Identifying which campaigns and channels have influenced an opportunity is a key piece of information to see which marketing campaigns are the most effective. In this tutorial, I’ll walk you through how I use Salesforce campaigns in Pardot to track campaign influence.
The Salesforce Spring ’17 release is being rolled out to all ORGs later this week, so it’s time to do a recap of my favorite features coming up in the new release. This release includes some of the most-requested Lightning Experience usability enhancements. If you’re like me and have been hesitant to switch your Sales Cloud users over to the Lightning Experience, this release might change your mind.
Pardot’s Salesforce connector can be used to pass data back and forth between Pardot and Salesforce. In this article, learn everything about the Salesforce connector including what objects are synced, what happens if the prospect already exists in Pardot and how to map Salesforce users to Pardot users.
Salesforce Engage Alerts provide real-time notifications about prospect activity to your desktop and through Salesforce1. You can create your own filters based on activity type, group by region, country and more. Download this one-page Salesforce Engage Alerts Cheat Sheet to help you identify what all the colours, icons and filters mean within the Salesforce Engage Alerts tool.
The Pardot Salesforce Connector creates a two-way sync between Pardot and Salesforce. Learn how the field mapping works in Pardot, how long the initial sync will take, what objects are synced from Salesforce out-of-the-box, and more.
