A sound implementation With a less than ideal implementation, you can’t be sure that data is syncing correctly between Pardot and Sales Cloud, or that key information is included in prospect profiles, or that analytics dashboards are displaying the correct information. Technical setup & integration Integration and the way you handle the technical aspects of your account during implementation can be the difference between a smooth sailing Pardot experience or headache-inducing troubleshooting for months to come. There are certain best practices to follow and checkboxes to tick. Even if you have a mature Pardot account, now’s the time to go back and double-check each of the following: • The Pardot Connector is syncing as expected and without errors. • Custom fields in Pardot are correctly mapped to Salesforce. • Custom buttons exist for ‘Send to Pardot’ and ‘Send Pardot email’ in Salesforce. • Pardot Business Units exist (if suitable for your business structure). • Marketing Data Sharing (MDS) is set up correctly for Business Units. Send to Pardot • Campaign Member Sync is enabled and all fields are syncing as expected. • Pardot tracking code exists on every page of the website. 6 marcloudconsulting.com