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