In this video, I walk you through the process of setting up Salesforce Account Engagement (formerly Pardot) from scratch, providing step-by-step guidance on how to get started with your Trailhead Playground, install necessary packages, and configure key settings like user roles, Lightning Engagement, and campaign syncing. I also cover best practices for enabling user sync, managing connector settings, and controlling access for different user profiles.
Whether you're preparing for the Account Engagement Specialist or Consultant exams, or just looking to optimize your Salesforce setup, this tutorial will help you navigate the essential tasks with ease.
Link: trailhead.sale...
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Негізгі бет Salesforce Connector in Account Engagement Overview
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