Works with Account Engagement
Registrants as prospects in Salesforce Marketing Cloud Account Engagement (Pardot).
Everyone you send to Salesforce can also become a prospect in Account Engagement, the product formerly called Pardot. It uses the same Salesforce sign-in, plus your Business Unit ID: each person is matched by email, created or updated with their name and company, and added to a list if you give one. It's turned on on request, since the Salesforce sign-in has to ask for Account Engagement access.
Try it: write your event in a sentence
What you get
What it does
Prospects, matched by email
Each person sent to Salesforce is created or updated in Account Engagement by email, with their first name, last name and company.
On a list
Give a list's ID and each prospect is added to it, ready for an Engagement Studio program or an email.
One sign-in
No second set of keys: it runs on your Salesforce connection, with your Business Unit ID set under Settings → Connections → CRM.
Never in the way
It's an add-on to the Salesforce send. If Account Engagement refuses something, the send says so in a note, and the Salesforce part still goes.
What goes to Account Engagement
| In Account Engagement | What it holds |
|---|---|
| The registrant's email, used to match an existing prospect. | |
| First name, last name | From the registration, when given. |
| Company | The research's company name, or their work domain. |
| List membership | The list you named, if any. Already on it is fine. |
How it works
- 1
Ask us to turn it on
Account Engagement needs the pardot_api permission on the Salesforce sign-in, which is off until we turn it on. Ask us through Help.
- 2
Connect Salesforce again
Settings → Connections → Salesforce, allowing Account Engagement access this time. Your Salesforce user needs Account Engagement access too.
- 3
Add your Business Unit ID
Settings → Connections → CRM. It starts with 0Uv and is 18 characters; in Salesforce Setup, search for Business Unit Setup.
- 4
Send to Salesforce
From the event's Registrants tab, or automatically. Prospects go after the Salesforce part.
Good to know
- On request
- Until it's turned on for your account and you've connected Salesforce again, the Business Unit ID has nothing to work with.
- Name, email and company only
- No event, attendance or activity fields on the prospect. For attendance, use the Salesforce Campaign.
- Goes with Salesforce
- There's no Account Engagement send on its own: it rides along with each Salesforce send.
Questions
Is this Pardot?
Yes. Salesforce renamed Pardot to Marketing Cloud Account Engagement. The API and the Business Unit ID are the same ones.
Where do I find my Business Unit ID?
In Salesforce Setup, search for Business Unit Setup. If you can't see it, your Salesforce admin can give it to you. It starts with 0Uv.
Do I need Salesforce connected?
Yes. Account Engagement runs on the Salesforce sign-in, so connect Salesforce first.