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Tag: administration

Posted onNovember 24, 2021August 5, 2022Pardot

Pardot Winter ’21 Release Note Highlights

by dan

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 onSeptember 24, 2020August 5, 2022Pardot

Pardot Business Units: Ultimate Setup Guide

by dan

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, 2020August 5, 2022Pardot

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

by dan

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, 2020August 5, 2022Pardot

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

by dan

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, 2020August 5, 2022Pardot

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

by dan

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, 2020Pardot

Guide: Custom Object Pardot Syncing for Salesforce

by dan

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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Posted onMay 14, 2020August 5, 2022Pardot

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

by dan

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, 2020Pardot

Mapping Lead and Contact Fields in Salesforce to Pardot Prospect Fields

by dan

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, 2020Pardot

Add Pardot Data to Lead and Contact Page Layouts in Salesforce

by dan

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, 2020Pardot

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

by dan

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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