Pardot and Salesforce have been integrating with each other more and more for the past few years and this release is no different. The ability to create templates and reusable content in Salesforce are just two of the changes coming our way. Check out some of the others below.
Salesforce User Sync
Auto activated in the Spring 21 Release
While Salesforce and Pardot have always synced to some degree, the user sync feature in the Spring 21 release means that you can now manage both Salesforce and Pardot users directly from Salesforce! No longer will you need to create and maintain users in both systems.
- In Pardot, it’s a once-off exercise – map Salesforce Profiles with Pardot Profiles
- In Salesforce, assign Salesforce users to Pardot
- as users come and go, add/remove users from the assignment
- You can’t disable Salesforce User Sync after it’s enabled.
- Pardot users already connected to a Salesforce user are converted to synced users. Synced users can’t use Pardot credentials to log in to Pardot. They must use the Log In With Salesforce button or use the Pardot Lightning app. Pardot-only users can log in with their Pardot credentials.
- If an assigned user exists in Pardot, but is in the recycle bin, they are unarchived and synced instead of creating a duplicate user.
- You can create a Pardot-only user in Pardot, but if you map them to a Salesforce user they convert to a synced user.
- Because synced users can’t log in to Pardot directly, they can’t be used for some integrations and plug-ins. Use a Pardot-only user with your Pardot WordPress plug-in. Synced users can use Salesforce Engage, Engage for Gmail, and Engage for Outlook.
Salesforce Help Article
Version 2 of Salesforce-Pardot Connector
Upgrading to V2 of the Salesforce-Pardot connector lets you take advantage of improvements like on-demand metadata sync, the Business Unit Switcher, and the Pardot integration user.
Connector v1 requires a licensed user to act as the connector user. However with Connector v2 you can use the integration user which does not consume a Salesforce license.
Connector v2 also lets you pause prospect and custom object syncing to make configuration or data changes. This means, with the click of a button, Pardot syncs your metadata from Salesforce. For example, if you create a custom object and you map it to Pardot, you can sync it instantly. With v1, you have to wait for the background process that pulls the object (every 4 hours).
Important: During the upgrade process, the connector’s data sync is paused, and the connector status is set to Upgrading. When the upgrade is complete, the connector’s status is set to a green checkmark, and the user who initiated the upgrade receives an email notification.
- The upgrade is not reversible. After you confirm the upgrade, you can’t revert to v1 of the connector.
- Connector v2 inherits your v1 connector settings.
- Decide if you want to use your existing connector user or the Pardot integration user. If you opt to use your existing connector user, they must be added to the Pardot_to_SF_Integration_Secure_Connected_App connected app before you begin the upgrade. If you use the integration user, a system admin or a user with Modify All Data or Customize Application permission must authenticate to start the upgrade.
Salesforce Help Article
Email Template Builder & Email Content
A key component of Pardot is the ability to create emails using templates. With the new release, users will have the ability to easily create email templates in Salesforce using reusable content.
With the Email Template tab, you can launch a new drag-n-drop builder in Salesforce with the Edit in Builder button. From here you can create and add call-to-action buttons in an email template, and preview email in full screen or mobile.
The Email Content tab allows you to use reusable content. Simply select the Edit in Builder button when you’re ready to send the email or make changes to an existing template. You can then test content and merge fields using the ‘Preview As’ Feature and send test emails. Just like in Pardot, you are able to track stats on how the email is performing after sending including sends, opened, clicks, click through, open and delivery metrics.
HML Markup (handlebars merge language)
(translation: merge fields used in Pardot)
HML is a new merge language for personalizing emails in Pardot. It’s easy to upgrade your existing content as most users can upgrade to HML without losing any functionality. HML’s new and improved merge field picker makes it easier to find what you’re looking for and introduces Conditional content statements (example: IF First Name is populated, “We’ve got great news for you John”, ELSE “We’ve got great news for you!”)
HML also gives us a stronger platform so Salesforce can develop more advanced personalization features in the future.
While connected campaigns aren’t new, they are a cool feature as you are able to see at a glance how a marketing initiative is performing, compare campaigns against each other, and add new, insightful Campaign List Views.
This new visibility into reporting is changing how organisations measure the success of a campaign, thus helping with Salesforce adoption across a company. With so much information directly on the campaign page in Salesforce, everyone can easily see exactly how many times a Pardot form or landing page has been viewed or submitted, and track email statistics for total delivered, total unique opens, open rate, total unique clicks, and click through rate, just to name a few.
Naturally, you are able to customise campaign list views to compare performance and, with the new Engagement History List View, show exactly which Pardot forms a prospect has submitted directly on the lead or contact page.