
This course will cover the why behind the Pardot Lighting App.
We will then we’ll go over how to enable Pardot Lightning within your instance.
Once we enable the Pardot Lightning app we will go over the updated features and layout.
Once you are ready to roll Pardot Lightning to your users we will walk through how to communicate this upgrade to your current Pardot users.
Lastly, we’ll go over real-world use for setting up integrated campaigns, how to work best within the pardot lightning app and tips and tricks along the way.
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.
Pardot admins are responsible for initial setup of your Pardot business units. Choose your admins to begin the Pardot provisioning process. Admins must be existing Salesforce users with Salesforce user license types.
The Pardot Lightning App comes preloaded with default tabs and the default Pardot Dashboard that you have access to in Pardot Classic. While this makes for a seamless transition to the interface, don’t forget that the PLA is a true Salesforce Lightning App. This means that the same workspace customizations apply!
The Pardot Lightning app puts all your favorite marketing automation features in a slick new UI, built right on the Salesforce platform. Join me to learn about all the new features and enhancements your marketing team has access to. We'll review considerations for enabling Pardot Lightning, and best practices for how to customize and use the app to best fit your team's needs.
The complete guide to Pardot Lightning is video training with hands-on step by step instructions.
Benefits of transitioning to Pardot Lightning App
We will understand the why behind the Pardot Lightning App
Considerations we must understand and fix before enabling the Lighting App
Step-by-step enablement of the Pardot Lightning App
Reviewing and understanding the differences between Pardot Classic and Pardot Lightning
Setting up Pardot Connected Campaigns
And lastly rolling out to other users
If you are looking for basic Pardot user training I would first recommend taking my Course: Pardot Training: Get up and running with Salesforce Pardot.
If you are a current Pardot user, have already taken my other Pardot training course then I highly recommend taking this course. Salesforce just launched Pardot Lightning and although the adoption is slowly climbing we want to make sure you get ahead of the curb. Pardot will be releasing a lot of exciting updates that will be for the Pardot Lighting App. So don’t get left behind!