How To Bring Pardot Capabilities Into Salesforce Flow

Skill Level

Advanced

Learning Track

Developer

API & IntegrationPardotSales Cloud

The Marketing Cloud Account Engagement V5 API allows external systems to work with Pardot data. But, what if that “external system” is actually our Salesforce Sales Cloud instance?

We have the Salesforce Connector to get things done between Pardot and Sales Cloud. And, thanks to the V5 API, we can extend that functionality by treating Sales Cloud as an external system.

This session will walk you through Flow Actions for Pardot, which is an app you can install in your org to get started with Salesforce flows for Pardot activities. You’ll leave with an understanding of how to install the app and use it to bring a range of Account Engagement (Pardot) capabilities into Salesforce Flow designer.

About the Author

Mike

Creuzer

Sercante

Mike is one of the Pardot Marketing experts at Sercante (theSpotForPardot.com), focusing on the ‘hard’ bits of Pardot and Salesforce. He bends Pardot to his will and integrates it with other tools. He connects the massive marcom stack together in useful ways. His hammer is being a LAMP (Linux Apache MySQL PHP) stack developer yet speak the lingo and operate with Sales and Marketing teams.

Adam

Erstelle

Sercante

Adam was born in Winnipeg, Canada, and he moved to Georgia in 2013 looking for warmer weather and new career opportunities. Luckily, his wife and 8-month-old (at the time) daughter Zoey decided he was worth following. Since then, they decided having a second kid was a good idea, and now Kurt is making them pay.

He has 20 years of software and development team leadership experience and a knack for diving into new technologies and learning them quickly. At Sercante, he is the driving force behind all product development initiatives and works with Pardot, Sales Cloud, and Heroku, among other platforms.

He enjoys playing video & board games and pretty much anything tech.

Jacob

Catalano

Sercante

With ten years of experience managing Salesforce and marketing automation platforms across several industries from healthcare to financial services, Jacob has moved out of managing a marketing team to help others grow.

Now, he enjoys taking his knowledge to help client marketing teams improve and enhance their digital marketing campaigns. Jacob’s mission is to provide tailored insight that will improve campaigns and make the process of creating, executing, and reporting on campaigns easier. His motivation is the feeling of validation when client marketing teams can prove to their executives and board that marketing is making a difference in revenue and brand recognition.

When Jacob is not working, you’ll find him on a stage performing in local and regional theater productions or cheering on his favorite sports teams.