Blogs and resources to help with user configuration: • Salesforce User Sync & Identity License Mapping: What to Expect • How to Setup New Pardot Users: Identity Licenses, Pardot SSO, • Why You Need a Lead Management Plan for Pardot User Sync & Business Units • Understanding Pardot Notifications for User Email Preferences Reliable database The quality of your database is extremely important. With a sub-standard database, any stats and insights used for reporting could be inaccurate. For example, duplicate prospects could be inflating figures, or missing data in Pardot or Salesforce could mean you’re under- reporting on ROI. In Pardot, built-in analytics tools like the Velocity Chart and the Lifecycle Funnel Report are automatically updated to show Salesforce Opportunities and ROI. It’s just a matter of the data being accurately updated. Want to know your database is complete, reliable, and accurate? Follow data import best practices and sense-check with this task list: • There is a documented, up-to-date plan for the key data • Pardot data is enabled to show in Salesforce. fields that should exist. • Lists are used to segment and surface key data within Pardot • Unqualified prospects are always imported to Pardot first. i.e. top prospects. • Import spreadsheets are checked for validity i.e. one email • Marketing Data Sharing (MDS) is enabled for Business Units. address, missing fields. • Data quality is assessed using apps like Data Quality • Import column headers are mapped correctly with Salesforce Analysis Dashboards. field names. • Automated lead distribution sends qualified leads into Salesforce. 8 marcloudconsulting.com