Keep in mind that the Pardot Salesforce connector is not retroactive, so it will not automatically pull over all your records from Salesforce to Pardot. You will need to do a one-time import of Salesforce data when you first install Pardot.
Can Pardot fields be updated in Salesforce?
Although you’ve updated fields in Pardot, Salesforce is often the master and can (and will) overwrite field data. Lead and contact data fields MUST be the same within the API (case sensitive) to ensure the data is synced. On the topic of case sensitivity, Pardot fields aren’t, so, make sure your Salesforce API fields are unique.
How do I create a custom object in Salesforce Pardot?
Create the custom object in Salesforce. Remember you need at least 1 lookup field to Contacts, Leads or Accounts. The custom object must be visible to the Pardot connector user (read-only at the minimum) and the lookup field’s field-level security also has to be read-only at the minimum.
How do I create custom fields for prospects in Pardot?
In Salesforce there are leads and contacts, but in Pardot these are rolled into one: prospects. When converting leads to contacts, only default fields appear and map automatically. By custom mapping, the fields ensure all information is available, and available to sync. Admin > Configure Fields > Prospect Fields. Add Custom Field and add a name.
What happens when Pardot doesn’t match with a prospect?
If no match is found, Pardot queries lead records next. If a match is found with a lead record, Pardot will sync with it; but if a match isn’t found and the prospect has been assigned to sales, Pardot will create a new lead record in Salesforce.
How do I sync a field in Salesforce to Pardot?
In Pardot, open the custom field for editing. From the Salesforce Field Name dropdown, choose the field you want to map. (Optional) Enable Keep this field's type and possible values (for dropdowns, radio buttons, checkboxes) in sync with the CRM. This setting syncs field setting changes from Salesforce to Pardot.
Does Salesforce sync to Pardot?
Pardot can sync with Salesforce person accounts. Pardot can run automation around any custom or default object in your CRM that is not a Pardot default object. The custom object must be tied to a Pardot prospect record through a prospect ID.
Can formula fields sync to Pardot?
While Pardot can sync with formula fields, a change to a formula field will not trigger a sync. This is because a formula field is a way of arriving at a value, but does not actually store the value and will not update the last modified timestamp on a record when it changes.
How often does Pardot sync with Salesforce?
When syncing prospects, changes to prospect records are pushed to Salesforce, and information from Salesforce records is pulled into the corresponding Pardot prospect records. Syncing occurs every 2–4 minutes.
What triggers a sync between Salesforce and Pardot?
Syncing a Pardot prospect to Salesforce requires a corresponding Salesforce record or the prospect must be assigned to a user in Pardot. If your Pardot account allows multiple prospects with the same email address, prospects sync to Salesforce records with matching CRM IDs (lead or contact ID).
What causes a sync from Salesforce to Pardot?
Required Editions Updating a related account record in Salesforce for a lead or contact who is associated to a Pardot prospect.
For which Salesforce objects can you sync data between Salesforce and Pardot?
What Salesforce Standard Objects Sync with Pardot?Leads and Contacts, which sync with Prospects.Accounts and Opportunities, which are related to Prospects.Campaigns and Campaign Members, which are synced with Connected Campaigns.Tasks, which Pardot can create.Users, which are synced to Pardot with User Sync.
How do you trigger a full sync in Pardot?
In Pardot, export and then import the subset of your prospects to sync. An Express Export is sufficient. Importing the prospects triggers a full sync with Salesforce.
How do you update a field based on a formula field in Salesforce?
To create the new field in Salesforce Go to the Object Manager and select the object type you want to sync. Go to Fields & Relationships and add a new field. Choose Checkbox for the data type and give it a name, for example, Formula Fields Updated?. Leave the default option unchecked.
What must be true for a Salesforce opportunity to sync to Pardot?
To sync a Salesforce opportunity that's associated with a Pardot person account, add the person account as the opportunity contact role. Pardot creates only one opportunity, even if the CRM opportunity is tied to multiple contacts. All corresponding prospects are tied to the same opportunity.
Is Pardot part of Salesforce?
Yes, Pardot is owned by Salesforce. Salesforce acquired Pardot in 2013 as part of the $2.5B ExactTarget acquisition, now Salesforce Marketing Cloud (Pardot had been purchased by ExactTarget the previous year).
Do you need Salesforce to use Pardot?
Do I have to use Salesforce to use Pardot? No, you can adopt Pardot without using Salesforce's full CRM platform.
Can you connect Salesforce to Pardot?
Once you’ve successfully connected Salesforce to Pardot after following the connection steps, you may think to head straight to migrating your data. However, there’s a little more to Pardot and Salesforce integration and it’s important to do all of the set up before importing any data.
Does Pardot sync with Salesforce?
On the topic of case sensitivity, Pardot fields aren’t, so, make sure your Salesforce API fields are unique. Creating a new field in Pardot does not automatically sync with Salesforce. The systems need to be used and synced bi-directionally to ensure all fields are correctly populated.
Why Use Pardot Custom Objects?
Custom Objects are key to your business, eg. the delivery team use a ‘Project’ custom object in Salesforce, which the marketing team want to leverage for onboarding campaigns.
Pardot Automation Using Custom Objects
As I mentioned in the previous section, you can use the “Prospect custom object” criteria in Automation Rules. This means that the actions you can take based on a custom object are:
Administering Pardot Custom Objects
Find Pardot Custom Object settings under ‘Pardot Settings’ in the Pardot Lightning App. This is what the scaled down interface looks like:
Checklist for Setting Up Pardot Custom Objects
Here are some steps you should go through to create a Pardot Custom Object – there is more to the process than you may initially think!
Summary
Being able to extend the Salesforce data model with custom objects is one of the biggest selling points of Salesforce – and Pardot custom objects enable you mirror that extensibility for your marketing automation.
