Pardot Life Hacks

Latest Episodes:

Products We Love l Qualified.com - Pardot Life Hacks Feb 04, 2020

Show notes

Jennifer Lynn Schneider delivers this special of Products We Love, featuring Qualified.com, the #1 live chat and chatbot platform for Salesforce Pardot. Find out why Jennifer loves the platform so much and what it can do for your marketing and sales teams to engage with your ideal buyers in real time.

Useful Links

Qualified.com - https://www.qualified.com/

Resources

Do you want to find out more about Qualified.com? Check out Cheshire Impact’s next webinar on February 13th, with the Qualified team! Use this link to register: https://go.cheshireimpact.com/cheshwebinar/qualified

PardotLifeHack QuickTip l Turn on Lightning Experience - Pardot Life Hacks Jan 28, 2020

Show notes

Jennifer Lynn Schneider presents this QuickTip on how to prepare your org for the Lightning Experience. Salesforce has extended the critical update until the end of the month, January 31st, for when your users with the lightning experience user permission will see the “Switch to Lightning Experience” link.

Have you been avoiding switching to lightning because you feel your org or your users are not quite ready? This QuickTip provides some great ideas, best practices, and of course life hacks, to get your house in order for when the lightning experience comes.

#PardotLifeHacks

Process training is the #1 overlooked action by most companies and it is the #1 thing that will hold you back. - Not preparing your organization and end users can hold up essential processes such as ROI reporting and attribution. To keep everything running as it should, take the time to train your team.

Useful Links

Turn on Lightning Experience: https://help.salesforce.com/articleView?id=000317946&type=1&mode=1

How to be a Great Client - Pardot Life Hacks - #17 Jan 21, 2020

Show notes

Jennifer Lynn Schneider provided her suggestions for *How to Pick the Right Partner, now she gives her top suggestions for How to be a Great Client.

Do you want to know what will help your partner succeed in their project for your business and how to best collaborate with them? Check out this episode to hear the other side of the story.

*#16 How to Pick the Right Partner - https://www.pardotlifehacks.com/e/how-to-pick-the-right-partner-pardot-life-hacks-16/

Jennifer’s Top Suggestions for How to be a Great Client

Be clear, honest, and decisive about what you want in the scoping process. Having multiple scoping calls is for your benefit as specific services need to be determined.
Have a realistic budget for the services you request. Prioritize your requests to align with your company goals. Target your business’ top three pain points to make your budget worth while.
Be willing to take expert advice and recognize when an industry expert gives that advice. Remember that a good partner will challenge you.
Complete the homework or prep work that your partner recommends on time. The partner is often at a stand still on the project until your prep work is complete.
Please pay on time. Missed payments could delay your project and your partner can get booked up in the time that they are waiting for your payment. This is not helpful to either party.
Respect SLAs and use communication tools put in place. Your lack of preparation is not your partner's emergency. The more you use them as a scapegoat the less likely you are to receive the budget you need to hire them for future projects.
Be a good human and embrace empathy. Your partner is just like you and has a life outside of work.
Plan and execute with a big picture in mind.
Don’t be afraid to make changes and fail. True trailblazers adopt new features, experience early bumps, but also have the chance to discover a work around, before everyone else that may be playing things safe.
Keep your partner in the center of your business and introduce them to decision makers. Most clients don’t take full advantage of their industry experts.

#PardotLifeHacks

Your tech stack is not a box. - It is not something you build and then leave. Think of your tech stack as a garden that you have to keep up and that needs to change as your priorities do for your business.
Set 1-3 objectives on your scope of work and then allow for a bank of hours to handle things that come up. - Consider doing this especially if you cannot clearly explain what you need to your partner.
Don’t be afraid to hold objective meetings prior to meeting with your partners. - Work with your operations and sales teams to learn their priorities, so that you can all align on what should be done with the budget that you have.
If you lack time management or resources to complete the work, ask your partner to set up times to meet with you, to work on it together. - Just keep in mind that this could possibly delay your timeline.
As the POC for your partner, fully understand the payment terms of your SOW and know your internal accounting process. - If payment takes three weeks to process, then start the process three weeks in advance.
If you have to use email to communicate, create a folder with rules for all communication to go in there regarding your project. - Establish subject lines that trigger urgent needs, so that all parties are aware of the communication protocols.
Slow and steady wins the race. A project that has a well-thought out plan, typically has a slower start. - There needs to be time for setting up the project management tool and building a timeline. This will result in a bigger payoff.
Don’t be afraid to be an early adopter. - Expect that there will be bumps along the way and set expectations with your leadership ahead of time.
Your partner is an extension of your skills and leadership. - They are not there to take your job, but to help you and your business succeed.

