The sun is shining, and you know what means, new notes for the Salesforce summer release! Let’s take some time to acknowledge these fantastic new upgrades and additions in Pardot. We have handpicked our top 10 favorite features that add to the smart and powerful smart marketing tool that is Salesforce Pardot in Salesforce Pardot Summer ’20 Features release.
Here are some of the coolest Salesforce Pardot Summer ’20 Features
Add Engagement Studio Programs, and Prospect Lists right from the Records.
Now, the ‘Add to Engagement Studio” and “Add to Pardot” Lists are available as standard buttons that can add records and view pages as lists in Salesforce. These buttons allow your reps to add the prospects to your Pardot lists directly from the CRM. Adding opportunities to the Engagement Studio lists also adds them to other related engagement programs, if applicable.
View Advanced Email Analytics for Email Reports on Time
Email Data for Emails that are older than 14 months is no longer recorded to be utilized in advanced email metrics on the Interaction and Email Clients tab for the List Email report. You can view all the email engagement metrics regardless of their sending date. The change is due to Pardot’s advanced email integration.
This Applies to Pardot Growth with Advanced Email Analytics enabled.
Plan and test configuration change before you can implement them on your Pardot account with a new Developer Sandbox. The new sandbox is a Pardot Business Unit and is provided from a Salesforce Full Sandbox.
Enable Person Account Syncing Without Contacting Support
Earlier, to sync prospects with Salesforce person accounts, you would need to contact Support to enable the functionality. Now, with Person Account Syncing, a Pardot admin can turn on the functionality without contacting Salesforce Support.
How: Person Account Syncing can be enabled from your own Salesforce-Pardot connectors setting page.
Create a New Pardot Accounts with Handlebars that Merge Language By Default
Simplify workflows for marketing users by enabling the Handlebars Merge Language (HML) for new Pardot accounts. This brings the latest language merge to users and helps to provide easy integration with Sales Cloud. Now the admins can manually upgrade their Pardot accounts to HML.
Manage Pardot Users with Salesforce
Now you can assign users to Pardot and manage them with Salesforce Pardot Summer ’20 Features. Salesforce has added enhancements to Salesforce User Sync that makes it easier than ever to manage your users.
How you can now take advantage of this change depends on when your business or account unit was created, and if the Salesforce User Sync is already in action or not.
In accounts that were enabled with Salesforce User Sync before the Summer ’20 release: First, assign users from Salesforce Setup, and then transfer the user management control to Salesforce from Salesforce User Sync settings in Pardot.
In accounts that were created before the Summer ’20 release that don’t have Salesforce User Sync enabled: First assign users from Salesforce Setup, then enable Salesforce User Sync in Pardot.
In accounts and business units created after the Summer ’20 release: Assign users from Salesforce Setup.
Upgrade to the latest version of Salesforce-Pardot Connector
Upgradation to the latest Salesforce-Pardot connector version allows you to take advantage of many new improvements like the Pardot integration user, Business Unit Switcher, and instant metadata sync.
To upgrade, navigate to the Connectors page of Pardot.
From there, click on “Get Started.”
Then, Follow the on-screen instructions to complete the upgrade.
Pardot added a brand new feature of first-party tracking to keep you from losing prospects in activity data and giving users flexibility within campaign attribution while blocking the traffic that doesn’t originate in your domains. It protects consumers’ privacy. The web browsers are now moving away from cookies that support Third-Parties in the next few years. The marketing industry is using third-party cookies to enable tracking prospect engagement across your marketing domains and assets. To stay on the leading edge of visitor tracking, Opt into this new beta feature.
Enable your first-party cookie tracking right from the Pardot Settings; then you can update your tracker domains in the Domain Management.
Follow the Path of an Easy B2B Marketing Analytics Setup
Your newly updated Salesforce Pardot Summer ’20 Features brings two easy-to-use and display work platform dashboards together in a single space. This Campaign Engagement dashboard shows Prospect’s engagement data from Pardot and Campaign Performance. It shows relevant campaign data of Marketing and Sales users, which can be explored by these dashboards. Also, you can create an Einstein Discovery Story that predicts a method that can optimize plans for maximum engagement.
This new app offers a side-by-side dashboard for an aggregate view and provides handy details that can be expected from thisB2B Marketing Analytics products.
AI-Enhanced Data Attribution of Campaign Records
With Salesforce Pardot Summer ’20 Features model customization by Einstein Learning can now be used to identify the most effective campaigns in your customer journeys accurately. The new Einstein Attribution leaves behind rules-based models and uses AI to develop a better data-driven model that attributes the revenue share based on actual engagement, customers, and successes.
The Einstein Attribution Setup Assistant now can be to reveal insights over opportunities and campaign pages and make sure that Campaign Influence lists are in place. After that, the Data-Driven Model is set as a default Campaign Influence model to share the news with your marketing and sales teams.
For further exploration, open the Data-Driven Model in the B2B Marketing Analytics Multi-Touch Attribution dashboard.
Marketing, you can create an app and choose the marketing campaign intelligence app template.
If it’s your first analytics app, enable analytics and data sync first. Verify and assign permissions, and head over to analytics studio to create your first app.
And that wraps it up for this sunny day. You just read our top 10 favorite Salesforce Pardot Summer ’20 Features upgrades. Stay tuned for more Salesforce news and updates.
To learn more about leveraging the latest Salesforce Pardot Summer ’20 Features, talk to our team now!