Pardot

Pardot (also known as Salesforce Account Engagement) is Salesforce’s marketing automation platform.
At Terra, Pardot is the main tool we use to handle marketing forms and email communications, while Salesforce remains in the background as the CRM.

This guide explains what Pardot is, how we use it at Terra, and how the platform fits into our projects.

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What is Pardot?

Pardot is a marketing automation platform by Salesforce designed to manage:

• prospect data
• form submissions
• email campaigns
• automated marketing flows

It is commonly used to:

• collect and store lead information
• sync prospect data with Salesforce
• trigger automated emails and journeys
• segment users based on form input or behavior

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Pardot in Terra

At Terra, Pardot is mainly used for two things:

• Email templates and email campaigns: To build, edit, and test email templates in Pardot.

• Forms and Form Handlers: To create, use and configure forms and forms handlers mapped to Salesforce fields.

Remember

• We do not manage Salesforce logic or automations directly.
• Our responsibility ends at sending clean, structured data to Pardot.
• Salesforce fields, automations, and workflows are created and maintained by the client’s team.