From 8755e0d21218e574d3967cf59be68d9eafbf022d Mon Sep 17 00:00:00 2001 From: Saif Malik <63545175+saif-mal1k@users.noreply.github.com> Date: Tue, 2 Jan 2024 16:15:19 +0530 Subject: [PATCH] added more resources --- Account Engagement/README.md | 148 ++++++++++++++++++++++++++++++++++- 1 file changed, 147 insertions(+), 1 deletion(-) diff --git a/Account Engagement/README.md b/Account Engagement/README.md index 83194e6..2a9f87f 100644 --- a/Account Engagement/README.md +++ b/Account Engagement/README.md @@ -1,4 +1,6 @@ -Course Introduction +## Learning + +Introduction - Review Course Objectives - Set Learner Expectations - Review Housekeeping Items @@ -60,3 +62,147 @@ Lead Nurturing - Create Engagement Program Reports +--- + + +## Responsiblities (you should be able to): +- Enable Account Engagement +- Explain the relationship created between Account Engagement and Salesforce once Account Engagement has been enabled. +- Generate leads with Account Engagement’s various lead generation tools including Forms, Landing Pages, and Custom Redirects. +- Manage leads with Account Engagement’s lead management tools including Page Actions, Automation Rules, Segmentation Rules, Dynamic Lists, and Completion Actions. +- Engage leads with Account Engagement’s lead engagement tools including Email, Personalization, Dynamic Content, and Engagement Studio. +- Qualify leads with Account Engagement’s scoring and grading functionality. +- Interpret data generated via Account Engagement’s reporting capabilities. +- Design and execute successful end-to-end marketing workflows using Account Engagement. + + + +--- + + +## Implementation (Pardot Installation) + +### Connect Salesforce and Pardot +- Confirm B2BMA Integration User has verified data connection +- If connection cannot be made reinstall b2bma_canvas package +- Provide field level access to B2bma Integration User profile +- Map relevant custom lead fields to Pardot +- Map relevant custom contact fields to Pardot +- Map relevant custom account fields to Pardot +- Map relevant custom opportunity fields to Pardot +- Create Salesforce to Pardot campaign in Salesforce +- Configure prospect syncing behavior +- Map Pardot lead fields to contacts + +## Make Pardot Data and Actions Available on Salesforce Records +- Setup Salesforce custom domain +- Add Pardot fields and buttons to contact layouts +- Add Pardot fields and buttons to lead layouts +- Add visual force components to contact page layouts +- Add visual force components to lead page layouts +- Add engagement history to contact lighting pages +- Add engagement history to lead lightning pages + +## Enable Connected Campaigns Functionality +- Create Website Tracking Salesforce campaign and map to Pardot +- Configure connected campaigns +- Hide unconnected campaigns +- Turn on Salesforce managed campaigns + +## Sync Users Between Salesforce and Pardot +- Map Salesforce profiles to Pardot profiles +- Configure syncing behavior + +## Enable Pardot Lightning App +- Add profiles to B2BMA Canvas app +- Add Pardot and Sales Cloud User or CRM User permission sets to designated users +- Hide classic Pardot app + +## Domain and Website Setup +- Install javascript tracking code on website through a Pardot plugin, a design template, or tag manager +- Add sending and tracking domains to Pardot settings +- Add TXT records to DNS settings +- Point tracker domain CNAME to go.pardot.com +- Validate DNS changes + +## Initiate Prospect Sync +- Test prospect syncing behavior +- Unpause Salesforce connector sync +- Export relevant Salesforce leads and contacts +- Import leads and contacts into Pardot as prospects + + + +--- + +## Resources: +- Salesforce Account Engagement(fka Pardot) Implementation Guide: https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/pardot_implementation_guide.pdf + +- TRAILMIX: