My Beef with Pardot

Remember, it’s a bad idea to assume that Pardot and Salesforce abide by the same rules, but once you’re aware of the quirks and accept their ways of integrating, then you will be able to run streamlined, impactful, Marketing and Sales funnels.

12 Things Salesforce Admins Should Know About Pardot,” written by Lucy Mazalon over at Salesforce Ben came across my feed the other day. I read with great interest to see what someone else thought my Salesforce Admin should know about Pardot.

First things first, the article should instead be titled, “12 Things About Pardot for A Person Who Knows Nothing About Pardot.”1 I do think that Mazalon approaches the topic from a good perspective, as it is also my experience that professionals with “sound knowledge of the traditional ‘core’ clouds” do hesitate when it comes to Pardot.

Lack of integration between Salesforce and Pardot

Mazalon notes in her introduction that “the Salesforce Pardot team are working very hard to integrate the two technologies into one powerful platform,” I personally have yet to see much fruit from those labors. We’ve been using Pardot at GreatAmerica Financial Services for almost four years and the product we use today is 95% the same as the product we signed up with back in 2013.

As we signed up with Pardot shortly before the Salesforce purchase, the first two years or so of using Pardot we were told (if not promised) that the purchase of Pardot would lead to greater functionality, focus, and investment from Salesforce.

Lack of seemingly coherent long-term strategy for integration

One such area, as Mazalon notes as a difference between SFDC and Pardot, is Salesforce Campaigns and Pardot Campaigns. This was a learning curve for us – albeit, small – that only added to the confusion between how Pardot and Salesforce can and should work together.

While we now know the difference between the two types of campaigns, it’s my professional opinion that users of both Pardot and Salesforce shouldn’t have to know the difference.

There needs to be a clear strategy for how Pardot and Salesforce work together, not as two separate products. I understand this falls more on the Pardot team, rather than Salesforce, due to the scale of the differing products. However, in both talking with Pardot reps at Dreamforce and in reading Salesforce marketing materials, one can easily get the impression that Pardot is truly a part of Salesforce, when that could not be further from the truth.

Lack of reporting options

If you’re looking for reporting other than the standard “How did my email perform?” then you’re out of luck. We ended up running most reports in Excel. Yes, Excel.

Why do we use Excel for reporting? Because there’s truly a lack of robust options within the Pardot platform to parse your lists, contacts, or data of any type.

A note of my own bias

As a Certified Pardot Specialist, I feel that I have a little bit of experience with Pardot. I was also the person at my company who drove the original decision to use Pardot several years ago. So, it pains me to list some of my complaints here publically, but when my team and I encounter the same obstacles repeatedly with little-to-no improvement from Salesforce, the high opinion of Pardot becomes a little stale.

As of October 2017, we are no longer a Pardot house. We used the summer and fall of 2017 to transition our company to HubSpot and we are not looking back.

Quick Notes on Affluenza and Materialism

Several good articles covering affluenza and materialism.

To cure affluenza, we have to be satisfied with the stuff we already own – Richard Denniss

Came across this article via “Becoming Minimalist” and their weekend reads newsletter. Something about reading Mr. Denniss’ article that made me think we can make progress towards curing our societal affluenza and materialism. Certainly, I think my own household is working on that goal. As Richard Denniss points out, however, just because our mass consumption has only come on in the last few decades does not mean solving it will be easy.

If having more no longer satisfies us, perhaps we’ve reached ‘peak stuff’ – Will Hutton

An older article, but worth the read, especially within the context of our current conversations surrounding the American GOP tax bill. The question I would frame for the GOP is “Does this tax bill help make people happy?” Or taking this thought a step further, “Does this tax bill help make more people happy than the status quo or alternative tax bills?”

When western societies were poorer, it was reasonable for economics to focus on how to produce more stuff – that was what societies wanted. Now, the question is Aristotelian: how to live a happy life – or “humanomics”, as Sedlacek calls it. Aristotle was clear: happiness results from deploying our human intelligence to act creatively on nature. To inquire and successfully to quest for understanding is the root of happiness.

Affluenza: The Psychology of Wealth – Adrian Furnham

The other two articles got me interested in learning more, so Google became my friend and I found this synopsis of two books on Affluenza: “Affluenza” by Oliver James, and “The Golden Ghetto” by Jessie O’Neill. Not so much providing any new insight, the synopsis provides background into the creation and evolution of the term “affluenza,” along with some of the political and psychological underpinnings of the term.

Removing Mental Health Stigma In The Workplace

Why does a mental health stigma exist in our workplaces?

I included the tweet at the beginning of the post because it shows the opposite of mental health stigma in the workplace; it shows how our employers should work with – instead of against – mental illness. There’s a grey area between what you share with your coworkers and what you share publicly. Where do you draw the line between private and public? Where do you draw the line between what you keep to yourself and what you share with others?

