- Navigate to In Lightning: Pardot Settings > Import > Prospects In Classic: Admin > Import > Prospects
- Click + Upload File and choose your import .csv file, select “Create and Update prospects using the Salesforce Lead or Contact ID” then click Next,
- Map the column headers to Pardot fields. Pardot will suggest some field mappings.
- To overwrite existing prospect data with the import, select overwrite existing data next to fields you want to update.
- Click Next.
- You will now have the option to Select or Create a campaign. ...
- Add Tags (if required). Tags will help you easily search and find assets within your account. ...
- Click Next
- Select an action, and choose how to handle deleted prospects.
- Click Next
- Check your import details, and click Confirm & Save. Pardot will send you an email once the import has finished processing
How to integrate Pardot with Salesforce CRM?
Step 1: Install the Salesforce-Pardot Connector (Connector v1) Set Up Send as CRM User Assign Object Permissions to the Connector User Create Person Accounts Instead of Leads 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
How do I transfer a Salesforce user to Pardot?
Note: When transferring across a custom field you need to include, at minimum, name, type, custom field ID and SF field name. Any users with assigned prospects within Pardot should have a Salesforce username. Admin > Users Management > Users. Under Actions, click the cog icon to edit the user. Select the Salesforce username from the drop-down.
What causes a prospect to sync from Pardot to Salesforce?
What Causes a Prospect to Sync from Pardot to Salesforce? Pardot and Salesforce API Usage Copy a User Role Find the Right User Sync Documentation Reuse Content in Marketing Assets Move Users to a Different Account Engage Campaigns Import Users Enable Pardot in Salesforce Engage for Outlook Considerations for Snippets Set Up Salesforce Engage
How user merge Fields populate in Pardot emails?
How User Merge Fields Populate in Pardot Emails Pardot User Roles The View Online Link Pause the Salesforce-Pardot Connector v2 Set Up Engage for Outlook Salesforce Engage Filter Criteria Delete a User Set Up Team Reports Remove a Prospect from the Pardot Recycle Bin Generate Engage Team Reports Create a Custom User Role Engage User Reports
How do I import prospects into Pardot?
Open the Prospects page.In Pardot, select Admin | Import | Prospects.In the Lightning app, select Prospects and then click Import Prospects.
How do I push leads from Salesforce to Pardot?
By default new leads and contacts within Salesforce will not sync over to Pardot automatically....Syncing Prospects from Salesforce to PardotBy clicking the send to Pardot button on the lead or the contact record in Salesforce.By manually uploading the lead or contact's email address into Pardot.More items...•
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 I export a prospect from Salesforce?
Export ProspectsOpen the Prospects page.Click Tools, then select CSV Export.Name the export.Choose the export type.Click Export.
Do all Pardot prospects sync to Salesforce?
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. Pardot checks for changes in Salesforce and Pardot up to every 2 minutes. If you're seeing slower sync times, contact Pardot Support.
How do I export my leads from Salesforce?
Export DataOpen the Data Loader.Click Export. ... Enter your Salesforce username and password, and click Log in.When you're logged in, click Next. ... Choose an object. ... Select the CSV file to export the data to. ... Click Next.Create a SOQL query for the data export.More items...
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 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.
What objects are synced between Pardot and Salesforce?
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 I upload my contact list to Pardot?
In Pardot, click Admin > Import > Prospects. Select “Create or update prospect using email address.” Choose the file to upload.
How do I upload a static list in Pardot?
Required Editions and User PermissionsOpen the Lists page. In Pardot, select Marketing | Segmentation | Lists. ... Click + Add List.Name the list.Leave Dynamic List unselected.Select other options as needed. To use the list for internal testing, select Email Test List. ... When finished, click Create List.
What is segmentation in Pardot?
Pardot segmentation lists group prospects together based on criteria you select, such as job title, product interest, and website behavior. Segmentation lists allow you to send emails only to certain groups of prospects or even keep certain prospects from receiving an email.
