Pardot Life Hacks

How to Prepare for the SSO Update - Pardot Life Hacks - #34

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As most Pardot trailblazers know, the Spring 21’ update means that as of February 15th all Pardot users will need to sign in via Salesforce single sign-on. If they do not have a Salesforce license nor an identity license, they will lose their access to be able to sign into pi.pardot.com. How can administrators prepare? What needs to be done with API integrations?

A Marketing Automation Strategist, Entrepreneur, Writer, Thought Leader, 4x Salesforce Certified Ohana Member, Founder and Managing Director at MarCloud Consulting, Tom Ryan, dives into how to be prepared for when the update drops.

 

Takeaways

  • Tom’s favorite #PardotLifehack: Passing unique values through to a Pardot form via hidden fields.
  • Consider taking the leap and getting Salesforce Licenses for your core team of Pardot users. This allows for access to features such as the Pardot Lightning App, Salesforce Lightning Reports and Dashboards, and viewing Campaign Influence on Opportunities.
  • Identity Licenses are there for people who are not creating Salesforce campaigns or have limited involvement in Pardot. This is recommended for external agencies, contractors, and third parties. Keep in mind, that identity licenses do not provide access to the Pardot Lightning App.
  • It is time to take the leap to Lightning! Features including B2B Marketing Analytics, Engagement History, and Campaign Influence are great for marketing teams to help display the ROI and value they drive for the business.
  • For Identity License users, create different profiles and align them with your Pardot roles. For example, Identity - Admin and Identity - Marketer. This makes it easier to map them across with user sync turned on.
  • Advice: Move over to the new tech sooner rather than later. It is only enabling you to be better!

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    Useful Links

    • LinkedIn: https://www.linkedin.com/in/thomasmatthewryan/detail/contact-info/
  • Twitter: https://twitter.com/trryan16?lang=en
  • MarCloud Consulting: https://marcloudconsulting.com

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    Shout Outs

    • 28:30 Lara Black
  • 28:55 Lucy Mazalon
  • 28:58 Triana Jarman

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    Social

    • #MarketingChampions
  • #SingleSignOn
  • #TrailblazerTalk
  • #SalesforceLightning
  • #UserSync
  • #PardotLifeHackers

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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/wRZ_F8dN054
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