Configure your domain to host images with Salesforce CMS
Posted: Sun Dec 22, 2024 5:30 am
Just like the Lightning Email Builder, the new Pardot Lightning Landing Page Builder uses the Salesforce CMS for image selection.
Screenshot of Salesforce CMS
Image credit: Salesforce
The Salesforce CMS app (which is auto-enabled for new customers with standard profiles) is the Content Management System leveraged by all Salesforce products across all Clouds (Experience Cloud, Commerce Cloud etc.) and, above all, for all types of marketing activities including image selection for both landing pages and emails.
Note: While the CMS is required for image selection, you cambodia mobile number can use external links to content hosted elsewhere. Simply ensure these are hosted with SSL certificates and are not Salesforce files.
By transitioning to host images to Salesforce CMS we are ready to drag-and-drop into emails and landing pages. Salesforce CMS Image Content allows you to;
offer consistent experiences and look-and-feel across channels.
empower all Salesforce users to quickly build “brand” material across the Salesforce platform, e.g. email, landing pages, CMS, and AppExchange.
save on Pardot and Salesforce hosting space for businesses with a high volume of branded files and mass email schedules.
When assigning CMS Contributor roles keep in mind that all CMS users can select images from CMS. Content managers can Create, Edit, Publish, and Delete content in the workspace but only Content Admins can manage contributors, workspaces, and sharing. As a best practice, add Pardot Marketing Admins as CMS Content Admins in the content builder workspace to allow them to manage contributors or configure public groups.
The Mass Content Import feature can help make the transition process faster and you can find more about working with image content in Salesforce here.
Once you have completed these actions, you can turn your attention to user permissions so that those who need it will have access to the Landing Page Builder.
Grant users access using the Lightning app
Salesforce Admins can now empower Pardot marketers to use the new Lightning builder experiences for email and landing pages by assigning the Lightning Content Builder permissions to Pardot users from Salesforce Setup.
To do this, you should be using the Pardot Lightning app to manage both Pardot and Salesforce in a single place. This is available for all Professional, Enterprise, Performance, and Unlimited Editions of Pardot.
Within the Lightning experience use the setup wizard to, create a Permission Set labelled “Use Pardot Content Experience” that will allow a Salesforce Admin to configure the Salesforce CMS, as well as Access drag-and-drop content builder’, Activate Email for Automation’, and Manage Email Content’.
Tip: If you’ve already created the permission set to configure the Lightning Email Builder, update the permission set to include the “Activate email for Automation” permission. Since it was created prior to this release, it is not automatically updated and will need to be updated.
Once you have created the Permission Set you can assign it to other Pardot users. Users need to have a Pardot Administrator or Pardot Marketing User role in order to publish landing pages.
Note: Remember that Identity users can’t use Lightning Builders. Users without a Sales or Service license can't use the Pardot Lightning app or it’s new content builders. If your users don’t yet have access to the Lightning app with the required licenses, do this first. You can find step-by-step instructions from Salesforce to give users access to the Pardot Lightning app here. If you don’t have licenses, please contact your Salesforce Account Executive for details.
Screenshot of Salesforce CMS
Image credit: Salesforce
The Salesforce CMS app (which is auto-enabled for new customers with standard profiles) is the Content Management System leveraged by all Salesforce products across all Clouds (Experience Cloud, Commerce Cloud etc.) and, above all, for all types of marketing activities including image selection for both landing pages and emails.
Note: While the CMS is required for image selection, you cambodia mobile number can use external links to content hosted elsewhere. Simply ensure these are hosted with SSL certificates and are not Salesforce files.
By transitioning to host images to Salesforce CMS we are ready to drag-and-drop into emails and landing pages. Salesforce CMS Image Content allows you to;
offer consistent experiences and look-and-feel across channels.
empower all Salesforce users to quickly build “brand” material across the Salesforce platform, e.g. email, landing pages, CMS, and AppExchange.
save on Pardot and Salesforce hosting space for businesses with a high volume of branded files and mass email schedules.
When assigning CMS Contributor roles keep in mind that all CMS users can select images from CMS. Content managers can Create, Edit, Publish, and Delete content in the workspace but only Content Admins can manage contributors, workspaces, and sharing. As a best practice, add Pardot Marketing Admins as CMS Content Admins in the content builder workspace to allow them to manage contributors or configure public groups.
The Mass Content Import feature can help make the transition process faster and you can find more about working with image content in Salesforce here.
Once you have completed these actions, you can turn your attention to user permissions so that those who need it will have access to the Landing Page Builder.
Grant users access using the Lightning app
Salesforce Admins can now empower Pardot marketers to use the new Lightning builder experiences for email and landing pages by assigning the Lightning Content Builder permissions to Pardot users from Salesforce Setup.
To do this, you should be using the Pardot Lightning app to manage both Pardot and Salesforce in a single place. This is available for all Professional, Enterprise, Performance, and Unlimited Editions of Pardot.
Within the Lightning experience use the setup wizard to, create a Permission Set labelled “Use Pardot Content Experience” that will allow a Salesforce Admin to configure the Salesforce CMS, as well as Access drag-and-drop content builder’, Activate Email for Automation’, and Manage Email Content’.
Tip: If you’ve already created the permission set to configure the Lightning Email Builder, update the permission set to include the “Activate email for Automation” permission. Since it was created prior to this release, it is not automatically updated and will need to be updated.
Once you have created the Permission Set you can assign it to other Pardot users. Users need to have a Pardot Administrator or Pardot Marketing User role in order to publish landing pages.
Note: Remember that Identity users can’t use Lightning Builders. Users without a Sales or Service license can't use the Pardot Lightning app or it’s new content builders. If your users don’t yet have access to the Lightning app with the required licenses, do this first. You can find step-by-step instructions from Salesforce to give users access to the Pardot Lightning app here. If you don’t have licenses, please contact your Salesforce Account Executive for details.