The Pardot Lightning App (PLA) has been out for almost 8 months now, and if you haven’t flipped the switch yet, it’s likely you’ve read about it, heard about it, or maybe stumbled upon it while crawling through Salesforce Help and Training. (If you don’t fall into any of those categories, check out reasons why Pardot admins love Lightning here). While the core functionality of Pardot is the same whether you’re using Pardot Lightning or Pardot Classic, Pardot Lightning allows users to manage their workspace much more efficiently and admins to make adjustments that can go a long way in achieving marketing and sales alignment.
If you’ve already enabled the PLA, you’re ready to start maximizing the interface! Check out my favorite Pardot Lightning App customization tricks below. If you haven’t enabled the PLA yet, we’ve got you covered – just follow the steps in our enablement guide and then you’ll be ready to start customizing.
CUSTOMIZE YOUR WORKSPACE
The PLA comes preloaded with default tabs and the default Pardot Dashboard that you have access to in Pardot Classic. While this makes for a seamless transition to the interface, don’t forget that the PLA is a true Salesforce Lightning App. This means that the same workspace customizations apply.
One quick win for admins and users alike is customizing the tabs you see across the top of the PLA. Salesforce admins can customize the tabs that all users would see when they first begin using the PLA (see image below). These can include both Pardot tabs but also any other Salesforce object, making all your single platform dreams come true. Users then have the flexibility to customize the tabs they personally see when using the PLA by selecting the pencil icons to the far right of the navigation bar.
Quick tip: favorite items in Salesforce to add them to your personal navigation bar. It makes navigating to your favorite reports, dashboards, and important records easier!
Keep in mind that any tabs a Salesforce admin adds can’t be removed by users in their own personal navigation bar, so try to set a strong foundation for users but leave them room to make their own customizations.
Another opportunity for customizing the PLA that’s often overlooked is creating a custom Lightning Home Page. As with any other Lightning App, you can build a home page tailored to the users of the app, complete with reports, dashboards, list views, and other key components. If you’re not already familiar with building Lightning Pages, don’t worry, the drag and drop interface is easy to access and intuitive to use.
- In Salesforce Setup, use the quick find box and search for “Lightning App Builder.”
- Find the PLA from your list of apps. Note: you may see two Pardot apps listed here, but the PLA will say “Lightning” under the App Type column.
- Click the down arrow next to the app name and click edit.
- Once you’re in the editor, click the Pages tab and +Add New Page to create your new home page. Choose Home Page as the page type and name your page. I called mine “Marketers’ Home Page.”
- From here, you can clone the default home page template or choose a new template as the basis for your page.
Then you’re ready to start customizing your home page! As you can see below, I included a custom marketing dashboard, lists of running campaigns and new leads, and the tasks and assistant components to keep users on track. As you set up your home page, you can choose what components make the most sense for your team.
Quick tip: you can assign different home pages to different profiles to deliver an even more customized experience for your users. You can choose these options in the Activation settings when deploying your new home page to users.
MAKE PARDOT INSIGHTS MORE PROMINENT
Enabling the PLA is a great time to refresh the way Pardot insights are displayed on page layouts in Salesforce, especially if you haven’t leveraged much Lightning functionality in past. One quick win can be replacing the Pardot Activities Visualforce pages on Lead and Contact page layouts with our Engagement History Lightning Component. It displays all the same information, like tracked website page visits, interactions with emails, and form and landing page submissions, but in a much more readable way. You can also choose where to display it on the page layout, so your sales time will no longer have to click and scroll through the “Details” tab to find these insights.
- Navigate to a Lead or Contact record in Salesforce.
- Click the setup gear icon and click “Edit Page.” This will take you to the Lightning App Builder.
- Search for “Engagement History” in the list of components on the left side of the page and drag and drop the element to your preferred place on the page layout.
To further align sales and marketing, consider utilizing other Lightning features like Path and Guidance for Success to provide direction to sales teams as they update statuses for Leads or stages for Opportunities. It makes these process related fields more prominent on layouts and you can leave tips and tricks for your sales users at each stage.
Quick tip: you can use path and guidance for success on picklist fields for any object in Salesforce!
DRIVE ADOPTION WITH A UNIFIED PLATFORM EXPERIENCE
The Pardot Lightning App on its own it’s a great step toward a unified Pardot and Salesforce experience, but you really start to reap the benefits when you take advantage of the ability to customize the PLA for your business. Showcasing these improvements to your Pardot and Salesforce users alike can help drive adoption of not only the PLA but Pardot as a whole.