#Social

#PardotLifeHackers
#TrailblazerTalk
#Ohana
#Martech
#MOPS

PardotLifeHack QuickTip l Chrome Browser Default & Pardot - Pardot Life Hacks Jan 17, 2020

Show notes

Jennifer Lynn Schneider presents this QuickTip on what to expect and what to do now that the Chrome Browser default is going live on February 4, 2020 and how it can affect your tracking and reporting with Pardot.

Useful Links:

Enable SSL to Use an HTTPS Tracker Domain - https://help.salesforce.com/articleView?id=pardot_admin_tracker_domain_ssl_enable.htm&type=5
Default a Tracker Domain to HTTPS - https://help.salesforce.com/articleView?id=pardot_admin_tracker_domain_default_https.htm&type=5

How to Pick the Right Partner - Pardot Life Hacks - #16 Jan 14, 2020

Show notes

Having the right partner at your side can be the difference between feeling supported or frustrated when dealing with your tech stack. However, with so many partners out there and the stress of purchasing new technology it can be difficult to discern for who the right partner is.

To help ease the process, Jennifer Lynn Schneider gives her top considerations for choosing the right partner for your business needs. She encourages listeners to look beyond budget, tactical skill, and quick promises, and to think about their business strategy, and investment in your company.

Jennifer’s Top Considerations for picking the right partner

Do they specialize or are they a jack of all trades? Does their specialized skill align with your business needs?
Do they have a competitive edge in the industry, that sets them apart from the rest?
Do they have process and project analysis methods? This gives you insight into their experience. Find out what tools they use for project management.
Do their culture and values align with your company’s?
Do they have reference and credibility in the industry?
Is the partner invested in your business’ future and push you out of your comfort zone? Do they provide multiple options for how your business could execute processes? Their drive to push your team to be the best will show how much they care.
Are they focused on budget alone to win your business? Offering a cheaper deal could lead to cutting corners and not allocating for the appropriate amount of hours needed to properly execute a project. Beware of deals that are too good to be true.
Do they understand the technical and business side of your company?
Do they have empathy? How does this partner vocalize your business needs? What is their tone like on calls with you?
What is their team structure that can support you?
“The right partner is not just a transaction…” - Jennifer Lynn Schneider

#PardotLifeHacks

Find conferences or events in your area where a potential partner will be speaking. - This allows you to meet the team, before you meet the team. If they are not speaking at an event, check their social media, blog, or podcasts. What kind of thought leadership are they putting out to the community?
Do not take a potential partner’s word for it, do your own research. - Talk to their customers and find out how the partner communicates and supports the goals of their customers. Ask their customers how the partner responds to adversity.
Don’t be swayed by shiny squirrels and demos. - Your team’s goal is to improve your business, not adopt new technology for tech’s sake. Be sure that this is the right time for your business to adopt new technology, so that your efforts are scalable.

#Social

#PardotLifeHackers
#TrailblazerTalk
#Ohana

1:1 Forms vs 1 Global Form | The Ultimate Conundrum | #PardotLifeHacker Request Special - Pardot Life Hacks - #15 Dec 17, 2019

Show notes

Jennifer Lynn Schneider responds to the below question from fellow #PardotLifeHacker, Stephen Meyer, from Agility Recovery.

"How can we create one landing page that you can use for a whole bunch of different channels (paid search, re-marketing, display, organic/direct, partners, social, etc.) and how can we properly set them up to add to the correct corresponding SFDC campaign that’s tracking each channel’s success?

In the past, we were told you had to have a dedicated form and landing page for each source, which made things messy when we were using some of our best pieces of content for a dozen or so outlets/channels."

