Training Category: - Salesforce Connector

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…

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…

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.