Adding the Add to Nurture action allows Salesforce® Engage users to add Leads and Contacts to Pardot lists.
These instructions are for a Salesforce Administrator.
- In Salesforce, navigate to Setup > Customize> Leads> Page Layouts.
- Click Edit next to the Page Layout you want to modify.
- Click Quick Actions.
- Click Add to Nurture List and drag it into the Quick Actions in the Salesforce Classic Publisher section.
- Click Save.
Note: Drag and drop Add to Nurture List into one of the first three spots in Quick Actions in the Salesforce Classic Publisher. This will prevent your users from having to click More in the page layouts. We recommend leaving the first action as Post, unless your organization doesn't use Chatter.