How to Set Up Connected Campaigns | Pardot

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  • เผยแพร่เมื่อ 4 ม.ค. 2025
  • Want to know how to set up Connected Campaigns in Salesforce Pardot? Want to manage all your Pardot campaigns in Salesforce? This video walks you through 5 easy steps to enable and set up connected Campaigns between Pardot and Salesforce.
    0:00 Five Steps to Enable Connected Campaigns
    0:44 1. Enable Connected Campaigns and Engagement History 0:44
    2:41 2. Align and Connect your Pardot and Salesforce Campaigns
    3:02 a. Connect Campaigns with Excel.
    3:43 b. Bulk Connect Pardot Campaigns to New Salesforce Campaign.
    4:05 c. Connect Individually.
    4:44 3. Use Salesforce to Manage All Campaigns
    7:06 4. Enable Pardot Asset Reporting on Salesforce Campaign Object
    8:32 5. Notify Users
    If you have questions, tap into the wisdom of our entire Trailblazer Community here: trailhead.sale...
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    Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments - including marketing, sales, commerce, and service - a single, shared view of every customer.

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