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Hi,

 

We're in the process of finalising our Pardot implementation and I have a question for those that have implemented B2BMA and the supporting TableauCRM licenses.

 

How did you initially design the deployment? Did you provide TableauCRM seats to everyone that needed to view dashboards or did you start small with a few licenses and find other ways to distribute reporting? (Exports, PDFs etc.)

 

Any real world insight here would help our planning - thanks!

6 answers
  1. Jan 29, 2022, 12:06 AM

    Hi Terry, while having the Pardot latest editions, as a part of the bundle, you will get 6 licenses and configured vai Permission Set License and Permission set(you can assign the 5 Permission Set license to the end user and 1 to the Connector User). 

     

    And you don't need the full Salesforce TableauCRM Licenses for Salesforce while only using the Pardot B2B Marketing Analytics app. 

     

    Let me know if you have any follow up questions !!

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