Once both the Salesforce tasks and this task are complete, you can move on to the Marketing Cloud or Advertising Studio tasks.
Marketing Cloud tasks
There are three parts to the Marketing all phone number in cambodia Cloud configuration. First, you need to create a Data Import in Email Studio. This will transfer your Salesforce report data into Marketing Cloud.
Create a Data Import in Email Studio
In Email Studio, hover over Interactions and select ‘Import’.
Click ‘Create’ and name your data import, filling out the required fields.
For ‘File Location’, choose ‘Salesforce Objects & Reports’.
Hit ‘Report’ and then ‘Select’.
Check the box for your newly created Salesforce report and click ‘OK’.
In the ‘Customize DataExtension Generation’ section under ‘Included’, select all fields you want to sync from Salesforce. In the ‘Key’ column, choose one field you want to use as an identifier for prospects in your Advertising Audience, such as email.
Click ‘Save Config’ to go back to the New Import screen and then hit ‘Save’.
Next, you need to create an Automation in Automation Studio. This will automatically sync your Salesforce report with Marketing Cloud.
Create an Automation in Automation Studio
Head to Automation Studio and choose ‘New Automation’.
Click ‘Untitled Automation’ and enter a name, then hit ‘Done’.
Click and drag the ‘Schedule’ option into your workflow under ‘Starting Source’.
Hit ‘Configure’ to set the data sync frequency - daily is usually best.
Click ‘Done’.
Select ‘Import File’ and drag it into the workflow under ‘Step 1’.
Click ‘Choose’ and select the data import for your Salesforce report you created in Email Studio, then click ‘Done’.
Hit ‘Save’ and then test your automation by clicking ‘Run Once’.
Under ‘Schedule’ click ‘Active’ and then select ‘Activate’.
You’re almost done! The last task is to create an Audience in Advertising Studio, based on your Salesforce report Data Extension.
Create an Audience in Advertising Studio
Go to Advertising Studio and then Advertising Audiences.
Click ‘Create Audience’.
Enter a name for the audience and choose an ad network for the Destination.
Select an ad account.
Hit ‘Configure’ and on the configuration page select ‘Data Extension’.
Under ‘Synchronised Data Extensions’, select the DE you created for your Salesforce report.
Choose ‘Save’.
The setup is now complete and Pardot and Advertising Studio are connected! When new prospects enter Pardot and are added to your Salesforce campaign, the Advertising Audience will automatically update based on the sync frequency you set.
Hopefully, this guide has helped you successfully connect your Pardot and Ad Studio accounts but if you have questions or find yourself with errors, feel free to contact us about flexible support packages, including ongoing retainers or one-off projects.