Lightning Strikes Salesforce Pardot

by Oct 23, 20180 comments

If you didn’t get a chance to see the Pardot Product Keynote at Dreamforce ’18, there were some pretty huge announcements about the latest product innovations. The Pardot team unveiled the launch of Pardot in Lightning, a single platform experience for marketing and sales.

An Intuitive Platform Experience

If you are using Sales Cloud in Lightning, Pardot will now be accessible as a Lightning App, complete with the functionality of Lightning navigation.  A single Salesforce login is all that’s required to log in to both apps, so there’s no longer a need to verify separate accounts or waste time switching back from platform to platform.

And now, B2B Marketing Analytics (offered in Pardot Plus and Advanced Editions) is more closely aligned with Pardot and Sales Cloud than ever before… all within a single interface.  

New and Improved Navigation

I’ve had the opportunity to beta-test Pardot Lightning for the past few months, and there are some massive improvements over pi.pardot.com. For starters, the navigation menu of Pardot has gotten a huge upgrade! In the past, my marketing team always needed reminders where to find creative collateral, and I found myself needing to click around to locate Automation Rules vs. Automation Settings for Scoring.  

Now, a redesigned intuitive navigation menu appears across the top of Salesforce in the Pardot Lighting app, with Campaigns, Automations, Content, Reports and more, and with sub menus on the left side.  

Integrated Engagement History

Pardot in Lightning also means integrated Engagement History within lead and contact records. Previously, Pardot data was brought into Sales Cloud via Visualforce iFrames which contained a ton of great Pardot data, but didn’t match the Lightning experience. Now, with Engagement History Lightning component, users can configure the sidebar of Salesforce lead and contact records to view Pardot tracked activity across your marketing assets. This allows all of your awesome Pardot activity information to be displayed seamlessly in Salesforce.

I’ve been using Pardot for quite a while now, and it’s been great to see these product innovations and feature developments. My firm, Elegran, transitioned to Salesforce Lightning to increase user adoption about a year ago, and it’s really exciting to see the incredibly powerful Pardot solution integrated into to the awesome user experience and design of Salesforce Lightning.

Interested in seeing these updates in action? Join us for the Pardot Product Runway: Winter ’19 Release Webinar  where I will share more about my experience from the Pardot in Lighting Beta program. See you there!

Pardot Winter '18 Release Webinar

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