Configure Salesforce CMS
Posted: Sun Dec 22, 2024 5:30 am
Configure Salesforce CMS
The last step is to create a workspace in your Salesforce CMS so that images can be stored here and used in Pardot landing pages and email (if you’re not already). If this is your first time accessing the Salesforce CMS, you’ll find a wizard appears to guide you through its capabilities and you can also find help topics linked directly within the dashboard.
Ultimately, you just need to create a CMS Workspace that you’ll use to create, organise, and share content across channels. As Salesforce puts it:
‘Each CMS workspace consists of one or more channels cambodia phone number search that share content created by one or more contributors to the workspace.'
In this case, you need to create and select your channel. If you’re only using the CMS for Pardot, you may want to name the channel something like “Pardot” or “Content Builders”. Then assign contributors to a workspace in the channel. Consider creating public groups for your content builder users to quickly and easily manage access across Salesforce, Pardot and the CMS.
Get ready to test the new builder
With the above steps implemented you’ll be ready to try out the Landing Page Builder as soon as it becomes available in the Winter 22 release.
As with all things Pardot, have a plan for how you will use this new functionality and ensure the team is across new processes as a result of the change. Be sure to allow select marketing admins and users time to configure and test the new builder first, before rolling it out to all of your users.
While the above steps thoroughly cover what’s required to functionally implement the new Lightning Content Builder Experience, we recommend you follow Pardot best practices to get the most out of the new builder experience.
Review best practices
Remember, your campaign structure and the way you have set up your folders and campaigns can massively impact how well you can use Pardot for your marketing. This is especially true for Business Unit sharing, which relies heavily on your campaign naming conventions for users of multiple business units.
Prior to using the new builders, we recommend doing a thorough review of your campaign hierarchy, including a clean-out of your campaign data and ensuring that attribution is working properly. The MarCloud team can actually help you with this, if you prefer to have a Pardot specialist review your account.
As more Salesforce and Pardot features are released we should use these as opportunities to take stock of our current account state and move towards more innovative, sophisticated Pardot marketing efforts. New features such as the Landing Page Builder are great news but it’s how we leverage them that makes all the difference.
For support with getting prepared for the new Pardot Landing Page Builder, such as navigating those prerequisites, and configuring and testing the builder before rolling out to all users, don’t hesitate to get in touch.
The last step is to create a workspace in your Salesforce CMS so that images can be stored here and used in Pardot landing pages and email (if you’re not already). If this is your first time accessing the Salesforce CMS, you’ll find a wizard appears to guide you through its capabilities and you can also find help topics linked directly within the dashboard.
Ultimately, you just need to create a CMS Workspace that you’ll use to create, organise, and share content across channels. As Salesforce puts it:
‘Each CMS workspace consists of one or more channels cambodia phone number search that share content created by one or more contributors to the workspace.'
In this case, you need to create and select your channel. If you’re only using the CMS for Pardot, you may want to name the channel something like “Pardot” or “Content Builders”. Then assign contributors to a workspace in the channel. Consider creating public groups for your content builder users to quickly and easily manage access across Salesforce, Pardot and the CMS.
Get ready to test the new builder
With the above steps implemented you’ll be ready to try out the Landing Page Builder as soon as it becomes available in the Winter 22 release.
As with all things Pardot, have a plan for how you will use this new functionality and ensure the team is across new processes as a result of the change. Be sure to allow select marketing admins and users time to configure and test the new builder first, before rolling it out to all of your users.
While the above steps thoroughly cover what’s required to functionally implement the new Lightning Content Builder Experience, we recommend you follow Pardot best practices to get the most out of the new builder experience.
Review best practices
Remember, your campaign structure and the way you have set up your folders and campaigns can massively impact how well you can use Pardot for your marketing. This is especially true for Business Unit sharing, which relies heavily on your campaign naming conventions for users of multiple business units.
Prior to using the new builders, we recommend doing a thorough review of your campaign hierarchy, including a clean-out of your campaign data and ensuring that attribution is working properly. The MarCloud team can actually help you with this, if you prefer to have a Pardot specialist review your account.
As more Salesforce and Pardot features are released we should use these as opportunities to take stock of our current account state and move towards more innovative, sophisticated Pardot marketing efforts. New features such as the Landing Page Builder are great news but it’s how we leverage them that makes all the difference.
For support with getting prepared for the new Pardot Landing Page Builder, such as navigating those prerequisites, and configuring and testing the builder before rolling out to all users, don’t hesitate to get in touch.