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TrainingSales CloudHow to Automate Currency Conversion in Salesforce Using Flow
Managing exchange rates manually is one of those thankless tasks Salesforce Admins do every day. The good news is, there are options to avoid this!

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Managing exchange rates manually is one of those thankless tasks Salesforce Admins do every day. The good news is, there are options to avoid this!
We’ve decided to take things a step further with a library of how-to style Pardot videos! You can find these videos on our YouTube channel, as well as peppered throughout our past and future blogs here on the site too.
Hollie Fitzpatrick
2 mins
The problem we face since the single-sign-on (SSO) update is that Pardot-only users have a specific role within Pardot. So, can this be amended for each user? The answer is, we can create custom profiles for Identity users in Salesforce.
Hollie Fitzpatrick
4 mins
Importing and exporting prospects are two great features of Pardot. We recommend keeping your Pardot tidy and spring cleaning it every so often. This blog covers how to import and export prospects correctly.
Hollie Fitzpatrick
3 mins
In previous blogs, we’ve run through the main capabilities and setup steps for Pardot’s new Drag-and-Drop Email Builder. Recently, I was invited to co-host a webinar with Pardot specialists so users can see first-hand how the feature works.
Tom Ryan
4 mins
The most basic capability of a marketing automation software is the ability to input fields of information we can use to fill out a prospect’s profile. Pardot field definitions are the types of fields that exist to contain essential information.
Hollie Fitzpatrick
4 mins
With many businesses forced to make use of a virtual event approach this year, we need to focus on how we can address the use of Pardot marketing automation for both physical and online events. This blog will outline four different ways we can optimise Pardot for both types of events.
Hollie Fitzpatrick
5 mins
It’s that time of year again! Here at MarCloud Consulting, we are very excited about the new Pardot features and upgrades debuted in the Winter’21 Release… so we thought we would share these with you!
Hollie Fitzpatrick
6 mins
The ability to build a dashboard from scratch (in Lightning Experience) means customising and displaying data exactly as you need it. Here's how.
Robbie Bain
4 mins
It’s an ongoing debate in the Pardot community whether we should use lists or tags, they’re both very useful and both offer ways to provide structure and segment your prospects. We are definitely on the “team list” on most occasions.
Hollie Fitzpatrick
5 mins
The end-to-end process of lead generation can feel like having a dozen balls in the air at once, particularly when it’s done 100% manually. Pardot lead generation automates the repetitive parts, if we have the right basics in place.
Tom Ryan
5 mins
Many companies have a range of products and services to showcase and if we want to pinpoint the specific interest of a prospect, then Scoring Categories are the perfect solution.
Chloe Prowse
6 mins
When we don’t use best practices for building or managing Engagement Studio activity, it can lead to a damaging and wasteful experience for both the user and our business. Today I’m sharing nine best practices to know about.
Chloe Prowse
6 mins
With so many new releases in 2020, it’s hard to differentiate which will have the greatest impact on Pardot and our clients. Therefore, we have condensed the latest features from the Winter 20 release to what’s coming in Spring 20.
Chloe Prowse
8 mins
Person Accounts in Pardot is a feature built to cater to those who may need to manage both a B2B and B2C approach. This includes when the prospect is the direct purchaser of a product or service. Here's what you need to know.
James Haney
6 mins
Getting to grips with multivariate testing in Pardot isn’t too difficult but in my experience, there are a few frequently asked questions. This blog exists to answer your questions and help get you started.
Chloe Prowse
4 mins
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