6 Things You Should Know Before Syncing Salesforce to Pardot

In:

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.

Questions?

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

Related Posts

4 comment(s)
  • justin

    28/12/2016 at 1:53 pm
    Reply

    Hi Jenna, This is really helpful.. I just have some questions if that's alright; 1. I know Pardot uses objectchangelog to know what are the records to create or update. - I have limited what my connection user see's on contact object so I can create a sharing rule to only share records which meets the criteria. With that in Place I created a process builder that automatically updates the contact record when the criteria is met - This record is then automatically shared with Pardot Connection user.In the same process builder I added an action that would create object changelog record with the following parameters; 1. Object email = Reference Contact email 2. Object FID = Reference Contact 18 digit ID 3. object State = Number = 1 4. Object Type = Number = 1 5. Custom Object Label name reference = Contact ID *** Process builder is working objectchagelog being created but the record is not syncing. Can't find any documentation that would give information on how to use the fields by objectchangelog. Any help is appreciated Thanks!

  • Tim

    21/07/2016 at 9:48 am
    Reply

    Marketo is a native integration to SFDC. Much better than their own product, Pardot.

    • Jenna Molby
      to Tim

      21/07/2016 at 7:29 pm
      Reply

      I agree. Marketo has an SFDC integration that is less manual (i.e. you don't have to manual import users or manual add fields), although Pardot does have a faster sync time. Most records sync within 2 minutes. I also like that there's an easy way to choose which leads/contacts sync over.

    • Tim
      to Jenna Molby

      25/07/2016 at 7:33 am
      Reply

      Thanks Jenna. I am actually a sales rep at Marketo. I hear this everyday.

Leave A Comment

Your email address will not be published. Required fields are marked *

About Me

Welcome to my blog, where I share, tips, tricks, thoughts and solutions that I learn in my daily life as a sales and marketing professional.

LEARN MORE

Categories
Most Commented
Popular Posts