- Install the Pardot AppExchange Package
- Create Salesforce Connector in Pardot
- Pardot Salesforce Connector
How do I enable Pardot in Salesforce?
- Configure Pardot in Sales Cloud
- Step 1- Sign up
- Step 2 – Install Package
- Step 3- Setup Pardot Business Unit
- Step 4- Enable Pardot Lightning App
- Step 5- Assign Sales or service or Crm permission set
- Step 6- Pardot managed connected App setting
- Step 7- Access Pardot app
Does Pardot work in a Salesforce Sandbox
Pardot advanced customers with any Salesforce sandbox are able to access this feature.
Does Pardot have a mobile app
As of October 11, 2021, the Pardot Classic App is no longer available for new accounts, and it’s scheduled for retirement in all Salesforce orgs by October 17, 2022.
What is Salesforce lightning login
Lightning Login is a feature that makes logging into Salesforce more convenient and more secure.
It allows passwordless login into Salesforce by verifying a user’s identity on a separate device, which improves security and increases productivity by making logins as simple as a click and a tap.
How do you pronounce Pardot in Salesforce
According to Pardot’s official Twitter account, their brand is pronounced Par-DOT, with the T pronounced.
This is because Pardot is derived from a Latvian verb meaning to market or to sell.
How do I create a landing page on pardot?
- Navigate to Salesforce Setup > Apps > App Manager
- Navigate to the Pardot Lightning App and use the drop-down to “edit”
- Select “Navigation Items”
- Move “Landing Pages” from the Available Items list to the Selected Items
What are the 4 types of email templates that can be created in Salesforce
In Salesforce Classic, you can create four different types of email templates: text, HTML with Classic Letterhead, custom, and Visualforce.
All of these email templates can include text, merge fields, and attached files.
Does Salesforce own Pardot
Pardot and Salesforce Marketing Cloud are both owned by Salesforce and are popular tools when it comes to marketing automation.
Is Marketing Cloud a CRM
Salesforce Marketing Cloud is a customer relationship management (CRM) platform for marketers that allows them to create and manage marketing relationships and campaigns with customers.
Is Marketing Cloud replacing Pardot
Despite the renaming, as it stands, Pardot is still very much its own platform, as is Marketing Cloud.
Is Pi pardot going away
By October 17, 2022, the Pardot Classic app will no longer be accessible to any Pardot users, including any of the app’s active users.
How do I enable pardot sync
User Sync lets you manage Pardot user access from Marketing Setup in Salesforce. Synced user records in Pardot are read-only and inherit information from Salesforce.
Note If you use the legacy version of User Sync, make sure you also review Considerations for Moving to the Latest Version of User Sync.
How do you measure Engagement metrics?
- Users
- Session length
- Session frequency
- Acquisitions
- Retention Rate
- Time in-app
- Screen flow
How do you create a report in pardot?
- After saving the configuration in the Pardot lightning app, go to Salesforce and create a custom report type
- In the custom report type section, select the primary object type as campaigns and fill in the label and report type name for future reference
What are the four default user roles in Pardot
Pardot includes four default user roles: Administrator, Marketing, Sales Manager, and Sales.
Are Pardot landing pages responsive
Any landing page you create in Pardot will be responsive (point #2) and can be cloned and reused again.
How do I edit navigation items in Salesforce?
- Tap Menu in the navigation bar at the bottom of the screen
- Tap Edit
- Drag items to reorder them
- Tap Save
How do I enable SSO in pardot?
- Open the Users page
- Select the users who need SSO enabled
- From the dropdown under the table, select Enable Salesforce single sign-on
Do I need Pardot in Salesforce
Do I have to use Salesforce to use Pardot? No, you can adopt Pardot without using Salesforce’s full CRM platform.
Can you connect Pardot to sandbox
You won’t be able to connect a Pardot Production environment with a Salesforce Sandbox: If Salesforce org is Production, you can only connect to Pardot Production.
If Salesforce org is a Sandbox, you can only connect to Pardot Sandbox.
What do I test in Pardot Sandbox
What to test in a Pardot Sandbox. The most important things to actively test in a Pardot Sandbox are the items related to the flow of data between Pardot and Salesforcethe things that could change records or cause data to be lost.
What are the licenses available in Salesforce?
- Standard User Licenses
- Chatter User Licenses
- Experience Cloud User Licenses
- Service Cloud Portal User Licenses
- Sites and Site.com User Licenses
- Authenticated Website User Licenses
How do I enable pardot lightning in Salesforce
Make the Pardot Lightning app visible to profiles. From Salesforce Setup, in the Quick Find box, enter App Manager , and then select App Manager.
Find the Pardot app with the App Type Lightning , and then edit it.
Click User Profiles, and then select all profiles that need access to the app.
How do I use campaign influence in Salesforce
From Setup, in the Quick Find box, enter Opportunities , and select Page Layouts.
Select a page layout to work with. Drag in the Campaign Influence related list.
To turn on auto-association, enter Influence in the Quick Find box, open Auto-Association Settings, and then select Enabled.
How many users can you have in Pardot
Choose a default or custom role when you create a user. You can create or update up to 50 users at once by importing a CSV file.
How do you access the Pardot AppExchange application to install it?
- Get the installation link
- Review actions, and click Install
- On Step 2 of the install wizard (Choose security level), select Grant access to admins only
How do I enable engagement history in Salesforce
From Marketing Setup, in the Quick Find box, enter Engagement History , and then select Engagement History.
Jump to step 3 and turn on Engagement History Dashboards. Using the Lightning App Builder, find the Engagement History Dashboard component in the Standard section, and drag it into a tab.
How to give access to Pardot Lightning App?
- From Salesforce Setup, in the Quick Find box, enter Connected , and then select Manage Connected Apps
- From the list, select b2bma_canvas
- Click Manage Profiles or Manage Permission Sets to assign the connected app to users who need access to Pardot Lightning app
How do I push leads from Pardot to Salesforce
There are 3 ways to sync new leads and contacts from Salesforce to Pardot: By clicking the send to Pardot button on the lead or the contact record in Salesforce.
By manually uploading the lead or contact’s email address into Pardot.
Citations
https://help.salesforce.com/apex/HTViewHelpDoc?id=sf.pardot_sf_connector_setup_connector_user_parent.htm&language=en_us
https://help.salesforce.com/apex/HTViewHelpDoc?id=sf.pardot_sf_connector_setup_install_package.htm&language=th
https://help.salesforce.com/apex/HTViewHelpDoc?id=sf.mc_co_marketing_cloud_connect.htm&language=en_us
https://www.udemy.com/course/introduction-pardot-salesforce/
