The problem we face since the single-sign-on (SSO) update is that Pardot-only users have a specific role within Pardot. So, can this be amended for each user? The answer is, we can create custom profiles for Identity users in Salesforce.
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With the end of Pardot-only logins, coming February 15th 2021 (this is the date provided so far), users who are not enabled with Salesforce SSO (Single Sign On) will lose their ability to log into Pardot. Fear not, we have a solution for you!
Before we can embark on our marketing automation journey and explore exciting features, we must first set up our users. As part of the Spring’21 release, Pardot-only users will be retired from February 2021.
Pardot Campaigns allow us to track our prospects’ first touchpoint, whilst Salesforce allows us to track all touchpoints of that Lead/Contact. In this blog, I’ll explain why setting up Salesforce Campaign Influence is necessary and provide you with a step-by-step guide.
With a huge variety of Salesforce applications to choose from, it can be daunting trying to decide which ones to choose. At MarCloud Consulting, we often get questions surrounding the differences between Salesforce Sales Cloud, Service Cloud and Commerce Cloud.
The Salesforce Content Management System (CMS) is well, what the name suggests! Accessed within Salesforce, we can use this feature to store and distribute content, depending on permissions/restrictions set, all from a centralised location
The point of setting up Salesforce dashboards a certain way is to deliver information to your users in the ways that work best for them. Dashboards provide you with a graphical view of the Salesforce data in reports.
There’s a little more to Pardot and Salesforce integration and it’s important to do all of the set up before importing any data. In order for the two systems to work together correctly, you'll need to test and configure your Pardot account.
Salesforce Data Loader helps ensure our imports are as straightforward and pain-free as possible. Having accurate data stored in our platforms is vital for our marketing and sales activities. Below are the top five questions we hear
Knowing how to export data from Salesforce is something all CRM users need to know, especially if you're implementing Pardot yourself and you need to trigger the initial sync. Here's how to do it with some examples of use cases.