how to nail pardot and salesforce

The integration between Pardot and Salesforce happens via a connector, which can be enabled by first installing the Pardot app from the AppExchange in Salesforce, and then setting up and verifying the connector in Pardot. 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.

Full Answer

How to configure Pardot in Salesforce?

Step 1: Install the Package and Enable Pardot Install the Pardot AppExchange Application Enable Pardot in Salesforce Configure and Unpause the Salesforce-Pardot Connector in Pardot... Step 2: Configure Salesforce for the Salesforce-Pardot Connector Map Pardot Custom Lead Fields to Contact Fields Show Pardot Data in Salesforce

What are the Salesforce-Pardot connector settings?

Salesforce-Pardot Connector Settings Let Users Edit Pardot List Membership in Salesforce Person Account Syncing with Salesforce Segmentation Pardot AppExchange Package Field Definitions Salesforce-Pardot Connector Best Practices and Reference Material Trigger the Initial Prospect Sync Organizing with Tags Split a List Create a Segmentation Rule

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 is custom mapping in Salesforce Pardot?

Mapping custom fields 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.

How do I link Salesforce and Pardot?

The steps for connecting Pardot are the following:Install the Pardot AppExchange Package.Create Salesforce Connector in Pardot.Configure Salesforce views and layouts.Set up Pardot.

How do I start a Pardot in Salesforce?

From Marketing Setup, under Pardot Setup Home, click Assign Admin.Name your business unit and assign your Pardot admin. ... Save your changes. ... From Marketing Setup under Pardot Setup Home, turn on Pardot in your Salesforce org to make the Pardot Lightning app available only to your Pardot admins.

What can you do with Salesforce-Pardot?

Pardot is a B2B marketing automation and lead generation tool from Salesforce. Pardot can be used to route leads to sales, create and track automated marketing campaigns, analyse prospect activity and engagement, and guide prospects through the buying journey.

Do you need Salesforce to use Pardot?

No, you can adopt Pardot without using Salesforce's full CRM platform.

What is Pardot in Salesforce?

Pardot is a software as a service (SaaS) marketing automation platform by SalesForce offering email automation, targeted email campaigns and lead management for B2B sales and marketing organizations.

How do I verify a Pardot connector in Salesforce?

Check Pardot's version and make sure it's the last one....Go to Setup > Manage Connected Apps.Go to Pardot_to_SF_Integration_Secure_Connected_App.Click on "Edit Policies"Go to the "OAuth Policies" section.Select "admin approved users are pre-authorized" from the drop-down of the "Permitted users" field.Click on save.More items...

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.

Is Salesforce the same as Pardot?

Pardot is part of Salesforce due to the acquisition, but also the Pardot Lightning App.

Is Pardot a Salesforce Marketing Cloud?

Is Pardot a part of a 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.

Is Pardot being retired?

The Pardot Classic App is scheduled for retirement in all Salesforce orgs by October 17, 2022.

How often does Pardot sync with Salesforce?

every 2–4 minutesWhen 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.

Is Pardot a CRM?

In 2012, Indianapolis-based Exact Target acquired Pardot and was shortly thereafter acquired by Salesforce, the world's #1 CRM*. Today, there are two Salesforce marketing automation products – Pardot and Marketing Cloud. Sometimes you'll hear Marketing Cloud used to describe these two products like an umbrella.

How does Pardot work with Salesforce?

The integration between Pardot and Salesforce happens via a connector, which can be enabled by first installing the Pardot app from the AppExchange in Salesforce , and then setting up and verifying the connector in Pardot.

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.

How does Salesforce Connector work?

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. Since Pardot uses email address as the unique identifier for prospect records, a Salesforce lead or contact record won’t be able to sync with Pardot if it’s missing an email address—that record will simply get skipped over.

Why do you use Salesforce?

If you’re a Salesforce user, chances are you use the platform to manage the bottom of your sales funnel. Your sales team probably uses it as their single source of truth for lead, contact, and account data. The sales team accesses it daily to triage, follow up on, and (hopefully) close business opportunities.

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.

Setting up the Salesforce-Pardot Connector

One of the first things that you will need to do to connect Salesforce to Pardot is to download and install the Salesforce-Pardot Connector in Salesforce. Please note that you can only have one connected Salesforce instance per Pardot account.

Assigning prospects in Pardot

With Pardot, you can automatically assign new prospects to a specific Salesforce user or to a group of users.

Pardot user roles

There are four default user roles you can select in Pardot: Administrators, Marketing, Sales Manager and Sales.

How to share marketing data in Pardot?

Head to Pardot Settings > Connectors. Click the cog to edit settings and then select ‘ Marketing Data Sharing ’.

What is single sign on in Salesforce?

Single Sign On is where users log in once and have access to both systems validated. This allows you to seamlessly jump between Pardot and Salesforce.

What is a business unit in Pardot?

Business Units allow Pardot users to split their data by region, product or business area whilst still only connecting to a single Salesforce org.

Why is initial sync faster?

Initial sync is quicker due to the connector being in the ‘paused’ state.

What is MDS in Salesforce?

Marketing Data Sharing (MDS) has this sorted for your leads, contacts, opportunities and custom accounts. MDS links to a single Salesforce field which ensures that the data flows to the right business unit.

What do you need to include when transferring a custom field?

Note: When transferring across a custom field you need to include, at minimum, name, type, custom field ID and SF field name.

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.

What is Pardot Salesforce connector?

The Pardot-Salesforce connector uses the integration user to sync. If you want to selectively sync records, change the connector user to a user with the appropriate permissions or set up Marketing Data Sharing before unpausing. Check out the link in the Resources section for more information on how to do this.

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.

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 Salesforce sync with Pardot?

If you have leads and contacts in Salesforce that do not exist in Pardot, they don’t sync to Pardot automatically. You need to import those records to establish a sync.

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.

How long does it take for Salesforce to sync with Pardot?

Once you enable the sync between Pardot and Salesforce, it can take up to 48 hours for all the data to become available to you. Plan your campaigns accordingly.

Can you sync custom objects with Pardot?

The custom object must be directly related to the account object or the lead/contact object to be able to access it through Pardot, though.

Does Salesforce sync with Pardot?

Salesforce leads and contacts do not sync to Pardot automatically once the connector is enabled. The initial sync of Salesforce data is a manual export and import process. Before you start importing Salesforce contacts into Pardot, carefully decide which contacts should be synced with Pardot. Pardot’s pricing is based partially on database size, so don’t sync over contacts you don’t want to send marketing communications to.

Does Pardot match email addresses?

Pardot matches on email address. If you upload a list of lead s or contact s that have duplicate email addresses, Pardot will only create one record. Try to merge all duplicates before uploading.