How does one navigate the uncharted waters of sharing your personal health?

It’s not easy for me to share with others when I’m mentally having a “tough time.” Even before I was diagnosed with clinical depression, it was easier to keep feelings to myself instead of sharing them with others. As difficult as it is for me to read others’ non-verbal communication signs when directed towards me, I rely heavily on others reading my own non-verbal communication when I’m feeling less than perfect.

It’s the lazy-man’s way of asking for help. It also makes it easier to hide your true mental health, as I found out later.

Defining Mental Health Day

I should be clear that I’m not talking about mental health days where you need to take care of extra chores around the house, or you’re “taking a day for yourself.” No, these are not what I’m talking about.

When you can’t get out of bed in the morning, and not because you don’t want to go to work or because it feels so nice in bed. When you can’t get out of bed because there is absolutely no reason why you should get up. Because the world doesn’t exist outside of your head and the bed that’s holding you. Those are “mental health” days. Those are the days when you sleep the entire day even though you’re not tired. The only thing you want to do is sleep. Not eat. Not drink. Not shower. The world is dead to you.

It’s those days where you send the requisite email or text to the boss, “Not feeling well today. Going to take a sick day.” But is it a sick day? A mental health day? But they’re really one and the same.

A sick day is a mental health day. A mental health day is a sick day. To say otherwise does a disservice to everything we’ve learned about depression and mental illness.

Making public your mental health.

I applaud Madalyn for having the courage to email her team about her mental health. It’s an action not many feel they can take for themselves because of the existing mental health stigma. Even I thought to myself, “Why would you email your team about this? I would never tell them this!” My thoughts on Madalyn’s tweet originally circled around my own personal feelings, thinking about how there would never be a reason why I would tell me coworkers about any mental health issues.

I’m still wrestling with that decision today: Should I or should I not?

It’s not as though I don’t have the need to inform my team. Over the last couple of years, I’ve used up all of my sick days, even ending two of the last three years by using vacation days for mental health days. I’m fortunate enough to work for a company that does provide generous leave benefits.

I find it hard to fathom how others at less generous companies would manage any type of mental illness.

Struggling to share.

But as I continued to think about why I struggle to share, the more I realized this is exactly why Madalyn’s email and the resulting media coverage are important. Mental illnesses continue to be relegated to the “lesser” illnesses, those illnesses where you are still expected to show up to work unless you are going to get other people sick (and bring down the world economy.)

Mental illness is not a real illness, in other words.

Is it important, though, to remove the workplace stigma around mental illness? What is important is to remember that everyone’s workplace differs. The experiences I have in my workplace with my coworkers and my leave policies are different from my wife’s, which are different from many others. It’s important to realize and remember this fact because this is the real answer to the question: Is it important to remove the workplace stigma around mental illness?

Yes.

We need to remove the stigma around mental illness in the workplace because of the fact that every workplace is different.

Every boss is different. Every HR policy is different. The implementation of those policies are different. It’s because of these differences that we need to remove our mental health stigma.

Why did this post take me so long to write?

I’ve been working on this post for close to a week, not including my initial thoughts a few months ago when Madalyn’s tweet originally became public. Why did it take so long to write?

I still wrestle with the fact that I have mental illness. I wrestle sharing that information.

Maybe the goal of this post is to really announce, share, my mental illness and remove my own mental health stigma.

While I wanted to write this before this last weekend, it almost takes on more significance after this weekend. It takes on more significance after how I feel like it ruined my family’s Christmas gathering. My wife can work with me, and understand me during “bad days.” But at the same time, even the people who raised you can’t understand nor know how to help in those situations.

If those people closest to you can’t even help you or understand your illness, how can you expect your coworkers or your employer to understand?

Understanding and empathizing.

The simple fact is that no one can truly understand another’s mental illness or lack thereof. The simple fact is that all of us should be empathetic to the problems and illnesses that other people face or encounter on a regular basis. Even if those problems and illnesses arise at the most inopportune times.

We need to remove – or at least, lessen – mental health stigma because not all of us experience mental illness the same way. Some of us will miss work or can’t work – even for long periods of time – while others continue to work each day but aren’t necessarily “present” at work.

We need to remove mental health stigmas because not everyone has the same resources and support systems.

I have generous PTO and health insurance covering my costs, but what about those people who don’t? How do we increase awareness so more companies are empathetic to those with mental health illnesses?

These may be rhetorical questions, but the actions that need to take place because of them are real and exist in the real world. I struggle in the real world. I struggle with the need, desire, to post and share my thoughts on this topic.

But when the end comes, the question remains, would I be happy keeping this illness to myself and suffering alone, or would I be happy in sharing my mental health journey and joining hands with those around me? I would rather help remove mental health stigma instead of letting it fester.