Add to Prospect Lists and Engagement Studio Programs from Records and List Views

Add to Pardot Lists and Add to Engagement Studio Lists are now available as standard buttons to add to record and list view pages in Salesforce. The buttons allow reps to add prospects to Pardot lists without leaving their CRM. Adding prospects to an Engagement Studio list also adds them to related engagement programs, if applicable.

Where: This change applies to all Pardot editions with Salesforce Professional, Enterprise, and Unlimited editions.

How: Add the Add to Pardot Lists and Add to Engagement Studio Lists buttons as standard actions to leads or contacts. Add to record pages in Page Layouts of the Object Manager and add to list views in Search Layouts for Salesforce Classic.

Setup Object Manager with Page Layouts and Search Layouts for Salesforce Classic highlighted.