INSTALLATION
Implementation Guide
Get step-by-step instructions on installing Engage.
Help & Training
Learn what to do prior to implementation and how to install the AppExchange package.
- Installing Salesforce Engage AppExchange Package
- Installing Salesforce Engage Team Reports AppExchange Package
Webinars
Join a live webinar or watch the recorded version delivered by the Pardot Training & Certification team.
CREATE USERS
Implementation Guide
Get step-by-step instruction on creating users.
Help & Training
Learn how to create and assign users.
- Linking Salesforce Engage Users to Pardot Users
- Assigning and Unassigning Salesforce Engage Licenses
Webinars
Join a live webinar or watch the recorded version to learn from the Training & Certification team.
CONFIGURATION
Implementation Guide
Get step-by-step instructions on configuration.
Help & Training
Learn how to configure Engage buttons and layouts.
- Adding Send Engage Email Buttons
- Adding Add to Nurture Action to Page Layouts
- Enabling the Engage Sales Tools Page
- Setting up Engage for Salesforce Mobile App
- Changing Engage Campaign Send Limit
- Enable Send on Behalf of Permissions
- Set Up Team Reports
- Designate point of contact for Salesforce Engage updates
For additional training, contact our Partners.
For additional help, check out the Pardot Customer Hub.
Webinars
Join a live webinar or watch the recorded version to learn from the Training & Certification team.
Accelerators*
The Salesforce Engage QuickStart Accelerator offers a guided overview of administering Salesforce Engage, including configuring page layouts, assigning user licenses, and creating Engage assets.
Trailhead
Learn how Salesforce Engage can help align your sales and marketing teams.
Use Cases
Learn more on common uses cases and see examples.
Live Webinars
Join to learn from the Customer Success Group and have the opportunity to ask strategy and best practice questions.
Blog
Get tips from the experts.
*Offered to Premier customers only – learn more about Success Plans