Once a connector has been established between Pardot and Salesforce, all Opportunities that are tied to contacts via a Contact Role trigger a sync to Pardot. The contact record must also be syncing to a prospect in Pardot. However, for Opportunities that are tied to accounts only in Salesforce, they do not sync, they must be tied to contacts.
Full Answer
How do I sync a Pardot field with Salesforce?
Set Up Salesforce Single Sign-On for Pardot Prospect Field Sync Behavior Eventbrite Reports Prevent a Prospect from Syncing with Salesforce Considerations for Prospect Imports Create a Dynamic Suppression List Map a Pardot Multi-Select Field to a Salesforce Multi-Select Field Customize the Email Statistics Table
How does Pardot prospect sync work?
How does Pardot Prospect Sync work? Bookmark this question. Show activity on this post. if it finds a Lead with the Prospect email address in SF, it will sync with that lead. If it cannot find a lead, but it can find a Contact with the Prospect email address, it will sync with that contact. If no lead or contact is found, then create a new Lead.
Can I delete opportunities from Pardot after they are synced?
However, for Opportunities that are tied to accounts only in Salesforce, they do not sync, they must be tied to contacts. Once synced, Opportunities appear as a read-only field in Pardot and are unable to be deleted. In order to delete you must perform this action in Salesforce, the sync will then trigger and remove from Pardot.
How often do Records sync in Pardot?
As a general rule, prospect records sync every two to four minutes. Most records sync immediately, but Pardot processes sync queues with over 400 records in batches. Standard batch processing syncs 12,000 records per hour. Certain activities can trigger a sync, whether it be from a prospect, user or system:
How do I sync prospects from Pardot to Salesforce?
For a prospect to sync from Pardot to Salesforce, the prospect record must meet the prerequisites and then an activity must trigger the sync. When you change a contact or lead email address in Salesforce, it can sync the new address to the corresponding prospect record in Pardot.
How do you do a full sync with Pardot?
You will need to add a custom form field in Salesforce on the Lead or Contact object, then create the same field in Pardot. If you sync the Pardot field to the Salesforce field, when you hit save you will be offered the option to perform a full sync of data.
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.
How do I map a field to Pardot in Salesforce?
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.
Why use Salesforce value instead of Pardot?
Now back to using Salesforce values to set sync behaviour. You may wish to use the Salesforce value, rather than Pardot, for the following valid reasons: As previously mentioned, Salesforce data is to be considered the master. Sales users, using Salesforce, may wish to take control of data input.
How often does Pardot sync?
As a general rule, prospect records sync every two to four minutes. Most records sync immediately, but Pardot processes sync queues with over 400 records in batches. Standard batch processing syncs 12,000 records per hour. Certain activities can trigger a sync, whether it be from a prospect, user or system:
How many email addresses does Pardot need?
As the relationship between the CRM and Pardot is 1:1 it is advised to have one email address. In order to become a prospect, Pardot requires a number of fields, one being email address. As this is key to a prospect’s record this can’t be changed and the sync between the two will always use Pardot’s value.
What happens when you use Salesforce values?
Using Salesforce values to set sync behaviour. When using Salesforce values the same theory is applied but just role reversed. If the values between Salesforce and Pardot are in conflict once synced, Salesforce will prosper and overwrite the value within Pardot.
What does sync mean in Pardot?
Many systems have different types of sync behaviours. In Pardot, it simply means “how you want the sync to behave once processed”. Let’s break it down so we can fully understand how the two systems really work together.
How to allow multiple prospects to use the same email address?
To allow multiple prospects with the same email address you must select the option: automatically change email addresses in Pardot to reflect changes in Salesforce, this is found in the Salesforce-Pardot Connector Settings.
How long has Matt worked at Salesforce?
Matt has worked with Salesforce for over 6 years and has gained a wealth of experience having worked client-side in both Enterprise level and medium-sized businesses. In his free time, Matt enjoys gardening and going for long walks.
