What the Salesforce Administrator needs to know about Account Engagement (Pardot)

Location: Church Ranch

Why this topic is important? We hear over and over that Pardot was set up by an admin and they did not understand what the tool is, and made edits in SF that can disrupt the Marketing processes. This is not meant to train an admin on Pardot but what an admin needs to know so when they make changes it will not hurt the Pardot system or Marketing operations works. Big gap is not knowing who owns what in the intersection. Often Marketing assumes SF knows what's going on and SF Admin assumes Pardot is self-sufficient. What we will discuss:

1. Field Edits and data sync

2. Page Layouts

3. The SF – Pardot connector

4. Reporting

5. Other Collaboration options to be strongly considered.