She answers Stephen’s questions with a few different options of how to execute best practices and of course some #PardotLifeHacks.

Takeaways

To capture the engagement from multiple channels for one landing page, consider using custom redirects for each channel. For example, you can create a separate custom redirect for LinkedIn, Twitter, and Facebook all leading to the same landing page. Then create completion actions that assign prospects to the associated campaign with the status of either LinkedIn, Twitter, or Facebook.
To track the last touch of each lead, you can create a last touch lead source custom field in both Salesforce and Pardot.
Campaign statuses allow the marketer to view how prospects are engaging throughout the campaign. To view campaign status metrics on a dashboard, create a component for campaign statuses, so that the data will automatically update with a visual of which status is getting the most engagement.
To track engagement with your top content, consider creating a Top Content Parent Campaign and then each piece of content you want to track would be a child campaign underneath this parent. In a dashboard you can filter by this Top Content Parent campaign and then all of the children associated to this parent will automatically show up.

#PardotLifeHacks

Be sure to change the sync behavior in Pardot to use the most recently updated record if you want the last touch lead source custom field to constantly update or overwrite. - Pardot only fills in null values in Salesforce, so if you want Pardot to be able to overwrite, you need to change the sync behavior.
Enable engagement history custom reports to boost reporting and attribution. - With engagement history reporting, you can create a component that has landing page views versus submissions, specific to each campaign all within Salesforce lightning.
Add the API Name of any Salesforce Pardot Field after the iframe code of a Pardot Form to fill in that field rather than using a completion action.
Add global filters to your Salesforce lightning dashboards. - This allows you to manipulate the data in whichever way best suits your business needs. You can filter by campaign start date, lead created date, etc.

Shout Out:

0:42 Stephen Meyer

#Social

#PardotLifeHackers
#TrailblazerTalk
#Ohana

Salesforce Object Series | Episode 5 of 5 | The Campaign Influence Object for Marketing Admins - Pardot Life Hacks - #14 Dec 10, 2019

Show notes

This is it #accidentaladmins and #accidentalmarketers! The fifth episode of the five-part *Salesforce Object Series.

Jennifer Lynn Schneider explains the Campaign Influence Object from its definition to the steps for enablement. She provides ideas for reporting, process, and of course, some Pardot Life Hacks to consider along the way.

*Episode 1 of 5 of the Salesforce Object Series: The Lead Object for Marketing Admins - https://www.pardotlifehacks.com/e/salesforce-object-series-episode-1-of-5-the-lead-object-for-marketing-admins-pardot-life-hacks-08/

Takeaways

Campaign influence helps you to understand how your campaigns are affecting your opportunity pipeline.
For campaign influence to show up on an opportunity, a contact must be on the contact role of the opportunity, under related lists. Salesforce campaigns take the contact as the connection between the campaigns involved and the opportunity.
If you see something in your org setting that is different, talk to your Salesforce Admin and ask questions. Build that relationship and trust with them. Don’t be complacent, challenge the status quo, but do it in a helpful way.
Campaign influence is retroactive, when enabled, it will start running calculations on all opportunities that have the contact role completed.
There are four model settings to choose from for customizable campaign influence: the original primary campaign source model, first touch, last touch, and even distribution.
Create custom report types for each influence model, so that your team can compare what the data looks like with first touch and what the data looks like with last touch. The team can then decide what model works best for your business.

#PardotLifeHacks

Consider using vocabulary like project instead of campaign when referring to your goal initiative. - This is because the word campaign is overused and has multiple definitions to it.
If you do not have Pardot yet or have not yet enabled connected campaigns you can still enable the campaign influence 1.0 setting in salesforce.
Don’t be scared of enabling campaign influence. - It simply aggregates existing data which you can change with the auto association settings or by improving your internal processes as a company.
If you have other models and another one is default, stop. - Talk to your Salesforce Admin, and your sales, operations, and marketing teams to discuss before moving forward.
Don’t set campaign influence up and forget it. - This is a living object that should change as your business process does and should reflect what your business needs are at the time.
In order to add any of these related lists to the page layouts, the System Administrator also needs to have the Permission Set with Enable Access to Customizable Campaign Influence.

