how to integrate pardot with salesforce

How to integrate Pardot lists with Salesforce campaigns in four easy steps

1. Create the Salesforce campaign. Create the Salesforce campaign you want to associate with your list email. ...
2. Create Member Status Values. Scroll down to and select Advanced Setup, then select Edit. ...
3. Build your list. Build your list email in Pardot. ...
4. Integrate. Remember those statuses you setup in your Salesforce campaign in step two? ...

Full Answer

How does Pardot work with Salesforce?

The Salesforce connector creates a link between the two platforms, so that you can sync newly created prospects, contacts, and leads between Pardot and Salesforce. Once the connector is enabled, Pardot queries Salesforce every 2-4 minutes looking for records that have been updated since the last sync.

How to set up a Salesforce integration?

• On the Manage App page, click 'Edit Policies'
• Navigate to the 'IP Relaxation' dropdown menu
• Select 'Relax IP Restrictions'
• Then click 'Save' at the bottom of the page
• Now, back on the Connected Apps page, click the App name 'Blink'
• On the page that appears, your Consumer Key and Consumer Key will be shown

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How to create email integration in Salesforce?

• From Setup, enter Gmail in the Quick Find box, and then select Gmail Integration and Sync.
• Enable Customize Content with App Builder.
• In the Email Application Pane section, create a pane and use Lightning App Builder to add components to the pane and assign the panes to users. ...

How does Salesforce integration work?

• Users (customers) requirement and its scale of integration with other system.
• External systems endpoint accessibility (only with user name password or there is need of any security certificate).
• Type of integration (REST or SOAP).
• Is data flow a two way or one way.
• One time integration or there will be a synchronous call from time to time.

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How does Pardot integration with Salesforce?

Pardot can integrate with Salesforce Person Account record types. To enable person account syncing, contact Pardot Support. Importing prospects into Pardot causes them to sync with Salesforce. Unassigned prospects sync to Salesforce, but records aren't created when there is no matching email address.

What does adding the Salesforce Connector to Pardot let you do?

When the integration user is set as the connector user, the Salesforce-Pardot Connector syncs all records for objects that sync between Pardot and Salesforce. If you want to sync a subset of records, use Marketing Data Sharing to select the records to sync.

How do I install a Pardot in Salesforce?

Before setting up your Salesforce connector in Pardot, install the Pardot AppExchange package in your Salesforce org....Install the Pardot AppExchange ApplicationGet the installation link. ... Review actions, and click Install.On Step 2 of the install wizard (Choose security level), select Grant access to admins only.

Is Pardot on the Salesforce platform?

Pardot is a marketing automation solution that is an add-on to Salesforce's core platform. This tool acts as a middleman between unknown visitors (who have been captured and converted to known prospects), and your Salesforce CRM.

How do I verify a Pardot connector in Salesforce?

Your connector should begin verifying automatically. If it doesn't, click 'Verify Now'. For Pardot Accounts using the v2 Salesforce connector: 1....Note:In pi.pardot.com, navigate to Admin > Connectors. ... Click the gear icon next to the Salesforce connector, and then click 'Edit'.Click 'Change Connector User'.More items...

What is Pardot integration user?

The Pardot integration user is an automatically provisioned user that connects to Salesforce to sync data. Pardot is the only app that can log in to Salesforce via the integration user, and only after a Salesforce admin has finished the Pardot setup.

How do I enable Pardot lightning app in Salesforce?

Make the Pardot Lightning app visible to profiles.From Salesforce Setup, in the Quick Find box, enter App Manager , and then select App Manager.Find the Pardot app with the App Type Lightning , and then edit it.Click User Profiles, and then select all profiles that need access to the app.

How much does Pardot cost?

How Much Does Pardot cost? Growth costs $1,250 per month, Plus costs $2,500 per month, Advanced costs $4,000 per month, and Premium costs $15,000 per month. Each plan is billed annually.

How do I enable Pardot in email builder?

0:014:09How to Enable the New Pardot Email Builder - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst click on the setup gear icon in the upper right hand corner. And then select marketing setupMoreFirst click on the setup gear icon in the upper right hand corner. And then select marketing setup navigate to the content setup section on the left.

Is Pardot part of Salesforce Marketing Cloud?

Yes, Pardot belongs to a larger Salesforce product group – Marketing Cloud, along with other suites like Loyalty Management, Email, Mobile, and Web Marketing, Social Studio, Advertising Studio, Datorama, Google Marketing Platform, and Interaction Studio.

How is Pardot different from Salesforce?

In a nutshell, these are the main differences: Pardot is positioned as a B2B platform while Salesforce Marketing Cloud is more B2C (although this isn't always the case and some companies can use both) The main difference is the buying cycle.

What is Pardot plus in Salesforce?

