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Posted onNovember 25, 2020November 30, 2020Pardot

Guide to Integrate Pardot Forms and WordPress Plugin

by daniel

If your business is using Pardot, there’s also a good chance they’re using WordPress to manage their site. And although there are a number of ways to integrate the two, the purpose of this post is to highlight how you would do so with the…

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Posted onNovember 25, 2020November 25, 2020Pardot

Pardot Winter ’21 Release Note Highlights

by daniel

The Pardot Winter ’21 Release is packed full of new features including an updated email builder, new Pardot API version 5 (beta), additional analytics/reporting, easier syncing in the prospect sync error page, updated tracker domain, WordPress plugin changes, and much more. New: Pardot Email Builder…

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Posted onNovember 16, 2020November 25, 2020Uncategorized

What is the difference between Pardot Forms and Form Handlers?

by daniel

Most websites, especially in the B2B space, have a form to capture inbound leads. With Pardot forms, there are two options to integrate: Pardot Form – Managed completely in Pardot, and then embedded on your website as an iframe. Form Handler – Connect to an…

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Posted onSeptember 24, 2020March 5, 2021Pardot

Pardot Business Units: Ultimate Setup Guide

by daniel

UPDATED: 3/5/2021 – Sync Prospects Safely With Cross-Business Unit Leads and Contacts Not long ago before business units, if you wanted to have separate Pardot databases connected to the same Salesforce org, then you would need two or more Pardot subscriptions. Now, with the release…

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Posted onSeptember 21, 2020November 30, 2020Pardot

How does Pardot Track Visitors? Implementing the Tracking Code on your Website

by daniel

A website can track your activity (and improve performance) through the use of cookies, which are small files given unique IDs that are stored on your computer browser. In Pardot’s case, administrators place a tracking code on their website and then visitor activity and behavior…

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Posted onSeptember 21, 2020April 14, 2021Pardot

Create a Tracker Domain (CNAME) and Vanity URL for Branded Pardot Hosted Links

by daniel

A strong brand is reinforced by taking attention to details. For companies using Pardot, that means setting up a Tracker Domain and utilizing Vanity URLs. In this post, you’ll learn how to turn (ugly) URLs that look like this: go.pardot.com/l/636723/2020-06-16/m121m into (pretty) URLs that look…

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Posted onSeptember 21, 2020November 25, 2020Pardot

Adding Pardot Users and Roles, Mapping to Salesforce and Single Sign On (SSO)

by daniel

For Pardot admins, adding users is a common task. BDRs, sales reps, sales managers, Salesforce admins and marketing team members all have a reason to login to Pardot. And if that sounds like a lot of users in your org, a nice feature is User…

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Posted onMay 18, 2020November 25, 2020Pardot

Pardot Dynamic List Segmentation Examples and Use Cases

by daniel

Dynamic lists are where you can really customize the prospect experience, and we’re sharing a bunch of great examples. By creating hyper-targeted lists, you allow for a greater opportunity at crafting personalized messages. The possibilities are endless and because of that, we’ll continue to add…

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Posted onMay 18, 2020November 25, 2020Pardot

Pardot List Management: How to Add Prospects to a Dynamic and Static List

by daniel

There are lots of ways to add prospects to a list in Pardot, especially from Salesforce. You can add directly from a list view, campaign, or individual record page. There is also a file import feature if your list exists outside of Salesforce. Before you…

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Posted onMay 15, 2020November 30, 2020Pardot

Guide: Custom Object Pardot Syncing for Salesforce

by daniel

Capitalize on data stored in Salesforce custom objects in Pardot. Custom objects are commonplace in Salesforce. Many companies use them to track data thats unique to their organization. AppExchange integrations use them to store their data. There is literally an unlimited number of scenarios where…

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Salesforce Lounge is a place to help Trailblazers of all skill levels understand everything from the basic fundamentals to advanced concepts and custom configurations. True to our Salesforce “Ohana”, we believe in sharing the knowledge we’ve gained in our past experiences with others.

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Top Pardot Content

  • Pardot Setup and Admin
    • Introduction: What is Pardot?
    • What is the difference between a Visitor and a Prospect in Pardot?
    • Install and Configure the Pardot Salesforce Connector AppExchange Package
    • Ultimate guide to the Pardot Salesforce connector. Every sync, edit, merge and delete scenario explained.
    • How does Pardot Track Visitors? Implementing the Tracking Code on your Website
    • Create a Tracker Domain (CNAME) and Vanity URL for Branded Pardot Hosted Links
    • Mapping Lead and Contact Fields in Salesforce to Pardot Prospect Fields
    • Add Pardot Data to Lead and Contact Page Layouts in Salesforce
    • Adding Pardot Users and Roles, Mapping to Salesforce and Single Sign On (SSO)
    • Why You Should Upgrade: Pardot Lightning App Installation, Setup and Configuration
  • List Management
    • Pardot List Management: How to Add Prospects to a Dynamic and Static List
    • Pardot Dynamic List Segmentation Examples and Use Cases
  • Forms
    • What is the difference between Pardot Forms and Form Handlers?
    • Guide to Integrate Pardot Forms and WordPress Plugin
  • Guide: Custom Object Pardot Syncing for Salesforce
  • Pardot Business Units: Ultimate Setup Guide

Recent Posts

  • Guide to Integrate Pardot Forms and WordPress Plugin
  • Pardot Winter ’21 Release Note Highlights
  • What is the difference between Pardot Forms and Form Handlers?
  • Pardot Business Units: Ultimate Setup Guide
  • How does Pardot Track Visitors? Implementing the Tracking Code on your Website
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