Pardot Life Hacks

Awesome Admins Assemble - Pardot Life Hacks - #41

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As Salesforce and Pardot work closely together, it is so valuable to get the perspective and help of your Salesforce Administrator when working with Pardot. What are the best ways to collaborate with your Salesforce Admin and how can Pardot users in turn help them?

A 3x Salesforce Certified Ohana Member, Trailhead Ranger, Salesforce Trailblazer Mentor, Consultant, Marketing Solutions at Coastal Cloud, Dani Reeve, delves into the Pardot and Salesforce relationship.

 

Takeaways

  • Dani Reeve’s favorite Pardot Life Hack: Using automation rules as a second string spam filter.
  • Collaborate with your Salesforce Admin as another resource to better streamline marketing and sales processes. They can advise on automations that can be configured, reducing operational costs.
  • Pardot users can help Salesforce Admins by asking questions, having consistent communication, and sharing their overall goals. Articulate the objective that needs to be accomplished and then listen to what the Admin advises.
  • Salesforce Admins, be aware of the default objects that sync with Pardot, Leads, Contacts, Accounts, Opportunities, and Campaigns. Configurations with other objects, for example, Cases, would require a Custom Object in Pardot.
  • Career Advice: Perseverance, Passion, Patience, and Practice.

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    Useful Links

    • LinkedIn: https://www.linkedin.com/in/dani-reeve/
  • Twitter: https://twitter.com/SalesforceDani
  • Trailhead Profile: https://trailblazer.me/id/dreeve
  • Coastal Cloud: https://coastalcloud.us

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    Shout Outs

    • 19:39 Ayrielle Berryman
  • 55:58 Ashley Anger

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    Social

    • #PardotUsers
  • #SalesforceAdmin
  • #TrailblazerTalk
  • #Salesforce
  • #Pardot
  • #SalesforceCertified
  • #PardotLifeHackers
  • #SalesforceOhana

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    Ways to Tune In

    • iTunes - https://podcasts.apple.com/us/podcast/pardot-life-hacks/id1476702195
  • Spotify - https://podcasters.spotify.com/podcast/3gTNQj4WnIPN0awdA8Qpan
  • Stitcher - https://www.stitcher.com/podcast/cheshire-impact/pardot-life-hacks?refid=stpr
  • iHeart Radio - https://www.iheart.com/podcast/269-pardot-life-hacks-48758528/
  • Google Play - https://playmusic.app.goo.gl/?ibi=com.google.PlayMusic&isi=691797987&ius=googleplaymusic&apn=com.google.android.music&link=https://play.google.com/music/m/Izjdvuefegnmrmlradp2l7rnqvm?t%3DPardot_Life_Hacks%26pcampaignid%3DMKT-na-all-co-pr-mu-pod-16
  • YouTube - https://youtu.be/QLdKmEbrKRA
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