Useful Links:

Campaign Influence - Understand how your campaigns are affecting your opportunity pipeline.
- https://help.salesforce.com/articleView?id=campaign_influence_parent.htm&type=5
How is Campaign influence different from ROI reports?
- https://help.salesforce.com/articleView?id=faq_campaigns_how_is_campaign_influence.htm&type=5
Set Up Customizable Campaign Influence
- https://help.salesforce.com/articleView?id=campaigns_influence_customizable_setup_parent.htm&type=5
Configure Customizable Campaign Influence
- https://help.salesforce.com/articleView?id=campaigns_influence_customizable_setup.htm&type=5
Enable Users for Customizable Campaign Influence
- https://help.salesforce.com/articleView?id=campaigns_influence_customizable_setup_parent.htm&type=5
Add Customizable Campaign Influence to Page Layouts
- https://help.salesforce.com/articleView?id=campaigns_influence_customizable_add_to_layouts.htm&type=5
Designate a Default Campaign Influence Model
- https://help.salesforce.com/articleView?id=campaigns_influence_customizable_set_primary_model.htm&type=5
Lock a Campaign Influence Model
- https://help.salesforce.com/articleView?id=campaigns_influence_customizable_lock_model.htm&type=5
Manage Customizable Campaign Influence
- https://help.salesforce.com/articleView?id=campaigns_influence_customizable_manage_parent.htm&type=5
Add Influential Campaigns to an Opportunity
- https://help.salesforce.com/articleView?id=campaigns_influence_customizable_add_to_opp.htm&type=5

Shout Out:

0:37 Everyone Jennifer met at Dreamforce and OpsStars

#Social

#PardotLifeHackers
#TrailblazerTalk
#accidentalmarketer
#accidentaladmin

PardotLifeHack QuickTip | #TeamChesh | On our way to #DF19 - Pardot Life Hacks - #13 Nov 15, 2019

Show notes

The Cheshire Impact Team is going to Dreamforce 2019, so to get to know them a little more, Jennifer Lynn Schneider interviewed the team.

They share their first encounters with Salesforce stories, what they are looking forward to at Dreamforce, and their advice for trailblazers that are looking for a partner to help them in their journey.

Listen to this episode to meet the Cheshire Impact Team!

Jennifer

Lives in: Omro, WI
Likes: Travel, painting, music, gardening
First encounter with Salesforce: Working in radio, she became an accidental admin.
Favorite Pardot Feature: Dynamic Lists
Looking forward to at Dreamforce:
- Fireside Chat with Marc Benioff and Tim Cook
- Meeting up with the trailblazer ohana!
Advice to a Salesforce Pardot user when they are looking for a partner: Understand what to ask and make sure your choice is not just tactical. Make sure they have a deep passion for your business process and strategy.

David

Lives in: Atlanta, GA
Loves: His family, pets, and the Cheshire Impact team
First encounter with Salesforce: His Dad used Salesforce when he was nine-years-old and he started using it professionally seven years ago.
Favorite Pardot Feature: Lead scoring and grading
Looking forward to at Dreamforce:
- The atmosphere, it’s like going to Disney World for the first time!
- Learning and have interactions with great minds!
Advice to a Salesforce Pardot user when they are looking for a partner: Do your research and understand your partner’s methodology.

Eri

Lives in: Boise, ID
Loves: Food and her daughter
First encounter with Salesforce: In 2009 for her first job out of college as a Benefits Specialist
Favorite Pardot Feature: Form fill completion action of notifying the assigned user
Looking forward to at Dreamforce:
- 1st Dreamforce, super excited!
- Barack Obama’s speaking session
- Making new connections
Advice to a Salesforce Pardot user when they are looking for a partner: Be open to your consultant’s expertise and recommendations.

Logan

Lives in: Atlanta, GA
Likes: To tell stories
First encounter with Salesforce: In 2010 with Veem as a BDR
Favorite Pardot Feature: Dynamic content
Looking forward to at Dreamforce:
- Meeting the people we get to talk to on the phone everyday
- Seeing San Francisco
Advice to a Salesforce Pardot user when they are looking for a partner: Find someone you trust, someone that is honest with you and cares.

