How to use Pardot data in Salesforce?
Give Users Access to Pardot Data in Salesforce Setting Up the Salesforce-Pardot Connector for Accounts Purchased... Considerations for Using the Salesforce-Pardot Connector Use the Add to Nurture Action in Page Layouts Add the Send Pardot Email Button for Person Accounts Map a Pardot Checkbox Field to a Salesforce Multi-Select Field
How to set up a Salesforce-Pardot connection?
Setting Up a Salesforce-Pardot Connection for Accounts Purchased... Copy Account Fields to Contact Fields Remove Prospects from a List Salesforce-Pardot Connector Best Practices and Reference Material Salesforce Engage Filter Criteria Making Pardot Compatible with Clickjack Protection Prospect Merge and Delete Scenarios
How to map a Pardot checkbox field to a Salesforce field?
Keyboard Shortcuts for Pardot Map a Pardot Checkbox Field to a Salesforce Multi-Select Field Organizing with Tags Archive a List Account Settings Salesforce Engage Send One-to-One Emails from Pardot Delete Tags Making Pardot Compatible with Clickjack Protection Map a Pardot Multi-Select Field to a Salesforce Multi-Select Field
How to engage with Pardot for enterprise accounts?
Engagement Program Steps Send Emails in Pardot Email Test Lists Email Link Tracking Tracking Email Opens Permission Passes Pardot for Enterprise Accounts Use Predefined Values in Custom Fields End an Editing Session Email Marketing for Pardot Enterprise Accounts Delete an Email Template Use Email Authentication Customizing Forms
How to edit Salesforce connector?
Open the Salesforce connector page. In Pardot, navigate to Admin | Connectors. Click next to the Salesforce connector. Select Edit. In the Lightning app, click the Pardot Settings tab. Click Connectors. Click next to the Salesforce connector. Select Edit. Review your connector settings.
What does Pardot do after provisioning?
After you complete provisioning and admin assignment, Pardot sends the Pardot admin an email to start the setup process. If you have business units, Pardot sends each business unit admin an email to start the setup process for their business unit.
Can a Salesforce admin install Pardot?
Only a Salesforce admin from within Salesforce platform can install and enable Pardot. To complete setup, the Salesforce admin appoints a Pardot admin who can configure the Pardot side of the account. The good news is that a Pardot admin doesn't have to be a Salesforce admin.
Does Pardot have to be a Salesforce admin?
The good news is that a Pardot admin doesn't have to be a Salesforce admin. So let’s go ahead and download, install, and set up the correct permissions sets. Get the installation link to ensure your Salesforce account is updated with a custom application, custom tab, and custom fields under leads and contacts.
Know where to go with the Marketing Setup App
Just like any road trip, in order to get to where you’re going, you’ve got to know where to start. After you purchase Pardot, the Marketing Setup App will be visible from the setup menu in your Salesforce org and is the go-to place for all things Pardot setup.
Get started quickly with Setup Assistant
Keeping with the theme of time to value, setting up Pardot without having to leave your Salesforce org to find the appropriate steps is key. Anyone who has tried their hand at DIY home improvement knows you never make just one trip to the hardware store.
Delegate initial setup with the Marketing Admin user permission
In the past, Pardot setup has required a Salesforce Admin to complete all setup steps within Salesforce. Now, the Manage marketing setup tasks user permission makes it easy to designate a marketing admin to handle many Pardot setup and ongoing management tasks without needing the full access of a Salesforce Admin.
Next steps
Whether you need to delegate setup or are looking to do the full implementation yourself, the Marketing Setup App, Setup Assistant, and Marketing Admin user permission provide greater flexibility to do so while streamlining the process. Check out the below for next steps in taking advantage of these features.
What is Pardot Lightning?
Set up the Pardot Lightning app to grant users access to Pardot. The Pardot Lightning app offersan elevated integration experience and allows your sales and marketing teams to work side-by-sideon one platform.
What happens after a Salesforce admin is assigned?
After your Salesforce admin has assigned users to Pardot, your Pardot admin can map Salesforceprofiles to roles in Pardot . Then, the Pardot admin transfers user management to Salesforce to create
How many tracker domains can you have on Pardot?
You can designate one primary tracker domain per account, and it must be unique across all Pardot accounts. Each tracker domaincounts toward your account limit, even if it’s based on the same domain.
What to do after initial setup?
After initial setup is complete, bring in your marketing team to get started creating assets and using Pardot. Take advantage of Pardot’sfolders and file hosting capabilities, and build out forms, landing pages, templates, and automations for your business.
Can Pardot map Salesforce profiles?
After your Salesforce admin has assigned users to Pardot, your Pardot admin can map Salesforce profiles to roles in Pardot. Then,the Pardot admin transfers user management to Salesforce to create a Pardot profile for each user assigned from Salesforce.
Does AppExchange have pardot?
The AppExchange application adds Pardot fields and Visualforce pages, but they’re not displayed. To display the Pardot fields andVisualforce pages in Salesforce, add them to your Salesforce lead and contact page layouts.