Navigating within subfolders in Pardot is a crucial skill for efficiently managing your content and organizing files. Whether you are a Salesforce user or new to Pardot, understanding the process of selecting subfolders enhances your ability to locate and manage your resources effectively.

Step 1: Navigating to the Account Engagement Email Tab

• Log into Salesforce: This is your login to the Salesforce platform, where Pardot is integrated.
• Click the App Launcher: Think of this as the starting point for various tools.
• Search for “Account Engagement”: Use the search bar to find “Account Engagement.”
• Click “Account Engagement” under Apps: This is where you’ll find the necessary tools.

Step 2: Selecting a Subfolder

• Click “Content” in the navigation bar: This is where you manage your content.
• Click “Folders”: Folders are like digital containers for your files and documents.
• Click the “+” button: This is to create a new subfolder if needed.

Step 3:Navigating Within Subfolders

• Navigate to Each Folder by Clicking the “+” Before the Folder Name: This allows you to access subfolders within the main folder.
• Click the Subfolder to View the Files It Contains: This is where you can see the content of the subfolder.

Step 4: Create a New Subfolder

• Click “Add Folder”: If you want to create a new subfolder within the current folder, this is how you do it.