Users new to Salesforce Account Engagement will learn how to build a form in Account Engagement (Pardot), how to customize the form and connect the forms data to Salesforce.

(Video Length 7:30)

Topics Discussed in How to Build Form in Account Engagement (Pardot)

In this video training, we explain how to build a form in Salesforce Account Engagement. New users will learn the basics to successfully use forms on their website and in automation campaigns.

What You Will Learn:

1. Initial organization/association for forms
2. How to select, add, and edit fields
3. Drop downs and required fields
4. Recaptcha
5. Branding and styles
6. Multiple form completion actions
7. Tags – to ensure you capture data to measure results

About The Presenter

Neely Morrison

Managed Services Operations and Customer Success Manager – Gabriel Sales

Gabriel Sales has launched over 100 successful Salesforce and Account Engagement implementations, and Neely Morrison joined Gabriel Sales in early 2020 as a Marketing Automation Specialist. Neely quickly became Salesforce Certified and a MCAE Specialist executing the day-to-day tasks of managing B2B marketing automation activities of multiple B2B clients.  Neely now oversees several managed services teams, managing the day-to-day marketing automation execution for multiple B2B marketing organizations.

Neely and her support team hold multiple Salesforce Certifications including: Salesforce Administrator, Account Engagement Specialist,  Sales Cloud, Salesforce Developer and Service Cloud Consultant.

Neely started her career in creative and digital marketing with a focus on brand development and lead generation and holds a BA in Communications- Public Relations from Mississippi State University.

Visit Gabriel Sales’ YouTube Channel – “Sales Tech”

Visit our YouTube Channel for additional basic training for Salesforce and Salesforce Account Engagement users just getting started.  These short training videos will help users just getting started get more out of their systems faster.