Kanrad
A San Jose technology company had a legacy Salesforce Classic setup, a Pardot integration that wasn't working, and a user base still stuck in Classic. Cloud Nerd audited the platform, connected Pardot properly, and migrated the full org to Lightning.
Engagement at a glance
Salesforce Sales CloudPardotSalesforce LightningAudit through Lightning production deployment
Sales Cloud GAP analysis with all findings remediated
Automated prospect nurture live in Pardot
Full user base migrated off Classic
Kanrad's Salesforce org was running on Classic with years of accumulated configuration debt. They had Pardot but it wasn't properly integrated. And the team was still on Classic — preventing them from accessing newer Salesforce capabilities and making their Lightning-ready third-party apps unusable.
Cloud Nerd ran a three-phase engagement: a full Sales Cloud audit identifying and remediating configuration gaps; a complete Pardot implementation with email templates, forms, landing pages, drip programs, automation rules, and prospect lists; and a Lightning migration converting all pages, reports, Visualforce pages, and buttons — then migrating all users.
Kanrad's team moved to a clean, modern Salesforce platform — Classic-era debt resolved, Pardot generating automated sequences for the first time, and every user working in Lightning with all associated productivity benefits.
Connecting Pardot to a poorly configured Salesforce org would compound existing problems. A proper audit and gap remediation was required first to ensure the data model and field mapping were solid before introducing marketing automation.
The license existed but field mappings weren't configured, website tracking wasn't deployed, and the sales and marketing teams had no shared visibility into prospect engagement.
Cloud Nerd audited the full Salesforce org, produced a GAP analysis report, and remediated all findings.
Cloud Nerd installed the Connector, configured field mapping, deployed all marketing automation assets, and verified deliverability.
Cloud Nerd converted all Classic functionality to Lightning, migrated 20 reports, and moved all users to production Lightning.
All configuration gaps resolved before Pardot connected
4 automated drip programs running from day one
Full user base off Classic
Audit through production
What's next
Kanrad is evaluating Einstein Lead Scoring to prioritize inbound Pardot leads by conversion likelihood.
Technologies in this engagement
Salesforce Sales CloudPardotSalesforce LightningReady to do this?
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