Marketing Cloud Account Engagement (Pardot) Quickstart
Get set up and running – fast.
The Marketing Cloud Account Engagement (Pardot) Quickstart package is for marketing automation pros. We’ll handle your MCAE (Pardot) implementation – ensuring your Salesforce & MCAE (Pardot) orgs are correctly connected, configured, and ready to go.
We’ll also walk you through the setup and then you’ll be on your way!
$4,000.00
Description
Includes:
- MCAE (Pardot) Quickstart Installation & Customized Configuration
- Technical Review
- We’ll walk you through what was installed and how to do basic admin functions like add new users or map new custom fields.
- MCAE (Pardot) Feature Overview
- We walk you through the different feature areas in the application so you know where to start building campaigns on your own.
Installation Details
The following is a list of tasks we complete for each Pardot Installation. The installation can be customized according to the needs of the client during the kickoff call. We follow the guidelines in the following resources to ensure the Salesforce and Pardot are implemented with best practices.
Salesforce Pardot Implementation Guide
Salesforce Pardot Connector Implementation Guide
B2B Marketing Analytics Implementation Guide
Salesforce Pardot User Sync Implementation Guide
Pardot Lightning App Implementation Guide
Connect Salesforce and Pardot
- Confirm B2BMA Integration User has verified data connection
- If connection cannot be made reinstall b2bma_canvas package
- Provide field level access to B2bma Integration User profile
- Map relevant custom lead fields to Pardot
- Map relevant custom contact fields to Pardot
- Map relevant custom account fields to Pardot
- Map relevant custom opportunity fields to Pardot
- Create Salesforce to Pardot campaign in Salesforce
- Configure prospect syncing behavior
- Map Pardot lead fields to contacts
Make Pardot Data and Actions Available on Salesforce Records
- Setup Salesforce custom domain
- Add Pardot fields and buttons to contact layouts
- Add Pardot fields and buttons to lead layouts
- Add visual force components to contact page layouts
- Add visual force components to lead page layouts
- Add engagement history to contact lighting pages
- Add engagement history to lead lightning pages
Enable Connected Campaigns Functionality
- Create Website Tracking Salesforce campaign and map to Pardot
- Configure connected campaigns
- Hide unconnected campaigns
- Turn on Salesforce managed campaigns
Sync Users Between Salesforce and Pardot
- Map Salesforce profiles to Pardot profiles
- Configure syncing behavior
Enable Pardot Lightning App
- Add profiles to B2BMA Canvas app
- Add Pardot and Sales Cloud User or CRM User permission sets to designated users
- Hide classic Pardot app
Domain and Website Setup
- Install javascript tracking code on website through a Pardot plugin, a design template, or tag manager
- Add sending and tracking domains to Pardot settings
- Add TXT records to DNS settings
- Point tracker domain CNAME to go.pardot.com
- Validate DNS changes
Initiate Prospect Sync
- Test prospect syncing behavior
- Unpause Salesforce connector sync
- Export relevant Salesforce leads and contacts
- Import leads and contacts into Pardot as prospects
Project Timeline
The Pardot Quickstart Package takes 1 to 2 weeks to complete. We’ll start with a kick-off call, carry out all tasks to complete the installation, and hold the Installation Review.
Kickoff Call – Week 1
In this meeting, we’ll lay the groundwork for a successful implementation. Our consultants will ask questions about your marketing and sales process to ensure we’re configuring Pardot to meet your needs. It’s also an excellent opportunity to ask Pardot or general Salesforce questions. Our side of the agenda includes:
- Project timeline & expectations
- Systems access (Salesforce, website, DNS)
- Your organization’s unique process
Installation Review – Week 2
In this meeting, we’ll walk through the changes that were made in your Salesforce org. and go over important admin processes you’ll want to know:
- How to give new Salesforce users access to Pardot
- How to map new custom fields to Pardot
Schedule a Free Consultation
or Send Us a Message
Use the button below to schedule a 30 min. consultation with us. We’ll discuss what you’re trying to accomplish with Salesforce or Pardot and if/how Rotive can help.