April saw Pardot release some exciting new features! These features range from making Pardot more secure to helping you create on brand email templates. We have explored the features and how they can benefit you and your automation strategy. Below is what we have found:
Secure your Pardot credentials
This is one for all you Pardot admins out there. Admins can now require users to set up two-factor authentication. It comes with an on-screen guide that help users through the process.
This feature helps keep your Pardot safe and secure similar to your Salesforce account.
Switch Between Pardot Business Units
This release is great for users managing multiple business units as users can now exist in more than one business unit, and they can switch between accounts with ease from the Pardot Lightning app.
You can find out how to do this here.
Default Templates for Salesforce Engage
You can now set a branded template as the default in Salesforce Engage, which will make sure that all emails sent out are on brand and professional-looking.
This template will automatically load in the editor when an Engage user creates an email in Salesforce, and you can find out how to enable this setting here.
Sync Behavior for Opted-In Prospects Is Changing
The sync behavior for the Salesforce-Pardot connector’s ‘Overwrite Prospect Opted Out’ field setting has changed.
When ‘Do Not Email’ is selected in Pardot after an opted-in prospect is first synced with Salesforce, the field remains selected for future syncs. Previously, the field was deselected to match the opt-in status.