PardotPuffGirls
PARDOT ADMINISTRATION BASICS
Now you are already familiar with the Pardot - Salesforce Integration, so in this blog we'll cover the Pardot Administration basics.
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Topics to be covered are :
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Difference between a Pardot and Salesforce administrator?
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Pardot Account Settings
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Setup users
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Configure login with Salesforce
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Setup Custom Prospect fields
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Connect social site to Pardot
Difference between a Pardot and Salesforce Administration?
A Pardot Admin is responsible for managing your Pardot account. This person's work is to focus on the execution of your company’s marketing automation strategy. They spend their days configuring custom fields, automation rules, and tracking campaign performance to make sure your B2B marketing programs are running perfectly.
On the other side, a Salesforce Admin owns your company’s Salesforce org. This person is responsible for optimising your Salesforce account to make sure it meets the company’s requirements. They spend their days managing user access and permissions, implementing workflows and processes, and helping end users adopt the platform.
Pardot Account Settings
Pardot account setting contains all information for administrating your Pardot Account.
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Click on Setup and select Settings
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Click the Usage and Limit Tabs,It shows all your account features, utilizations and limits.
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Click My Profile tab ,This tab shows all your profile information and user preference.
Click Edit My User Preference to make changes in your email and app
Create a Pardot User
Now you have already set up the account settings of a Pardot ,but you need a user to manage this account. For that we need to follow some setups to create a user in Pardot . Every Pardot account comes with four user roles: Administrator, Marketing User, Sales Manager, and Sales User. This makes it easy for Pardot Administrators to create new users and grant them the correct permission sets.
Let's Create a new Pardot user with a Marketing role.
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Navigate to Admin >User Management>Users.
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Click + Add User
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Enter the user first name and last name
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Enter the user Email Address.The email address must be unique across all the pardot accounts.
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Select Send Activation Email to send an activation link to the users
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Select the marketing role
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When it's all finished ,Click Create user.
Add Custom Fields
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Navigate to Admin>Configure Fields>Prospect Fields.
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Click +Add Custom fields
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Custom field id is automatically generated
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Change field type to Radio Button to limit the response
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Under Values, enter the following values for the field:
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Yes I will be there
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No I can’t come
6. When finished ,Click Create Custom field to save your new field
Log In with Salesforce
This part is for those who use both Sales Clouds and Pardot. In this we will see how to login in to Pardot with your salesforce credentials.
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From the pardot login screen ,Click Log In with salesforce
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Click Allow to give pardot the rights to read data from salesforce
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Enter your Pardot username and password to verify that you have access to your pardot account
Click log In.
Connect Pardot to Social
You can extend Pardot’s reach to other third-party applications you already use.
Let’s setup a Twitter connector in Pardot
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Navigate to Admin>Connector and click+Add Connector
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Scroll to Social Posting Connectors, and click Twitter.
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Click Create Connector
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You will be redirect to the twitter to login to the account you want to connect
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After connectors saves, click verify now
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Click Authorise App
Click Save Connector.
Additional learning/reference materials:
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