Our latest release roundup series for the Spring ‘21 release breaks down some of the…
2. Salesforce Summer 20 Features – Service Cloud, Einstein for Service, Einstein Bots and Field Service Lightning
5. Salesforce Summer 20 Features – Pardot
Our final post in the Summer ’20 recap series is dedicated to Pardot!
New Features and Enhancements coming to Pardot Worth Getting Excited About
Before getting into the slew of exciting new functionality and enhancements coming to Pardot in the Summer ‘20 Release, it’s worth pointing out that if you haven’t yet made the leap from Pardot Classic to the Pardot Lightning App, it’s probably time to rip off the band-aid and get that set up as a lot of recent and future enhancements assume and are dependent on the use of Pardot Lightning. For those of us who have been avoiding it (ahem *guilty*), I promise it isn’t nearly as daunting as it sounds and can be done in a matter of minutes! For more info on how to upgrade from Pardot Classic to Pardot Lightning, check out the Pardot Lightning App Implementation Guide available here.
Alright, now onto the good stuff – continue reading to learn more about a few of the stand-out enhancements coming to Pardot in the Summer ‘20 Release!
Upgrade to Salesforce-Pardot Connector v2
For those veteran Pardot customers out there, one of the first things you’ll want to do is update your Salesforce connection to leverage the v2 Salesforce-Pardot connector. This upgrade will not only allow you to take advantage of improvements such as instant metadata sync, Business Unit Switcher, and allow you to use the Pardot integration user for your connection with Salesforce, but will ensure your compatibility with any future enhancements down the line.
For this upgrade, follow the prompts in the Connector area of Pardot. Not the most exciting new feature, but definitely worthy of the few minutes of time it will take to follow the guided prompts to get your Salesforce connection up-to-date.
Pardot API Improvements
For those using the Pardot API to integrate Pardot with other third-party tools and applications, the Summer ‘20 Release does include a few API-specific enhancements including changes to the API authentication protocol and, for those leveraging the Export API, added support for filtering of returned fields for all export data objects. Specific to the API authentication protocol change, you will now be able to authenticate Pardot API connections using Salesforce Connected Apps, eliminating the need to create and authenticate through a non-Salesforce synced, Pardot-only user (and allow you to set up and fully leverage Salesforce user sync).
Pardot Sandbox Functionality (finally!)
I put off talking about this one as long as I could…drumroll please…
Pardot power users and admins everywhere rejoice – Pardot Sandbox functionality is finally here (well… sort of!)
Easily the most anticipated feature of the Summer ‘20 Release, this enhancement brings us one step closer to being able to build and test within a sandbox environment without concern or risk of impacting your production Pardot and Salesforce environments.
While there are still some key limitations to this functionality that I will outline in more detail below, this new Pardot sandbox functionality is currently available in beta to Pardot Advanced customers with a full Salesforce sandbox, and will be made generally available to Pardot Advanced edition (or Pardot Premium customers with the v2 connector) in the Summer ‘20 release.
Now, on to those limitations…
- Pardot Sandboxes still won’t allow you to push changes into your production Pardot environment
I know what you’re thinking, ‘okay then, so what’s the point?’Although you won’t be able to create assets such as segmentation lists, email templates, engagement programs in your Pardot Sandbox and push them over to Pardot production (yet), Pardot Sandboxes can be used to test things like Lead/Contact record data flow and field-level sync behavior between Pardot and Salesforce, which is something that Salesforce Admins have been asking for for years!
- B2B Marketing Analytics and Salesforce Engage aren’t supported in Sandboxes
All-in-all, Pardot Sandboxes are a huge step in the right direction and bring us one step closer to appeasing Salesforce and Pardot Admins everywhere who, up to this point, have been collectively astonished at this crucial limitation.
Add to Pardot Lists and Engagement Studio Programs buttons
A small, but mighty enhancement, sales reps working within Salesforce will now be able to easily add Leads and/or Contacts to Pardot Lists and Engagement Programs from record pages and list views, thus eliminating the need for Sales to bombard Marketing with emails asking to add so-and-so to this nurture program (not that this ever happens…)
To get this set up, Salesforce Admins will just need to add the new ‘Add to Pardot Lists’ and ‘Add to Engagement Studio Lists’ buttons to Lead/Contact page layouts and/or list views/search layouts.
*Note that this enhancement applies to all Pardot editions with Salesforce Professional, Enterprise, and Unlimited Editions.
Manage Pardot Users in Salesforce
While Salesforce User Sync has been available for 3 years now to help keep Pardot users in sync with Salesforce users, this enhancement takes user alignment even further by allowing Admins to manage a single user record in Salesforce and ‘assign’ that user to Pardot.
It’s important to note that while this enhancement will be available for all Pardot editions, how this gets setup depends on whether or not you have Salesforce User Sync enabled in your Pardot org prior to the Summer ‘20 Release. Read more about the specifics here.
Engagement Data on Opportunities
You get a dashboard, you get a dashboard, you get a dashboard!
Adding to Pardot’s ever-growing arsenal of embeddable dashboards and presenting actionable insight from Pardot within Salesforce, comes the ability to add the Pardot Engagement History Dashboard Component to Opportunity records!
With this Lightning component added as a tab on Opportunity record pages, users will be able to see activity counts, details about the activities’ associated campaigns, and a list of recent activity by related contacts all without ever having to navigate away from the Opportunity they are working.
*Note this change applies to Salesforce Professional, Enterprise, Performance, and Unlimited editions with Pardot Growth, Plus, Advanced, or Premier edition. More information (and screenshots) available to preview here.
And with that, we conclude this round up of our favorite, stand-out forthcoming enhancements coming to Pardot in the Summer ‘20 Release. Keep in mind this list is just a taste of what’s to come in Pardot’s Summer ‘20 Release, there are several more improvements and enhancements related to B2B Marketing Analytics and reporting that you can read about in the Pardot Summer ‘20 Release Preview available here.