The Basics of the Salesforce-Pardot Integration

Aug 20, 2020, 11:00 PM – Aug 21, 2020, 12:15 AM

Pardot is coming closer and closer to Salesforce with each release. With this, more Salesforce-trained users are getting curious about what Pardot is, and in some cases Salesforce admins are even being asked to run Pardot. This session is designed for people who learned Salesforce first and have stumbled into Pardot, but it will also have nuggets for seasoned Pardot users.

About this event

We will cover:

• How users work between Salesforce and Pardot and how to troubleshoot common access issues

• How prospects (aka leads or contacts) sync between Salesforce and Pardot and best practices for importing/deleting

• How objects and fields sync between Salesforce and Pardot and how to troubleshoot common sync issues

• When to use Pardot lists vs. Salesforce campaigns

• How to start leveraging Salesforce reporting for Pardot data

*Please share with both Pardot and Salesforce users on your team!

Join us here:

meet.google.com/wjr-ctfq-axb

Join by phone:

‪(US) +1 650-667-3172‬

PIN: ‪788 758 568‬#

Speaker

  • Kirsten Kippen

    Idealist Consulting

    Pardot Solution Architect

Group Leaders

  • Stacy Jewell

    Business Valuation Resources

    Leader

  • Amanda Adams

    Community Group Leader

  • Apoorva Mahale

    Adelante Mujeres

    Community Group Leader

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