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Posted onMay 14, 2020November 25, 2020Pardot

Ultimate guide to the Pardot Salesforce connector. Every sync, edit, merge and delete scenario explained.

by daniel

Buckle up! Understanding the Pardot Salesforce connector and how it facilitates syncing data back and forth is an important concept to master. Especially if you want to be successful with both tools. Too often we hear stories about implementations gone wrong… thousands of records being…

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Posted onMay 14, 2020May 15, 2020Pardot

Mapping Lead and Contact Fields in Salesforce to Pardot Prospect Fields

by daniel

When you connect Salesforce to Pardot, there are automatic default field mappings for individual records. For instance, the Salesforce “first name” field will become the master for the corresponding “first name” field in Pardot. But what if you want to use custom fields in Pardot?…

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Posted onMay 11, 2020May 15, 2020Pardot

Add Pardot Data to Lead and Contact Page Layouts in Salesforce

by daniel

One of the first Pardot implementation tasks should be to update Salesforce page layouts, specifically for Leads and Contacts. You may not have realized, but when you install Pardot from the AppExchange, new fields and Visualforce pages are added to your org. However, they’re not…

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Posted onMay 11, 2020November 13, 2020Pardot

Why You Should Upgrade: Pardot Lightning App Installation, Setup and Configuration

by daniel

When the Pardot Lightning App initially came out it was tough to make a case for longtime admins to use the new interface. At the time, the additional effort to upgrade to the Lightning App just wasn’t worth it. As new Lightning specific releases came…

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Posted onMay 11, 2020September 25, 2020Pardot

Install and Configure the Pardot Salesforce Connector AppExchange Package

by daniel

After purchasing Pardot, the first step to actually being able to take advantage of your new marketing automation tool is installing the Pardot AppExchange package (or the Pardot Salesforce connector). You’ll need your company Salesforce administrator to follow the install instructions. You should eventually end…

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Posted onMay 8, 2020September 24, 2020Pardot

What is the difference between a Visitor and a Prospect in Pardot?

by daniel

The concept of Pardot prospect and visitor always take a little explaining for new Pardot users, especially if they’ve never dealt with a marketing automation tool before. What is a visitor? In Pardot, visitors are anonymous people who visit your website. As they browse your…

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Posted onMay 8, 2020September 24, 2020Pardot

Introduction: What is Pardot?

by daniel

What does Pardot do? I get this question often… what is Pardot and what the heck does it even do? Most people know it as the pricey marketing add-on to Salesforce. Pardot is a robust B2B marketing automation tool that allows businesses to track prospect…

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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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