Getting ready to import prospects into Pardot
So you’re ready to start your Pardot prospect import. Here are some preliminary steps you should take care of before you begin the import process.
Prepare files for Pardot prospect import
Here’s what you should do to prepare your prospect files to import into Pardot.
How to add Pardot prospects to a Salesforce Campaign
Here are the instructions to add your newly imported prospects to a Salesforce Campaign.
Additional notes
You might have a limit on automation rules in your account. If that’s the case, then you will have to remember to delete your automation rules after they run.
Go forth and import prospects into Pardot
Clean data is happy data that gets you closer to your goals. The preliminary steps we recommend before importing prospects may seem like overkill. But you’ll be thankful in the long run as you build meaningful connections with real people through Pardot.
Published by
Kelly Ryan has been using Pardot and Salesforce since 2017 and is excited to help clients develop strong marketing and sales strategies while connecting the dots to make the magic happen behind the scenes.
Need a hand getting the most out of your Pardot or Salesforce account?
MarCloud is a team of certified Pardot and Salesforce specialists. We help businesses to unlock the potential of marketing automation.
Grace Hallows
Grace joins MarCloud after securing a first in Marketing and a keen interest in B2B marketing automation! In her free time, she bakes and is always on the lookout for new independent businesses in the city.
Step 1: Create the Salesforce campaign
Create the Salesforce campaign you want to associate with your list email. Don’t forget to stick to consistent naming conventions so you can easily locate the campaign later! Tip: make sure you select the checkbox next to Active. You won’t be able to populate the Salesforce campaign for the Pardot list email without it.
Step 2: Create Member Status Values
Scroll down to and select Advanced Setup, then select Edit. Once there, you should be able to create new Member Status Values. Create and save the following statuses: Opened, Clicked and Unsubscribed. You will need these later for your list email.
Step 3: Build your list
Build your list email in Pardot. (If you don’t know how, click here for the Salesforce help documentation)
Step 4: Integrate
Remember those statuses you setup in your Salesforce campaign in step two? This is where they tie into Pardot.
Bonus
Just for fun, here is a sample use case of where this integration would come in handy. In this example, we’re contacting customers about an upcoming event and we have been asked to send a follow-up list email to folks who received the promotion email but did not engage by clicking any links..
Scenario
You are attending a tradeshow and want to track attendees from the moment they come to your booth to a closed-won opportunity. You want to make sure that your campaign is credited with the won business. You'll need to use these elements:
Salesforce Campaigns Overview
A Salesforce campaign is an outbound marketing project that you plan, manage, and track within Salesforce. It can be a direct mail program, seminar, print advertisement, email, or other type of marketing initiative. You can organize campaigns into hierarchies for easy analysis of related marketing tactics.
Creating a Salesforce Campaign
1. Sign into your Salesforce account. 2. Navigate to Campaigns tab. 3. Select New. 4. Fill out the relevant campaign information. Fields with a red line next to the box are required. 5. Mark the Active checkbox so that Pardot and others at your organization can see the campaign. 6. Click Save.
Adding Prospects to a Salesforce Campaign with Pardot
You can use Pardot’s rules and actions to add prospects to Salesforce campaigns. Automation rules, segmentation rules, completion actions and Engagement Studio Program actions can add prospects to Salesforce campaigns with statuses that you designate.
How to Set Up Campaign Influence in Salesforce
1. Sign into Salesforce. 2. Navigate to Setup > Customize > Campaigns > Campaign Influence 3. Click Enabled and specify a time frame (this is the maximum number of days between the campaign first associated date and opportunity created date.) 4. Designate any association rules like: Campaign Member Status > equals > Responded. 5. Save.
Summary
Putting the pieces together, we now have a Salesforce Campaign ROI report that shows us the number of responses, the number of opportunities tied to the campaign,the number of won opportunities, the campaign’s actual cost, the ROI of the campaign, and the average cost per customer and response.
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.