Casey

Lives in: Nashua, NH
Likes: Pardot, marketing automation, adventure, skydiving, and climbing mountains
First encounter with Salesforce: At a small company that was using Netsuite that switched over to Salesforce
Favorite Pardot Feature: Forms to capture leads
Looking forward to at Dreamforce:
- The connections, being in close proximity with other people who really care to be there.
- The expo, walking around and seeing the latest technology.
Advice to a Salesforce Pardot user when they are looking for a partner: Don’t settle for someone that is learning it with you, or all about the technology, but does not understand your business case. Find someone that also knows the strategic aspects.

Connect with Team Chesh!

Casey
- LinkedIn: https://www.linkedin.com/in/caseycheshire/
- Twitter: https://twitter.com/CaseyChesh
Jennifer
- LinkedIn: https://www.linkedin.com/in/jenniferlynnschneider/
- Twitter: https://twitter.com/JenTalkTech2Me
Logan
- LinkedIn: https://www.linkedin.com/in/loganchilds/
- Twitter: https://twitter.com/loganchilds23
David
- LinkedIn: https://www.linkedin.com/in/thedavidyoungblood/
Eri
- LinkedIn: https://www.linkedin.com/in/eri-morita-052b8413/

Jennifer’s & Casey’s Ask the Experts Bar Sessions

Jennifer
- Tuesday 11/19 1:30 - 3:00 pm l Ask the Experts Seat #4
- Wednesday 11/20 1:30 - 2:30 pm l Ask the Experts Seat #1
- Thursday 11/21 1:00 - 2:30 pm l Ask the Experts Seat #2
Casey
- Wednesday 11/20 12:30 - 1:30 pm l Ask the Experts Seat #1
- Thursday 11/21 12 - 2:30 pm l Ask the Experts Seat #3

Shout Outs:

20:01 - Eri 1st Time Dreamforcer
32:00 - From Jennifer: Please stop by and see her at the Ask the Experts Bar
32:18 - From Casey: Come stop by and meet us!
32:57 - From Logan: Come by the Off the Grid Sessions, Marketo & Hubspot
33:31 - From David: Meet with me and say hi!
33:56 - From Eri: Meet with me at the cafe!

#Social:

#pardotlifehackers
#TrailblazerTalk
#DF19
#TeamChesh

Salesforce Object Series | Episode 4 of 5 | Tasks & Activities for Marketing Admins - Pardot Life Hacks - #12 Nov 06, 2019

Show notes

Whether you’re a Pardot marketer learning Salesforce, or a Salesforce admin diving into Pardot, the *Salesforce Object Series will help you understand how the objects interact with the close Salesforce Pardot relationship.

The series continues as Jennifer Lynn Schneider breaks down Tasks & Activities. She shares how to take them to the next level and how to use them in your reporting to drive more closed won opportunities. Check it out!

*Episode 1 of 5 of the Salesforce Object Series:

The Lead Object for Marketing Admins - https://www.pardotlifehacks.com/e/salesforce-object-series-episode-1-of-5-the-lead-object-for-marketing-admins-pardot-life-hacks-08/

Takeaways

Your activities and history are visible on all core objects, they are an aggregate of all tasks, events, and calendars.
Jen’s favorite place to track tasks is list view. List views allow for in-line editing and to see only what matters to you, the user.
An admin’s customer is the end user.
Tasks can also be viewed in chatter to share information across teams.
Tasks should be triggered from Pardot on things that need action now. For example, a meeting request, or submission on your contact us form.
Pardot automation rules can be used to trigger a task based on certain criteria such as a lead grade or score.
Tasks are not necessary for every time someone downloads a piece of content, registers for a webinar, nor every time someone stops by your booth at a tradeshow.
At least 50-65% of databases are filled with contacts that have not been touched in over six months. To stay connected with these contacts, triggers can be set in Pardot based on last activity to enter the contacts into a nurture campaign.
When adding a task to an account record, be sure to manually add the related contact to that task, otherwise the task will only be related to the account.
Using activity reports with opportunities allows you to see what activities are happening at different stages of the opportunity and to see what actions are yielding closed won results.
“Activities connect the road to opportunity or no opportunity. Your activities, if well executed, will tell your customer’s journey, and uncover your biggest weaknesses while celebrating your best combined strategic efforts.” - Jennifer Lynn Schneider

