From a Disconnected Pardot to a Marketing Operations Foundation Built to Scale
A North American executive events and business planning organization moved to a new Salesforce org — and its Salesforce Account Engagement (Pardot) instance couldn't simply follow. We rebuilt the entire marketing operations layer from the ground up, with zero gap in prospect engagement and full preservation of existing marketing assets.
org transition
not rebuilt
Salesforce ↔ Pardot
Tracker Domain
restored
like-for-like copy
What Changed When Pardot Was Rebuilt the Right Way
Six Gaps the Org Transition Opened — and How We Closed Each One
Five Phases That Took Pardot From Disconnected to Deployed
Mapped Every Asset Before Touching the New Org
We audited the client's existing marketing automations, assets, and configuration elements before any rebuild work began. This gave us a complete inventory of what had to be preserved versus what could be rebuilt cleanly in the new environment.
Stood Up a New Salesforce–Pardot Connection
We established a complete Salesforce and Pardot integration for the new org, built around a structured contact and prospect synchronization framework. This gave both platforms a reliable, trusted path for data to move between them from day one.
Migrated Marketing Assets by Hand, Not by Default Export
We carefully migrated existing marketing assets, automations, and configuration elements rather than starting from a blank template. This preserved the structure and logic of processes the organization had already refined over time.
Rebuilt and Validated Sending and Tracking Infrastructure
We configured and validated a new Email Sending Domain and Tracker Domain to restore trusted communication channels. We then implemented and tested Website Tracking Code to confirm visitor activity was being captured correctly in the new environment.
Enabled Engagement Tracking and Confirmed the System Was Ready
We enabled prospect activity tracking and email engagement synchronization so every meaningful interaction was reflected accurately in the new system. We validated the full environment end to end before handing off a fully configured, deployed Pardot instance.
A migration restores what existed before. A transformation positions the organization for what comes next. We treated this engagement as the latter from the first integration touchpoint through final deployment.
— Twopir Engagement Lead · North American Executive Events & Business Planning Organization · 2024What the Organization Walked Away With
A fully configured, deployed Pardot environment connected to the new Salesforce org
Marketing automation runs on a single trusted platform instead of a half-migrated patchwork.
No disruption to marketing or sales operations throughout the entire org transition
Teams kept working with continuity protected behind the scenes during the rebuild.
Existing marketing automations and configurations carried forward instead of rebuilt from scratch
Institutional knowledge embedded in prior workflows was retained, not discarded.
Full visibility into prospect engagement, from email opens to website visits
Marketing and sales teams once again work from a single source of truth.
A new Email Sending Domain, Tracker Domain, and website tracking code — tested end to end
Communication channels are trusted again, not assumed to work.
A marketing operations foundation purpose-built for future automation and deeper sales alignment
The organization moved forward from a stronger starting point than it had before the transition.
The Tools and Techniques Behind This Engagement
Mid-Salesforce transition and worried about your marketing operations gap?
We review your Pardot or Salesforce Account Engagement setup and deliver written findings in 5 business days — at no cost, no commitment required.
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Don't Let a Platform Transition Become a Marketing Blackout
Twopir has delivered Salesforce and Pardot integrations for 12+ Years,500+ Clients across US, Canada, UK, UAE, Australia, and New Zealand overlap coverage on every active engagement.
12+ Years · 500+ Clients · Salesforce Partner · US · Canada · UK · UAE · Australia · New Zealand
