Connecting Campaigns FAQ

Introducing connecting campaigns! If you have ever wanted to quickly and easily connect your Pardot campaigns with Salesforce campaigns, you finally can. With this functionality, you can: Improve campaign reporting Streamline campaign management Build a 1:1 relationship between Salesforce and Pardot campaigns Learn more about this great new functionality in our Frequently Asked Questions guide….

Engagement History FAQ

  Are you using the Pardot VisualForce window in Salesforce but would like more functionality? Engagement History is the answer! With this great new feature, you can: Report on your engagement metrics Track your marketing asset performance Improve your campaign management To read more about Engagement history, download the Frequently Asked Questions Guide. Download

Pardot Campaign Influence FAQ

Pardot Campaign Influence Attribution Models provide marketers with easy to use, out-of-the-box attribution models that leverage Salesforce campaigns for advanced ROI reporting. This downloadable PDF addresses common questions about these models, including: What are Pardot Campaign Influence Attribution Models, and why should I use them? Who will have access to this feature? What different models…

Implementing Selective Syncing

Did you know that you can control which Salesforce leads and contacts sync to your Pardot org? Using private organization-wide defaults and custom sharing settings in Salesforce, you can ensure that only your desired Salesforce records sync over to your Pardot account. This is useful for companies with large Salesforce orgs that only need to…

Salesforce for Pardot Admins

Salesforce’s technology is designed to help your business keep track of important prospect and customer data. When you combine the power of Pardot marketing automation with the Salesforce customer success platform, you unlock tools that will enrich and enhance your B2B marketing. With the Pardot and Salesforce integration, you can: Automatically create and assign qualified…

Pardot for Salesforce Admins

Pardot is a powerful standalone marketing automation tool, but users get the most value when they integrate Pardot into the Salesforce platform. By using Pardot and Salesforce together, marketers can: Automatically create and assign qualified new leads in Salesforce Make tracked prospect activities visible to the sales team Segment their marketing database using Salesforce information…

Syncing Prospect Field Values with Salesforce

Your record is created, so now what happens? This interactive PDF provides a simple syncing logic that follows what happens after a record is created and once the records in Pardot and Salesforce are linked together. Download

Salesforce Connector Setup Guide

The Salesforce Connector allows Pardot to securely sync prospects, contacts, leads and opportunities with the Salesforce CRM. (Professional Edition or higher). It also allows Pardot emails sent to prospects to sync as Salesforce activities. This interactive PDF provides step-by-step instructions on how to successfully install the Salesforce Connector. It includes external links to more in-depth…