Salesforce Engage Alerts

With single sign on, accessing Pardot through Salesforce can be very effective and reduces the need to skip from platform to platform.

Salesforce Engage Alerts provide real-time notifications about prospect activity through Salesforce1 and to your desktop. Create your own filters based on page views, file downloads, country and more.

The following filter example will return your assigned leads and contacts located in the UK or Ireland, who have either opened an email, filled out a form, or clicked in an email.

  • Leads & Contacts Criteria = Only my assigned leads and contacts
  • Activity Criteria = All Email Opens; Forms; Email Clicks
  • Geographic Criteria = UK; Ireland