforms in a large corporate setting.

Deep understanding of cloud computing and/or web-based solutions and technologies

Experience working in a Scrum/Agile environment and solid foundation in software development practices.

Experience delivering and supporting highly critical business applications in a fast-paced and

demanding environment.

Ability to work independently and be self-accountable to deliver a high level of performance

Strong communication skills that can be effective working in person as well as in remote situations.

Salesforce Developer

We are looking for a  Salesforce Developer to be part of our Salesforce Development team.

You should have mastery in the Salesforce platform including as an Apex developer.

Key Responsibilities:-

  • To build high class, enterprise-level Salesforce features.
  • Highly proficient in Apex, SOQL, Web Services, Unit Testing, Triggers, Visualforce, Lightning  and all best practices.
  • Lightning exposure is good to have
  • Experienced with continuous integration, git, Jira, Agile development, etc.
  • Excellent communication skills.

Desired Skills and Experience:-

  • At least 1 year of relevant experience in developing Salesforce platform/Force.com.
  • Relevant experience in producing Visual Force/UI components according to Salesforce guideline and standards.
  • Advanced skills with the Apex development environment including classes, triggers, custom objects, queries, tabs, layouts, permission

sets profiles and reports.

  • Advanced skills in managing the source code control; execute tests; deploy packages and any other technical tasks related to the Salesforce.
  • REST Web services.
  • Excellent communication skills with the ability to present complex ideas in a clear, concise fashion
  • A self-starter and innovative thinker with a keen interest in global customer support initiatives
  • Java development background advantageous.
  • At Least be Platform Dev I certified.