Learn Pardot & Salesforce

Use the resources below to learn Pardot and Salesforce, with expert guides, tips and tricks that will help you use your systems with best practice and for great results.

Essential Pardot Email Marketing Checklist

When it comes to email marketing, there isn’t much room for error, yet staying on top of everything that needs to be considered is a lot of mental load! That’s why we’ve created a simple and printable Pardot email marketing checklist, that can be completed digitally every time you send a new campaign.

Expert’s Guide to Great Pardot Email Marketing

If you find the process of planning, creating, and sending emails in Pardot overwhelming or too time-consuming, this ebook is for you because understanding everything you need to know and do to ensure successful and effective email marketing activity is no easy feat.

Pardot Marketing Calendar

The Pardot Marketing Hygiene Calendar is a readymade tool that helps B2B marketers stay on top of their account organisation, in turn, saving time and the headaches of an unruly account. It’s best used in conjunction with our free eBook: How to Organise Your Pardot Account Like a Pro.

Organise Your Pardot Account Like a Pro

Tidying your Pardot account is step one in making your life easier, saving time and increasing return on marketing investment! Here you’ll find a complete guide to organising your Pardot account like a pro – whether you’re working with a new implementation or a mature account that’s in a bit of a mess.

Pardot Scoring & Grading Worksheet

The Pardot Grading & Scoring Worksheet is a practical tool that marketers can use to figure out the answers to their Scoring and Grading model. It’s best used in conjunction with our B2B Marketer’s Handbook: Pardot Grading & Scoring That Works.

Pardot Scoring & Grading for B2B

This handbook gives a straightforward explanation of Pardot grading and scoring. It outlines default versus custom models and provides a basic understanding of lead qualification. If you’ve ever wondered what the difference is between grading and scoring, we cover it.

Pardot Naming Convention Builder

We’ve created a nice, easy-to-use Pardot naming convention builder that will help you define a much better structure in organising your assets and files within your account. Simply choose your asset, fill in the fields, copy and paste into Pardot!

Salesforce Marketing Cloud: Beginner’s Guide to Data Extensions

We know from experience that Data Extensions are not always the friendliest Marketing Cloud tool – they can confuse both experts and beginners alike! Our ‘Salesforce Marketing Cloud: Beginner’s Guide to Data Extensions’ eBook will demystify any confusion around Data Extensions and how to use them.

Salesforce Marketing Cloud Glossary

Even the most experienced Marketing Cloud users won’t always remember every single phrase or term! So, we’ve compiled an A-Z list of definitions you can download to your desktop or print out for your office wall – whichever way works best for you!