Demystifying The Salesforce And Pardot Connector

Skill Level

Intermediate

Learning Track

Analyst
API & IntegrationPardot

Do you find data flow between Marketing Cloud Account Engagement (Pardot) and Salesforce to be a difficult topic in your organization? Are you plagued by thousands of sync errors? What do all the checkboxes and settings on the connector page do?

In this session, we will cover the basics of the Salesforce connector in a friendly and easy-to-understand way.

Topics we will touch include:

  • Pardot V1/V2 connector
  • Marketing Data Sharing Rules
  • User Sync
  • The multiple checkboxes found in the settings panel and field management

Additionally, we will cover some quick-win scenarios for you to run through to get your org running more efficiently. And, time permitting, we will have an open Q&A for the audience to share in on the fun! This session is perfect for both Pardot veterans and newcomers who want to have a deep understanding of the connector to act

Marcos
Duran
Sercante

Marcos is a marketing automation strategist with a diverse background in design, marketing, and automation software. He loves to craft complex solutions and manage campaigns with Pardot (and other marketing automation/campaign management tools) for his B2B/B2C/NGO customers. He is also the co-Leader for the Austin Pardot User Group, Salesforce event aficionado, and a knowledge sharer of marketing operations and Pardot on LinkedIn.

Erin Duncan
Erin
Duncan
Sercante

Erin is based in Atlanta where she lives with her partner, Derek, and three dogs Ruby, Gustard, and Ginger. Erin has a background in Marketing but has been in the SalesForce and Pardot world since 2010. She worked as a SFDC and Pardot admin on the client side for 9 years and switched to consulting in July 2019. Outside of work, Erin typically spends her time painting, volunteering with LifeLine Animal Project and Best Friends Animal Society, and injuring herself at the gym.

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