Training Category: - Salesforce Connector

Salesforce for the Pardot Administrator

It’s important for Pardot administrators to have a working knowledge of Salesforce in order to make the most of the integration. This guide will help you: Understand Salesforce basics as they relate to Pardot Navigate Salesforce to locate your Pardot data Explore Salesforce functionality that supports your B2B marketing goals Collaborate on next steps with…

Pardot for the Salesforce Administrator

This guide helps Salesforce administrators understand what your Pardot administrator may need from you, and how your Pardot and Salesforce instances work together to benefit both sales and marketing. We’ll cover: What Salesforce administrators need to know to support your Pardot administrator The Pardot and Salesforce integration How the Pardot-Salesforce sync works for various fields…

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 PDF provides step-by-step instructions on how to successfully install the Salesforce Connector. Download

Salesforce Connector Introduction

The Salesforce Connector allows Pardot to 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. In this video we’ll give you an overview of how the Salesforce Connector works.