Pardot Training Foundation

Marketing Cloud Account Engagemetn (Pardot) Implementation + Services

Feel confident starting your marketing automation journey.

With the Marketing Cloud Account Engagement (Pardot) Implementation + Services package, we ensure your MCAE (Pardot) implementation is correctly set up and train you on the most important and impactful MCAE capabilities.




  • MCAE (Pardot) Installation & Customized Configuration
  • Technical Review
    • We’ll show you 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.
  • One Month of Managed Services (16 hours)
    • RecommendedTopics
      • List Building and Segmentation
      • Emails and Engagement Programs
      • Landing Pages and Forms
      • Automation

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
  • 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 Foundation Implementation Package takes 3 to 4 weeks to complete. In the first two weeks, we’ll hold a kick-off call, carry out all tasks to complete the installation, and hold the Installation Review. The third and fourth weeks are reserved for training.

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

Training Sessions – Weeks 3 & 4

Training sessions can be customized but we recommend covering the following topics to ensure your team has the foundational knowledge they need to build effective Pardot campaigns. 

Session 1 – Campaign Management  & Segmentation

Session 2 – Emails and Engagement Studio 

Session 3 – Forms and Landing Pages

Session 4 – Automations

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. 

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