Salesforce Pardot Plus includes all the features of Pardot Growth features and more. The landing pages and forms and landing pages are unlimited for Plus. It includes 250 SEO keywords monitored, 100 automation rules, 25 competitors monitored, 10 SSL vanity domains, and 10 engagement history dashboards.

How to sync Salesforce with Pardot?

To start data synchronization in Pardot integration Salesforce: Bring up the Salesforce connector page. Choose Admin in Pardot and find Connectors. Click on the Salesforce connector and choose Edit. Click on Pardot Settings and then Connectors In the Lightning. Select Change Settings again.

What is Salesforce Connector?

The Salesforce connector creates a link between the two platforms so that you can sync contacts, prospects, and leads between Pardot and Salesforce.

Can you make a new lead in Pardot?

When you make a new lead in Pardot that doesn't have a matching Salesforce record, Pardot will make a new lead for that lead. However, if you convert to Pardot that results in contact in Salesforce, the record might not include all the data from the lead.

Is Pardot a CRM?

The combination of the two platforms enhances sales and marketing opportunities. With Pardot Salesforce becomes a full-spectrum marketing and sales CRM system.

Is Pardot CRM compatible with Salesforce?

Pardot is an enterprise-grade marketing automation software that has built-in Salesforce CRM integration and has been designed with Salesforce native functionality in mind. It offers powerful tools to help sales and marketing teams to understand their target audience, close sales faster, find and nurture the best leads, and maximize ROI. Although technically the Pardot marketing automation platform is autonomous, it's much more convenient to use Pardot and Salesforce simultaneously. The combination of the two platforms enhances sales and marketing opportunities. With Pardot Salesforce becomes a full-spectrum marketing and sales CRM system.

Can you customize Pardot?

Pardot can be customized based on your needs, whether to create a contact or account. Lead updates, such as campaign membership, account linkage or opportunities, and contact conversion are synced to the lead's Pardot record, and the marketer gets a complete overview of the potential customer's status.

Can Pardot sync Salesforce?

Technically, Pardot in Salesforce can sync with just about any field or custom object that is visible to the user of your connector, but you shouldn't sync all of them. Choose only custom fields and objects that are crucial to your B2B marketing efforts. Excessive data clutters your lead records.

What happens if no match is found in Salesforce?

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. By default, a Salesforce record will override the Pardot record if there is a conflict of information.

Is Salesforce a CRM?

Although Salesforce integrates with several different marketing automation solutions, if you’re using Salesforce as your CRM, then Pardot is your marketing automation platform of choice. Pardot is a Salesforce company, and as such is the only marketing automation solution that has a native integration with the CRM.

Does Salesforce pull in Pardot?

That depends on what fields you’ve mapped between the two platforms during the connector setup. Salesforce will automatically pull in all Pardot default fields during setup, but if you want custom Pardot fields to sync over, you’ll need to create those as custom fields in Salesforce and map them.

Why is the Salesforce/Pardot connector important?

If you already have this connector, you need to ensure that it’s set up correctly so it makes life easier, not harder, for sales and marketing. Take time to thoroughly assess how the system syncs records, how it’s configured for your organization, and who is monitoring the connector sync queue and troubleshooting errors. Without someone watching this queue, some records may not sync and fields may not update.

Can you add Pardot to Salesforce?

Social data and Pardot activities can also be added to Salesforce lead, contact, and mobile layouts so it’s always accessible. Send Leads Created in Pardot to Salesforce When Qualified. Pardot helps you generate leads—in fact, the Pardot Lead Generation for Pardot Lightning App module is all about that!

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.

What does Pardot do after provisioning?

After you complete provisioning and admin assignment, Pardot sends the Pardot admin an email to start the setup process. If you have business units, Pardot sends each business unit admin an email to start the setup process for their business unit.

How to edit Salesforce connector?

Open the Salesforce connector page. In Pardot, navigate to Admin | Connectors. Click next to the Salesforce connector. Select Edit. In the Lightning app, click the Pardot Settings tab. Click Connectors. Click next to the Salesforce connector. Select Edit. Review your connector settings.

Can a Salesforce admin install Pardot?

Only a Salesforce admin from within Salesforce platform can install and enable Pardot. To complete setup, the Salesforce admin appoints a Pardot admin who can configure the Pardot side of the account. The good news is that a Pardot admin doesn't have to be a Salesforce admin.

Does Pardot have to be a Salesforce admin?

The good news is that a Pardot admin doesn't have to be a Salesforce admin. So let’s go ahead and download, install, and set up the correct permissions sets. Get the installation link to ensure your Salesforce account is updated with a custom application, custom tab, and custom fields under leads and contacts.

Learning Objectives

Introduction

Why Pardot and Salesforce Are So Great Together

Start with An Assessment

General Considerations Before Set Up

See more on trailhead.salesforce.com

Resources