Adding Account Engagement Standard Actions to Salesforce
Add Account Engagement buttons and actions to Salesforce as standard actions in list
views and on certain record pages. Quick action record buttons are only supported in production
orgs, not in Salesforce sandboxes.
Required Editions
User Permissions Needed
To create custom buttons:
Customize Application
NotePardot is now known as Marketing Cloud Account
Engagement. We wish we could snap our fingers to update the
name everywhere, but you can expect to see the previous name
in a few places until we replace it, including in the app
itself.
Add actions to record pages in Salesforce in the Page Layout of the standard object such as
the Lead or Contact object. To add actions to list views, customize a
page
layout from the management settings for the appropriate object.
To use these buttons, users must be assigned a Sales Cloud, Service Cloud, or CRM User
permission set. These buttons don’t create prospects unless you enable the Automatically create
prospects in
Account Engagement if they’re created in Salesforce setting for the Salesforce
connector.
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