Add to Prospect Lists from Contact Related List on Accounts

In Summer ‘20 we added support for marketers to add to Pardot Lists and Engagement Studio Lists from certain records and list view pages. We expanded this support, allowing marketers to add to lists from the contact related list on account records. Add to Pardot lists from records and lists views without leaving Salesforce.

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

How: Add the Add to Pardot list and Add to Engagement Studio list options to the contact related list on the account page layout.

Add to Pardot List and Engagement Studio List highlighted in setup.