So, for the sales team to ensure their records are immediately entered into lists that are actively used for Engagement Studio programs, selecting the ‘Add to Engagement Studio lists’ button is one step better than simply ‘Add to Pardot lists’.
This button will allow users to search and select only lists that are actively used within Engagement Studio.
It’s really as simple as that!
Have questions about managing data between Salesforce and Pardot? As certified specialists, chances are we can help - and quickly. Get in touch for a chat about our support packages for both Pardot and Salesforce.
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Anton Minnion
A data scientist and engineer, Anton has extensive experience in successfully delivering martech and salestech solutions for a variety of clients, both big and small, and across 25 countries. With a scary amount of knowledge in the development space, his focus at MarCloud is on innovating technical solutions for clients but also creating brand new apps and products for Salesforce platforms, to solve common business challenges.
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