* MC Account Engagement (fka Pardot) *

Hi there! 

I need guidance for triggering an Account Engagement (Pardot) email when a Service Cloud Case is closed. The email template includes details for the Contact on the Case to rate their experience.

 I have created a new custom object in Sales Cloud 'Case Communications' and imported that into Account Engagement. The custom object has lookup fields to Contact and Case. A new record triggered flow has been created in Salesforce to trigger in Case closure and various other criteria to create a record of the Case Communications object with a boolean flag that will be set to true when the communication needs to be sent out. A segmentation list and an automation rule has been created in Account Engagement. I am finding it difficult to proceed with the next steps on the engagement studio. 

 Note: 

 This is being implemented directly in our Production environment therefore the Salesforce flow has been setup to trigger only for a test account.

Hi There,    I was trying to create a B2BMA Dashboard with Prospect Engagement metrics, mainly the page visits info like URL or page title that we get on Activity in Pardot and Engagement in CRM. I tried using Engagement And Prospect Activity Datasets to get this but it doesn't seems like pulling this info. What I get it the Activity= visit and Asset= website. Not sure how can I get the url details :( Kindly Help 🙏🏼🙏🏼   Following this one https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007W5odOSAR  @* MC Account Engagement (fka Pardot) * #Pardot B2b Marketing Automation

I want to limit how many new prospects enter an Engagement Studio program each day. Is there a native way to cap daily enrollment, or a recommended workaround using automation rules or lists? The goal is to control new program entries per day while allowing prospects already enrolled to continue through the program.  

Thanks in advance!

Hi all -- does anyone know the latest on dropping HTML from a 3rd party email builder into the "New Email Experience" / Marketing Cloud Next Email Builder. I remember seeing some workarounds/tips about a year ago, but I can't seem to find them...and perhaps it's been updated since then.

Since i started working at my current company in Salesforce - I wandered for far too long 'Why dont we have a 'leads' object and only 'Prospects' in sales cloud of salesforce (not MCAE).  

I recently found out that our Leads table was renamed to 'Prospects' about 5 years ago by an individual who no longer works for the company. They went into 'Rename Tabs and Labels' settings and did this which made the labels appear ootb showing 'Prospects' in Sales cloud wherever i was expecting to see 'Leads'.  

My question now - to clean things up so we can have a better structure of MCAE "Prospects" to "leads" to "Contacts" - i am planning to reset the rename of the Leads BACK to "Leads" and not "Prospects". I have done this in 2 of our sandboxes and everything seems to be pretty fluid and relatively quick depending on how much data you have.  

Could there would there be any API field name issues when thinking about integrations if i were to go in and rename the "leads" back to "LEADS"? 

Thanks!!! 

We have a Text field in MCAE having Record and display multiple responses.

Syncing with Lead object in Salesforce, that is Long Text field. But the issue is that in Salesforce only latest updated value synced and override from MCAE. We need all multiple responses in salesforce as well. 

Then what we need to do. 

Thank you 

Sumit

Hi everyone,   

I am running into a frustrating issue with the Lightning Email Builder (New Email Experience) in Account Engagement (Pardot) regarding a Custom Preference Center, and I would love to get your insights or alternative solutions.   

The Problem: It seems the new Email Builder strictly forces merge tags to point either to Data Cloud or the default Pardot Preference Center. Whenever I try to insert my custom preference center link or modify the merge tag with the custom center token, the system throws an error and prevents me from saving the email.   

The Proposed Workaround: I raised a ticket with Salesforce Support, and the technician suggested the following workaround:

My Concerns:

1. Deliverability & Phishing Risks: I am deeply concerned that email clients might flag the email as phishing or spam due to the hidden HTML text/links. Has anyone used this workaround in production? Did it impact your deliverability?
2. Data Cloud Alternative: I know I could potentially build the preference center within Data Cloud, but due to current bandwidth and timeline constraints, this would take way too much time right now.

Has anyone found a cleaner way to bypass this validator in the new builder without risking deliverability?     Any advice or best practices would be greatly appreciated!   

Thanks in advance,   

@* MC Account Engagement (fka Pardot) * 

We are planning to do mass delete contact records in 'inactive' status in Salesforce. 

We want also related pardot prospect to be deleted.

Do you know how we can achive that?

@* MC Account Engagement (fka Pardot) * 

How can I create a report with a prospect's first touch campaign?  

The custom report type Campaigns with Influenced Opportunities (Customizable Campaign Influence) seems to be related to Opportunities