Linking Salesforce® Engage Users to Pardot Users

This entry is part 2 of 8 in the series Salesforce® Engage Installation and Setup Guide

This entry is part 2 of 8 in the series Salesforce® Engage Installation and Setup GuideIn order for users to access Salesforce® Engage features within Salesforce, they must be linked to a Pardot user. The following steps will walk you through linking your Salesforce users to your Pardot users. These instructions are for a Pardot and…

Assigning and Unassigning Salesforce® Engage Licenses

This entry is part 3 of 8 in the series Salesforce® Engage Installation and Setup Guide

This entry is part 3 of 8 in the series Salesforce® Engage Installation and Setup GuideUsing the Salesforce® Engage License Assignment tab lets you bulk assign and unassign licenses and permission sets to your users. These instructions are for a Salesforce Administrator. Assigning Licenses and Permission Sets In Salesforce, navigate to the Salesforce® Engage License…

Setting up Engage for Salesforce1

This entry is part 4 of 8 in the series Salesforce® Engage Installation and Setup Guide

This entry is part 4 of 8 in the series Salesforce® Engage Installation and Setup GuideThis article will walk you through setting up Engage for Salesforce1. These instructions are for a Salesforce Administrator. Adding Engage to Mobile Navigation In order to view the Engage application in Salesforce1 you must add it to the mobile navigation…

Adding Add to Nurture Action to Page Layouts

This entry is part 5 of 8 in the series Salesforce® Engage Installation and Setup Guide

This entry is part 5 of 8 in the series Salesforce® Engage Installation and Setup GuideAdding the Add to Nurture action allows Salesforce® Engage users to add Leads and Contacts to Pardot lists. These instructions are for a Salesforce Administrator. In Salesforce, navigate to Setup > Customize> Leads> Page Layouts. Click Edit next to the…

Adding Send Engage Email Buttons

This entry is part 6 of 8 in the series Salesforce® Engage Installation and Setup Guide

This entry is part 6 of 8 in the series Salesforce® Engage Installation and Setup GuideEngage Campaigns give Salesforce® Engage users the ability to send one-to-one emails to leads and contacts. In order to use this feature, you’ll need to add the Send Engage Emails buttons to your Lead and Contact Search Layouts and Detail Pages. These…

Enabling the Engage Sales Tools Page

This entry is part 7 of 8 in the series Salesforce® Engage Installation and Setup Guide

This entry is part 7 of 8 in the series Salesforce® Engage Installation and Setup GuideSalesforce® Engage includes a VisualForce page that a Salesforce Administrator can enable for users. The page name is EngageSalesTools. Find this page by navigating to Setup > Build > Develop > Pages in Salesforce. Note that this step is recommended, but optional….

Changing Engage Campaign Send Limit

This entry is part 8 of 8 in the series Salesforce® Engage Installation and Setup Guide

This entry is part 8 of 8 in the series Salesforce® Engage Installation and Setup GuideThe maximum number of emails that can be sent by a Salesforce® Engage user in a 24 hour period is set by a Pardot Administrator. To Edit Engage Campaign Limit These instructions can only be performed by a Pardot Administrator. In…