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…
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?…
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…
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…
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…
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…
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…