Pardot Knowledge Base

Salesforce® Engage

Salesforce® Engage Installation and Setup Guide

This series will walk you through installing and configuring Salesforce® Engage for your organization. To complete Salesforce® Engage setup, you'll need a Salesforce Administrator and a Pardot Administrator. B...

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Salesforce Engage Team Reports

Sales managers, marketers, and admins can report on team Engage email usage and impact. View aggregated stats on emails that were sent via Engage Campaigns or Engage for Gmail. Drill in and compare stats for in...

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Adding Add to Nurture Action to Page Layouts

Adding the Add to Nurture action allows Salesforce® Engage users to add Leads and Contacts to Pardot lists. Add to Nurture List will only show lists that are CRM-visible. These instructions are for a Sal...

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Assigning and Unassigning Salesforce® Engage Licenses

Using the Salesforce® Engage License Assignment tab lets you bulk assign and unassign licenses and permission sets to your users with Salesforce or Force.com licenses. Note that assigning Salesforce Engage Lic...

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Changing Engage Campaign Send Limit

Pardot admins can set the maximum number of emails that can be sent by a Salesforce® Engage user in a 24 hour period. Editing Engage Campaign Limit Hover over the gear icon () in the top right of any pa...

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Enabling the Engage Sales Tools Page

Salesforce® Engage includes a VisualForce page that a Salesforce Administrator can enable for users. The page name is EngageSalesTools. Find this page by navigating to Setup > Build > Develop > Pages i...

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Engage for Salesforce1

Engage for Salesforce1 is a real-time service that informs you about prospect activity you might be interested in. It matches prospects based on filter criteria and displays them in a card-based feed view. Some...

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Installing Engage Alerts Desktop

Engage Alerts Desktop lets Salesforce® Engage users get real-time lead and contact activity notifications right from their desktop. It works exactly like Engage Alerts in Salesforce, with the benefit of pop-up ...

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Installing Salesforce® Engage AppExchange Package

Before You Begin These instructions are for a Salesforce Administrator. If you are logged into Salesforce when you click the package link, it will attempt to install in the Org you are currently logged int...

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Linking Salesforce® Engage Users to Pardot Users

In order for users to access Salesforce® Engage features within Salesforce, they must be linked to a Pardot user. The following steps will walk you through linking your Salesforce users to your Pardot users. T...

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