Congratulations and welcome to Salesforce Marketing Cloud Account Engagement (Pardot) family! Not sure where to start? We promise it is not as scary as you think it might be. We have created this Pardot implementation plan and checklist to help get you started. After reviewing the official Pardot Implementation Guide, we created a project plan Google Sheet to keep track of tasks, notes, and documentation.
Get the Pardot Implementation Checklist Template
Look for the method you’ll use to open the Pardot implementation checklist template below. You’ll also find instructions for using the template.
| Note: This is for a standard implementation and does not include any of the Lightning builders or B2B Marketing Analytics. Reach out to the team at Sercante for guidance with those implementations. |
Google Users
If you have a Google Account: Click here to open the template in your browser and make a copy. Navigate to File > Make a copy > Update the document name and save to your drive.
Microsoft Excel Users
If you don’t have a Google account, you can download to an Excel file instead. To do that, open the template in your browser and make a copy. Navigate to File > Download > Microsoft Excel.
Using the template
We have organized the templates into 3 different tabs:
- Tasks
- Timeline
- Key Documents
Task lists
The task list is broken into 5 sections: Planning, General Set up & Technical Items, Salesforce Connector, Marketing Assets, and Integrations. The setup tasks include all the tasks listed in the official Pardot Implementation Guide.
Timeline
Sometimes it is good to see all the tasks visualized in a timeline, and you know someone is going to ask for it, so I added in a timeline tab just for that. Just update the start and due dates for your project and the timeline will also update.
Key Documents
There are lots of planning discussions that happen when implementing Pardot, so you will want to document final decisions and make sure that everyone can easily access the documentation.
For example, did you finalize your naming convention and folder structure? Make sure to put it in a document on a shared drive and add the link to this tab.
| Hot Tip! The more documentation you create about processes the better. You never know when someone will ask for it and you can save yourself time later by documenting as you go. |
Get Pardot Implementation Guidance
Still feeling overwhelmed with your implementation? Or have questions about Lightning builders or B2BMA setup? Don’t hesitate to reach out. The team at Sercante is here to help.
