Do existing Pardot assets still work in the Pardot Lightning app?

Yes. Existing Pardot assets like emails, forms, lists, and Engagement Studio programs continue to work when you move to the Pardot Lightning app. The change is primarily how and where you access and manage them inside Salesforce.

What do we need before enabling the Pardot Lightning app?

Before enabling the Pardot Lightning app, you should validate your Salesforce–Pardot connector, align on your lead and contact model, confirm record types and statuses, and standardize campaign strategy, naming, and folder structure. This sets you up for a clean, governed rollout.

What is the Pardot Lightning app?

The Pardot Lightning app is a dedicated app inside Salesforce Lightning Experience that surfaces all of your Account Engagement (Pardot) assets—forms, emails, landing pages, automations, Engagement Studio programs, and B2B Marketing Analytics—directly in CRM. Instead of logging into a separate Pardot interface, users access marketing automation from the same Lightning UI as sales. This gives teams a shared record of leads and accounts, tighter alignment on campaigns, and native reporting on influenced pipeline and revenue.

Why the Pardot Lightning App Matters

Single Salesforce Login — Marketers work in the same Lightning UI as sales. No more context-switching between a Pardot login and Salesforce tabs.

Shared Data Model — Prospects, leads, contacts, and opportunities use one Salesforce data model with SObject records, page layouts, and related lists your teams already know.

Sales-Aligned Views — Activity timelines, Engagement History, and Einstein-powered insights are visible directly on lead, contact, and account pages for better handoffs.

Guided Workspaces — The Lightning app organizes campaigns, assets, automation, and B2BMA dashboards into role-based navigation so users can find what they need quickly.

Stronger Governance — Standard Salesforce features like profiles, permission sets, sharing rules, and field-level security apply to Pardot Lightning usage and data.

Revenue Attribution — B2B Marketing Analytics and Campaign Influence reporting connect digital engagement to pipeline, bookings, and revenue in a governed way.

How the Pardot Lightning App Fits into Your Revenue Engine

Use the Pardot Lightning app to move from disconnected email blasts to a governed, Salesforce-native revenue engine—one that aligns marketing and sales around shared campaigns, journeys, and KPIs.

Connect → Configure → Launch → Align → Optimize → Govern

Connect Salesforce and Account Engagement: Configure the Pardot-Salesforce connector, map fields, and confirm that leads, contacts, and opportunities sync cleanly to one data model.
Configure the Lightning App: Add the Pardot Lightning app for marketers and sales, set up navigation, assign permission sets, and expose Engagement History components on key page layouts.
Launch Core Journeys: Build always-on programs for lead nurture, trial/onboarding, product or feature adoption, event follow-up, and partner campaigns—all managed from Lightning.
Align Sales & Marketing: Use scoring, grading, and alerts to route qualified leads to sales queues, surface activity in Salesforce, and codify SLAs for follow-up and recycling.
Optimize with Analytics: Leverage B2B Marketing Analytics, campaign dashboards, and influenced revenue reports to identify high-performing journeys and channels.
Govern Your Stack: Standardize naming, foldering, campaign hierarchies, and compliance patterns so every new asset and program stays aligned to your revenue strategy.

Pardot Lightning Adoption Maturity Matrix

Capability	From (Ad Hoc)	To (Operationalized)	Owner	Primary KPI
User Experience	Separate Pardot login; inconsistent views for sales and marketing.	All core users in the Pardot Lightning app with shared Lightning dashboards and navigation.	Salesforce Admin / Marketing Ops	Active Users, Session Frequency
Campaign Operations	List emails and one-off blasts tied loosely to campaigns.	Standardized Salesforce Campaign hierarchies with mapped Pardot assets and statuses.	Marketing Ops	Campaign Velocity, Response Rate
Automation & Journeys	Single-step automations and basic autoresponders.	Engagement Studio programs orchestrating multi-stage journeys by segment, product, and lifecycle.	Marketing Automation	MQL→SQL Conversion, Time-to-First Action
Data & Attribution	Email opens/clicks tracked in Pardot only.	B2B Marketing Analytics and Campaign Influence tied to pipeline and revenue in Salesforce.	RevOps / Analytics	Pipeline Influenced, Revenue Influenced
Sales Alignment	Rep views limited to basic activity and tasks.	Engagement timelines, scoring, and nurture status available directly on lead/contact records.	Sales Ops / Sales Leadership	Speed-to-Lead, Follow-up Rate, Win Rate
Governance & Change	Inconsistent naming and folders; limited documentation.	Documented conventions, enablement, and periodic audits for content, automations, and permissions.	Marketing Ops / IT	Audit Pass Rate, Time-to-Launch

Client Snapshot: Bringing Pardot into Salesforce Lightning

A B2B technology company moved from separate Pardot and Salesforce experiences to the Pardot Lightning app. By standardizing campaign hierarchies, enabling Engagement History, and rolling out role-based dashboards, they increased sales follow-up on nurtured leads and improved visibility into influenced pipeline. Explore how modern marketing operations drives revenue: Comcast Business · Broadridge

When you treat the Pardot Lightning app as the front door to your revenue engine—aligned to The Loop™ and governed by RM6™—you give every team a common view of customer journeys, performance, and growth opportunities.

Frequently Asked Questions about the Pardot Lightning App

What is the Pardot Lightning app?

The Pardot Lightning app is the Salesforce-hosted interface for Marketing Cloud Account Engagement (Pardot). It brings marketing automation features—like emails, forms, landing pages, automations, and analytics—into an app inside Salesforce Lightning, so users work in one CRM environment instead of switching between systems.

How is the Pardot Lightning app different from Pardot Classic?

Pardot Classic lives in a separate UI, while the Pardot Lightning app runs directly in Salesforce. The Lightning app takes advantage of Salesforce navigation, page layouts, permissions, Lightning components like Engagement History, and B2B Marketing Analytics. It is the strategic direction for new capabilities and should be your default experience going forward.

Do my existing Pardot assets work in the Pardot Lightning app?

Yes. Your existing forms, emails, lists, Engagement Studio programs, and automations continue to function. The Lightning app changes where and how you access them, not how they send or run. You may, however, want to refactor navigation, folder structure, and naming conventions as part of your move.

Who should have access to the Pardot Lightning app?

Core marketing and marketing-operations users will typically work there every day. Sales and SDR users often do not need full app access, but they should see Engagement History components, scoring, and nurture status on lead, contact, and account page layouts inside Salesforce Lightning.

What prerequisites do we need before enabling the app?

You need a properly configured Salesforce–Pardot connector, a clear lead and contact model, defined record types and statuses, and alignment on campaign strategy. It also helps to have an established naming convention, folder structure, and governance model ready before migration.

How does the Pardot Lightning app support revenue marketing?

By unifying engagement data and CRM data in one place, the Pardot Lightning app makes it easier to design lifecycle programs, coordinate handoffs with sales, and measure pipeline and revenue influence. It becomes the operational layer for your broader revenue marketing strategy, not just an email tool.

Turn the Pardot Lightning App into a Revenue Engine

We’ll help you align Salesforce, Pardot, and your go-to-market model so the Pardot Lightning app powers a measurable, scalable revenue marketing program.

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Revenue Marketing Transformation (RM6™) Revenue Marketing Index Customer Journey Map (The Loop™)

What Is the Pardot Lightning App?