https://trailhead.salesforce.com/users/strailhead/trailmixes/prepare-for-your-account-engagement-specialist-credential + +- B2BMA Implementation: ⁠https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/pardot_b2bma_implementation_guide.pdf + +- USER SYNC: ⁠https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/pardot_user_sync_implementation_guide.pdf + +- Lightning App implementation: ⁠https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/pardot_lightning_app_implementation_guide.pdf + +- Lead Scoring and Grading: https://trailhead.salesforce.com/en/content/learn/modules/pardot-lead-scoring-and-grading-lightning + +- Basics: https://trailhead.salesforce.com/en/content/learn/modules/pardot-basics-lightning + +- Business Unit Setup: https://trailhead.salesforce.com/en/content/learn/modules/pardot-business-units + +- Pardot Integration: https://trailhead.salesforce.com/en/content/learn/modules/pardot-salesforce-integration-for-lightning-app + +- Pardot Sandbox: https://trailhead.salesforce.com/en/content/learn/modules/pardot-sandboxes-quick-look + +- marketing Content Strategy: https://trailhead.salesforce.com/en/content/learn/trails/plan-marketing-content-and-strategy-with-marketing-cloud-account-engagement + +- Lead Nurturing: https://trailhead.salesforce.com/en/content/learn/modules/pardot-lead-nurturing-lightning + + +- Pre-recorded video for forms and form handlers: https://salesforce.vidyard.com/watch/QtpoU5BtxRmt4BTfaJoD5J? + +- Pre-recorded video for landing pages: https://salesforce.vidyard.com/watch/YWdkyFu9Hg75biMUoFSSvE? + +- Presentation PDF deck for landing pages: https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000000xQSE/1E12HDLEBKo9pxomYBqN.W05WPXJF777qc032XxiAEQ + +- Presentation PDF deck for forms and form handlers: https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000000xQRR/ndE4GrYE.Idl5ukOFIho7rxy_C8x5o9GPeWI8YE5LzM + +- Generate Leads with Account Engagement Landing Pages and Forms: https://help.salesforce.com/s/articleView?id=sf.pardot_leadgen_parent.htm&type=5 + +- Capture Leads with Forms and Form Handlers: https://help.salesforce.com/s/articleView?id=sf.pardot_forms.htm&type=5 + +- Create a Form: https://help.salesforce.com/s/articleView?id=sf.pardot_create_form.htm&type=5 + +- Add a Form to Your Website: https://help.salesforce.com/s/articleView?id=sf.pardot_forms_deploying_forms.htm&type=5 + +- Customizing Forms: https://help.salesforce.com/s/articleView?id=sf.pardot_forms_customizing.htm&type=5 + +- Testing Forms: https://help.salesforce.com/s/articleView?id=sf.pardot_forms_testing.htm&type=5 + +- Form Handlers: https://help.salesforce.com/s/articleView?id=sf.pardot_form_handlers.htm&type=5 + +- Create a Form Handler: https://help.salesforce.com/s/articleView?id=sf.pardot_create_form_handler.htm&type=5 + +- Create an Enhanced Landing Page: https://help.salesforce.com/s/articleView?id=sf.pardot_lps_create.htm&type=5- + +- Enhanced Landing Page Experience: https://help.salesforce.com/s/articleView?id=sf.pardot_lps_parent.htm&type=5 + +- Email Sending Domain Setup: https://salesforce.vidyard.com/watch/kwQ2UjbXxB9j9NQrHXhvCJ + +- Tracker domain setup: https://www.youtube.com/watch?v=1LEwd6KrB3c&list=PL2EczON8_UBgQGAidvZjo6cdqffp7q0kg&index=49 + +- Ensure Enable Connected Campaigns: https://salesforce.vidyard.com/watch/XHoqR8gHNPDhuV6mDwTxrG + +- Enable Lightning Email templates: https://help.salesforce.com/s/articleView?id=000393621&type=1 + +- Add Pardot fields and information on leads and Contact pages: https://www.youtube.com/watch?v=F2czxIP-OEc + +- Enable Engagement History Dashboards: https://help.salesforce.com/s/articleView?id=sf.pardot_engagement_history_dashboard_enable.htm&type=5 + +- Add Pardot-related information to the Salesforce Campaigns page layout: https://www.linkedin.com/pulse/how-set-up-pardot-engagement-history-salesforce-louis-chinnam/ + + + +