Marketing Cloud Pardot Integration

We started with an in-depth analysis of the business of the client so we could generate ideas and make suggestions on how the Salesforce platform could be used to solve their problems in a better way. The team set up Pardot form handlers to facilitate collecting new leads by using the client’s legacy website without modifying any of the existing web forms. This also allowed the implementation of double opt-in for obtaining marketing communication in compliance with GDPR’s best practices. Leveraging the Salesforce-Pardot connector, we helped with the planning and execution of successful email marketing campaigns through Pardot after importing legacy lead data into Salesforce. We configured a single sign-on and integrated Salesforce Inbox in combination with Salesforce Einstein. In addition, the team added DKIM and SPF Email authentication for outgoing email communication, to achieve the best deliverability with Pardot. Furthermore, we configured the client’s DocuSign settings - Salesforce user mapping and envelope templates with dynamic merge fields - to implement contract management. Salesforce triggers were then implemented to tightly integrate the business process with events originating from users signing their DocuSign submitted contracts. The team also designed the data model for KYC, AML and PEP check API requests, so that they work regardless of where they were initiated - the backend system or Salesforce. Last but not least, we helped with training SV's end customers to achieve smooth user adoption.