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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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 Salesfo...

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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. These instructions are for a Salesforce Administrator. If you're having trouble...

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Changing Engage Campaign Send Limit

The maximum number of emails that can be sent by a Salesforce® Engage user in a 24 hour period is set by a Pardot Administrator. To Edit Engage Campaign Limit These instructions can only be performed by a Par...

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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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Salesforce® Engage Filter Criteria Reference

Filters allow you to define your own criteria to get a targeted list of prospects for real time. These criteria are prospect attributes that you might be interested in like what kinds of marketing materials the...

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