#PardotLifeHacks

Be sure to add the Task component in the home page of Salesforce.com. - Your team can then manage tasks that are due today, overdue, and future tasks assigned to them, first thing as they log in.
If you want to increase adoption you need to give the end-users multiple ways to view their information. - Train the end-users on basic customizations.
Don’t create a task for every interaction. - Be strategic and use your sales leaders to help decide when a task should be created. Too many tasks will result in them eventually being ignored.
Use progressive profiling to qualify leads faster. - Everytime a prospect returns to a form, ask for different information to help further enrich their lead record and collect qualifying information for sales.
Don’t be afraid to customize your tasks. - Consider adding a task type drop down menu or using detailed subject lines to help you understand the activity history at a glance.
Run an activities with opportunities report. - Group by account and filter by custom fields that are prevalent to your organization or use opportunity stage to see what activities are happening in what stage like prospecting or negotiating.
Add a related lookup field to contact and lead record tasks to relate follow-up activities to the campaign the Pardot task was created from.

Useful Links:

Intro to Tasks Video: http://salesforce.vidyard.com/watch/XyjzCo8PpbCZz-2MV-laPQ
Activities: Tasks, Events, and Calendars: http://salesforce.vidyard.com/watch/XyjzCo8PpbCZz-2MV-laPQ
Guidelines for Using Tasks: https://help.salesforce.com/articleView?id=creating_tasks.htm&type=5
Set Up Tasks for Your Sales Reps: https://help.salesforce.com/articleView?id=customizeactivities_taskoptions.htm&type=5
Activities Reports: https://help.salesforce.com/articleView?id=activities_shared_understanding_reports.htm&type=5

Shout Out:

20:07 - Momoka Nakamura, Phoebe Heretz, and their team
- https://www.linkedin.com/in/momoka-nakamura-94baa742/
- https://www.linkedin.com/in/phoebe-heretz-713953a9/

#Social

#pardotlifehackers
#TrailblazerTalk
#accidentalmarketer
#accidentaladmin
#DF19

Kool-Aid Chat with Salesforce | The Marketing Admin Journey | Featuring Marc Baizman - Pardot Life Hacks - #11 Oct 22, 2019

Show notes

Salesforce Admins are now finding themselves working with Pardot, now that the two are married. To get the perspective of Salesforce objects, product trends, and product releases for all of our Pardot marketers and to give the background for how all of this works with Pardot, Jennifer Lynn Schneider brings in a veteran Salesforce admin.

A Salesforce.com MVP Alumni, a host of the Salesforce Admin Podcast #AwesomeAdmin, and the Senior Admin Evangelist at Salesforce, Marc Baizman, gives his take on the Salesforce Admin outside looking into Pardot, upcoming product updates, and his advice for those attending Dreamforce. If you are an #accidentaladmin or #accidentalmarketer, this one is for you.

Takeaways

A lead is the first contact point with your organization. They come from in-person events, or you get their business card, but the point is that they are new to you. It’s the start of a relationship that you may or may not convert to dating.
An account is a company your organization has a business relationship with. They could be a customer or a potential customer.
New admins tend to want to over customize. However, they need to ask themselves, what fields are actually being used? What is the business process? What is the point of taking the time to customize a field that your team does not use?
Establish a qualification process with your team of when to create an opportunity. What information does the sales team member need to have, to take that step?
Define within your organization what you care about as it pertains to understanding what activities lead up to the outcome of a deal. You should not have to log every single call, but when certain results happen from particular calls, perhaps you are logging those.
You HAVE to be using opportunity contact roles to get attribution for the marketing campaigns that contributed to that opportunity. Without that, you cannot see what marketing activities the people on that opportunity engaged with.
Jennifer’s top advice for Salesforce admins that now find themselves working with Pardot:
- Many of the new features, like Engagement History need to be provisioned in Production. These changes are simply aggregating data, like custom report types and new components being added to page layouts.
- Pardot marketers will need access to Salesforce, especially with lightning. The marketing team needs the CRM or Sales Cloud user permission set licenses.
- For new Salesforce admins coming into Pardot, start by owning the sync error queue.
- Pardot Engagement Studio allows you to segment and nurture leads that are not hot and ready.
Marc’s Trailblazer Community top tips:
- Find your local trailblazer community group, they meet offline.
- Find a Salesforce Saturday group near you. They could help you study for things like certification.
Marc’s advice for Dreamforce:
- Wear comfortable shoes, not a heavy backpack.
- Do not over schedule yourself, prioritize your time.
- Talk to other humans, you never know who you are going to meet. Put good conversation before running off to your next session, finish the conversation.
- Do not do work meetings the week of Dreamforce. If you try to multitask, you will do neither Dreamforce nor work well. It costs a lot of money to be there, so make the most of it and be present.
- Take care of yourself. Hydrate, eat, and bring medicine because we do not want you to get the Dream Flu

