Pardot Goodies from the Salesforce IdealExchange

This past year has been a great year for Pardot Admins everywhere. With each new release, Pardot has grown in functionality and has also become more integrated with Salesforce. This is fantastic as it allows for tighter data control, better personalization when communicating with prospects, improved user management processes. and an overall better user experience. In the wake of the new year, check out the newest Pardot features and updates on the Salesforce Spring 21 release notes to gain insights into what is coming in 2021.

As Pardot Admins, we often run into corners of the platform that require a little more creativity in order to solve a specific business need. Oftentimes, you can just “Google it” and voilà! Many in the Pardot community have the exact same question or problem you do, and although you find the answer (which is a huge relief), wouldn’t it be fantastic if there was a way for Pardot simply to add a fix for everyone?

Well my friend, grab a seat and let’s head over to the IdeaExchange!

Continue reading Pardot Goodies from the Salesforce IdealExchange

Considerations for Integrating Pardot + Sitecore

Pardot and Sitecore

Sitecore is a powerful Website Content Management System. We can use Sitecore and Pardot together to great effect. There are a few Sitecore capabilities which we will want to use to compliment Pardot, and a few features we want to use in conjunction with Pardot.

Continue reading Considerations for Integrating Pardot + Sitecore

Drawing a Blank: How Pardot Handles Empty Field Values

One of the tricky and little-known-things about Pardot is how the system handles blank values.

If you’ve never had a reason to, you probably haven’t thought about it.  But when it DOES come up — here’s what you need to know to be ready. Continue reading Drawing a Blank: How Pardot Handles Empty Field Values

How to Turn on User Sync: A Guide for Paranoid Pardot Admins

One of my favorite Pardot AEs texted me about the Pardot user sync as soon as it was publicly announced, asking what I thought of it.  I told her people would have one of 2 reactions:

  1. Wait, this doesn’t already exist
  2. It’s about damn time

Either way — this is one of those features that once you turn on, you can never backpedal away from. If this instills you with mild terror, read on for a summary of next steps on getting this up and running in your org. Continue reading How to Turn on User Sync: A Guide for Paranoid Pardot Admins

Pardot Social Data: That FullContact Thing Everyone Forgets

Does this look familiar?

Pardot Social Data Connector.png

I can’t tell you how many Salesforce orgs I log into that have the “Pardot Social Data” Visualforce page added to the contact/lead page layout, and it displays a big window of nothingness.

But it’s not that hard to set up, so consider: a) taking 5 minutes to do so, or b) removing it from your page layout already. Continue reading Pardot Social Data: That FullContact Thing Everyone Forgets