Implementing Pardot Business Units (PBUs) is like putting together a very intricate puzzle where you have to analyze each piece before putting it into place. There are a lot of moving pieces in a PBU implementation, so understanding how PBUs work and planning each step of the implementation is vital to success. This post will give you an overview of how PBUs work and point you in the right direction for your PBU planning. It is highly recommended that anyone considering implementing PBUs work with a Partner with experience in this area.Continue reading Planning for your Pardot Business Unit Implementation
Today marks a major milestone for Sercante. We are pleased to announce Sercante is the recipient of the SI Trailblazer fund from Salesforce Ventures, a fund to accelerate the growth of next-generation consulting firms.
This funding opens new opportunities to amplify our partnership with Pardot and gives us the ability to expand our team across all departments, increase investment in R&D, and continue to grow our international footprint.Continue reading Sercante Receives SI Trailblazer Fund From Salesforce Ventures
Wait, what is Marketing Data Sharing?!? If you are not familiar with Marketing Data Sharing, it essentially allows you to restrict which leads, contacts, opportunities, and/or custom objects are eligible to sync from Salesforce to Pardot. Let’s break this down and discuss its requirements, use cases, and setup.Continue reading Pardot Marketing Data Sharing
Did you know there are actually two versions of the Pardot to Salesforce connector? If you purchased your Pardot account after February 2019, you’ve likely always had the newer V2 Connector, however, if you purchased before February 2019 and haven’t upgraded, you will still be on the V1 Connector. Pardot released a path to upgrade from V1 to V2 in the 2020 Summer release, but I’ve found that a lot of Pardot admins are still hesitant to upgrade. In this post I’ll cover all the considerations and options you have when upgrading your connector and help you squash those “this upgrade is irreversible” anxieties.Continue reading Upgrading to the Salesforce-Pardot V2 Connector
As our Pardot integrations are coping and adjusting to using the Pardot API with Salesforce SSO users, one of the new requirements is to provide the Pardot Business Unit ID in each API request. It is easy for Salesforce Administrators to get the ID, but what if we could do this with code?Continue reading Getting a List of Pardot Business Units For Your App – Programmatically
As Salesforce continues to rolls out Pardot SSO across all accounts, many Pardot users are now being greeted with the following error message when trying to login to Pardot:
“Can’t sign in: Salesforce single sign-on (SSO) is required to log in to Pardot. If you don’t have Salesforce login, contact your Pardot admin.”Continue reading Can’t Sign In To Pardot: Salesforce SSO Now Required
Snippets were added to the Pardot functionality toolset fairly recently as a way to help the marketers of the world stay organized and reuse their content across multiple templates or Pardot Business Units without copy and pasting (*cues angelic music*).Continue reading Duck, Duck, Goose: How to play with Pardot Snippets!
Nearly 90% of marketers are using email (think tools like Pardot) to reach their audiences on a weekly basis, according to Oberlo. On average, people get roughly ~120 emails a day, according to Radicati. Whoa! That’s a lot of emails. For many organizations in sectors like manufacturing, the switch to digital channels has become a race against time. One could infer that this number has increased due to the shift to digital channels (such as email) in 2020 due to the COVID-19 pandemic. The shift is probably affecting businesses who perhaps did not depend on email marketing to generate sales, or depended more on brick-and-mortar stores for sales. In any case, these metrics are alarming to say the least, which begs the question, what are you doing to stand out and make your brand memorable?
In Pardot, there are several ways to send emails, however the way you organize and set up your email campaigns can differ from team to team. As a marketing team, here are some challenges you may be facing and need support on in 2021:
- Planning and executing Pardot email campaigns that scale
- Creating email banners and graphics (with no designer on staff)
- Checking for mobile responsiveness across templates (with little HTML knowledge)
- Testing your email content (lack of feedback on subject lines, copy, A/B testing, etc)
- Customizing email templates and trying to stay consistent with branding guidelines
- Navigating through ambiguous IT documentation around email domains
Continue reading 21 Resources to Level-Up Your Pardot Emails In 2021
Regardless if you are a team of one or a team 15+, this Pardot Email guide can help you take your email templates to the next level with a few simple clicks.
The Pardot User-Migration deadline is fast approaching. There is a lot of guidance on setting up our human users for success, but what about our code? Currently, there is a lack of specifics available on how to make changes to custom code & scripts that talk to the Pardot API. So we wrote this guide specifically for connecting Pardot API from APEX.Continue reading Pardot API and Getting Ready with Salesforce SSO Users Part 3A: Connecting to Pardot API from APEX
The Salesforce SSO deadline is fast approaching, and there isn’t a lot of specifics out there on how to make changes to our custom code & scripts that talk to the Pardot API. There is a lot of guidance on setting up our human users for success, but what about our code? So we wrote this guide specifically for connecting Pardot API from Custom Code.Continue reading Pardot API and Getting Ready with Salesforce SSO Users Part 3B: Connecting to Pardot API from Code