6 Things You Should Know Before Syncing Salesforce to Pardot

The Pardot Salesforce Connector creates a two-way sync between Pardot and Salesforce. Learn how the field mapping works in Pardot, how long the initial sync will take, what objects are synced from Salesforce out-of-the-box and more.

1. The initial sync of Salesforce leads and contacts do not sync to Pardot automatically

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.

Once you know which leads and contacts you are going to sync with Pardot, export the contacts from Salesforce using a data export tool or through exporting a report as a CSV.

2. You need to export all active users

If you want to send emails from a Sales rep in Pardot, or assign leads within Pardot to a sales person, you will need to import a list of active users to Pardot. Pardot will automatically make the connection to the rep’s contacts when the user upload is complete.

3. The sync can take up to 48 hours

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.

4. Mapping fields is a manual process

Any Salesforce fields you want to sync to Pardot must be created in Pardot and mapped to the Salesforce field. It’s unlikely marketing will need access to every Salesforce field, so make a list of fields that will be important to your marketing efforts before you create every single field.

5. Pardot will match based on email address

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

6. Syncing SFDC Custom Objects are only available with certain Pardot editions

You can sync custom objects with the Ultimate Edition of Pardot as well as the Pro Edition (with the custom object add-on). 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.


Email me, send me a tweet @jennamolby, or leave a comment