Prospect Insight

Read our Pardot blogs, tips, tricks and guides.

Should Pardot Marketing users have access to Salesforce?

The benefits of Pardot Administrators being able to access Salesforce

This is a common question, especially considering the price of Salesforce licenses. It can certainly be difficult to justify the extra expenditure of a user license for a marketing user, who will not be creating or updating opportunities. The important thing to consider here is that Sales Cloud is positioned as not only a Sales tool, but also as a key driver of your Marketing and Customer Service functions. We see several benefits of at least one Pardot Administrator being able to access Salesforce:

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Simple! Your 7 Step Guide to Mastering Pardot Business Units

Don’t know where to start with Pardot Business Units? Our seven-step guide takes you through everything you need to know!

I’m sure you’ll agree with me when I say: Business Units in Pardot are really tricky to wrap your head around. Or, are they? Well, it turns out that we can break down implementing this new feature into a guide of easily-repeatable steps, so you can follow our standard process to get up and running quickly. All the answers you need can be found within this article. What are Pardot Business Units?

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How to Archive Connected Campaigns

“I can’t archive my Connected Campaign” Pardot’s Connected Campaigns feature is a fantastic step in the right direction towards better alignment between Salesforce and Pardot campaigns and reporting. However, the documentation available on the knowledgebase does leave something to be desired. Today I spent some time puzzling over how to archive Connected Campaigns. Of course, the move to Connected Campaigns disables the functionality to edit campaigns, meaning that we can’t take the normal route to archiving campaigns using the Archive Date feature.

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