#PardotLifeHacks

Put your Business Analyst hat on. - It’s now more important than ever to ask questions. You all share data now and you may be the only bridge between marketing and sales processes.
Best practice is to realize that nothing lives in Pardot alone. - We only want to collect useful information. What is your sales team using? How can you enrich the leads in the database by collecting relevant data to fill in the fields.
Make sure that all your marketing users have the marketing user checkbox true on their user record inside of Salesforce.
A prospect can be a Salesforce lead or contact, Pardot does not differentiate. Your prospect list could be leads or contacts.
The act of assigning your prospect is the trigger that creates a net new lead inside of Salesforce.

Links to Find Marc Baizman

LinkedIn: https://www.linkedin.com/in/mbaizman/
Twitter: https://twitter.com/mbaizman
Salesforce Admins Podcast #AwesomeAdmin: https://admin.salesforce.com/salesforce-admin-podcast
Salesforce Admins Podcast episode Salesforce for Good: Billy Daly hosted by Marc Baizman: https://admin.salesforce.com/blog/2019/salesforce-for-good-billy-daly
Salesforce Admin: https://admin.salesforce.com/

Trailblazer Community and Trailhead Links:

Find your local community group! www.trailblazercommunitygroups.com
Tie Accounts to Campaigns - Trailblazer Community post about this: https://success.salesforce.com/0D53A00004aXkQt
Top 5 Trailhead Modules for admins
- Pardot Lightning App Basics: https://trailhead.salesforce.com/en/content/learn/modules/pardot-basics-lightning
- Pardot Salesforce Integration for Lightning App: https://trailhead.salesforce.com/content/learn/modules/pardot-salesforce-integration-for-lightning-app
- Pardot Process Automation for Pardot Lightning App: https://trailhead.salesforce.com/content/learn/modules/pardot-process-automation-lightning
- Summer '19 Release Highlights: https://trailhead.salesforce.com/content/learn/modules/summer-19-release-highlights
- Winter '20 Release Highlights: https://trailhead.salesforce.com/content/learn/modules/winter-20-release-highlights

Pardot | Engage | B2B Marketing Analytics Mix by Jennifer Lynn Schneider - Everything Pardot -Soup to Nuts: https://trailhead.salesforce.com/users/00550000007njXQAAY/trailmixes/pardot-engage-b-2-b-marketing-analytics-mix
Get Obsessed: The Salesforce Side of Pardot Functionality by Jennifer Lynn Schneider - To fully make the connection between SFDC and Pardot, get obsessed with these objects, campaigns, opportunities, reports and dashboards! https://trailhead.salesforce.com/users/00550000007njXQAAY/trailmixes/get-obsessed-the-salesforce-side-of-marketing-automation-pardot
Give Sales some Love too.. by Jennifer Lynn Schneider - In all of this don't forget your sales team! https://trailhead.salesforce.com/users/00550000007njXQAAY/trailmixes/give-sales-some-love-too
All things Pardot | Support | Training & Certification: https://www.pardot.com/success
CRM skills for Pardot Users by Ann Beattie - For Pardot Admins working in Pardot Lightning. Take a dive into Salesforce CRM Lightning & enhance your Pardot and Salesforce experience. https://trailhead.salesforce.com/users/abeattie/trailmixes/crm-skills-for-pardot-users

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