Introducing New Integration Guides for Pardot and Salesforce Administrators

Last week on the blog, we threw down the gauntlet and asked you to set some Pardot New Year’s Resolutions. We hope you rose to the occasion and set aside some time to review your technical setup, learn a new skill, and take advantage of Pardot’s success resources.

We have one more challenge for you in 2018: it’s time to get your Pardot and Salesforce admins in sync!

What’s the difference between a Pardot and Salesforce administrator?

A Pardot admin is responsible for managing the ins-and-outs of your Pardot account. This person generally focuses on the execution of your company’s marketing automation strategy. They spend their days configuring custom fields, tweaking automation rules, and tracking campaign performance to make sure your B2B marketing programs are running smoothly.

On the flip side, a Salesforce admin owns your company’s Salesforce org. This person is responsible for optimizing your Salesforce account to make sure it meets the company’s requirements. They spend their days managing user access and permissions, implementing workflows and processes, and helping end users adopt the platform.

Depending on your setup and company size, you may have just one person who fills both roles or a whole slew of people dedicated to these tasks. Either way, it’s important for admins to start breaking out of their system silos and gain a working understanding of both Pardot and Salesforce.

Why is alignment so important?

Understanding basics on both the Pardot and Salesforce sides of the house is vital to successfully implementing your B2B marketing strategy. Pardot admins must be able to communicate their marketing needs when making asks of their Salesforce admin, and Salesforce admins need to understand how Pardot interacts with their Salesforce data to best assist. And with the release of new features like Pardot Campaign Influence Attribution Models and Engage Team Reports – built on Salesforce and powered by Pardot – integration and close alignment is more necessary than ever.

Bottom line: using both tools together will help you get the most mileage from your Pardot data and your Salesforce system. That’s a win for everyone.

Challenge accepted?

Learning a new system may seem like a daunting task, but not to worry! To help you get started, we’re excited to announce two new companion guides: Pardot for the Salesforce Administrator and Salesforce for the Pardot Administrator. These guides are designed to help administrators better understand how Pardot and Salesforce work together and what each platform can do.

In Pardot for the Salesforce Administrator, Salesforce admins will learn:

  • Pardot basics
  • How Pardot syncs with Salesforce
  • How to support their Pardot administrator

In Salesforce for the Pardot Administrator, Pardot admins will learn:

  • Salesforce basics
  • How to find Pardot data in Salesforce
  • How Salesforce enhances your B2B marketing capabilities

Download both guides today and share them with your administrative counterparts – we hope they help your team start the conversation about harnessing the power of both platforms to build an enhanced B2B marketing strategy. When it comes to Salesforce and Pardot, we’re always better together.

Admins, what other questions do you have about Pardot and Salesforce? Let us know your integration questions, challenges and success stories by posting to the Pardot B2B Marketing Automation Trailblazer Community.