Browse our Salesforce Account Engagement(Pardot) Resources and take the steps to becoming a Modern Marketer today.
Our Trailmix helps enable you and your team to learn how to use Account Engagement(Pardot) and confidentially execute Market campaigns.
Congratulations on becoming a Salesforce Account Engagement(Pardot) Admin! Watch this video to accelerate your road to becoming a Marketing Automation expert. Learn about account settings, managing users, and setting up your account for success!
Going Global or scaling up your Marketing? It might be time to implement Salesforce Account Engagement(Pardot) Business Units. Get guidance from Salesforce Support, and learn about goals for global marketers and global governance. Scale your Marketing Automation to meet your growing business needs today.
Are you ready for B2B Analytics for marketing? Set up your B2B Analytics and start using advanced analytics to improve your Account Based Marketing, Customer Segmentation, and Campaign Performance Reporting with this video from Salesforce Support.
This video provides a high-level review of the pre-built B2BMA dashboards, datasets and how marketers get value from the product.
This Intro to Pardot by Salesforce Support give you a quick start with an intro to Account Engagement(Pardot) and some of the beginner level strategies and tactics your team can use to grow your business
Getting ready to implement Salesforce Account Engagement(Pardot)? Prepare for your implementation with this video from Salesforce Support and learn about the technical requirements and best practices for implementing Pardot and excelling at Marketing Automation.
Is it time to supercharge your Marketing Automaiton with Artificial Intelligence (AI)? Learn about the Salesforce Einstein features for Account Engagement(Pardot) from Salesforce Support. Learn about Lead scoring, Key Account Identification, and Campaign Insights and Attribution. Use Einstein to improve your customer experience and improve ROI.
Einstein Next Best Action and show you the simple five-step process for setting it up. In the demo, we'll see how Einstein Next Best Action works with Salesforce Flow and Recommendation Builder to create workflows for employees or customers. We'll also include expert recommendations for implementation and next steps.
This video covers the steps to create a lens, formula, and dashboard with date ranges and filters using Pardot data.
Learn how to use Campaigns with Salesforce and Account Engagement(Pardot). Learn how to campaigns in Salesforce, including the campaign object, campaign members, campaign member status, campaign hierarchies, and ROI reporting.
Get your Sales team up and running in Salesforce Account Engagement(Pardot) with this training video from Salesforce Support. Learn about different features and benefits for Sales teams. Learn tactics you can use today to improve your Sales and Marketing strategies.
Learn how to create reports and dashboards that help your team showcase the results of your Marketing efforts. Learn about creating different attribution models and what charts to use and when. This video from Salesforce Support will help you display the metrics that matter and identify areas for innovation.
What are Leads? Where can I find Leads? How are they different than Accounts and Contacts? How do I Import Leads? Answer all these questions and more with Master Solution Architect Iman Maghroori as he reviews Leads basics and introduces other ideas to help you generate a healthy sales pipeline.
In production you will want to update the App Menu for all users so they can see this Home page in their navigation. Users will also need analytics licenses and permissions to view the dashboard, keep this in mind when designing page layouts in Lightning with these embedded dashboards.