The Marketing Cloud Account Engagement (Pardot) and Salesforce integration can be used to pass data back and forth between Pardot and Salesforce. In this article, learn everything about the Salesforce connector including what objects are synced, what happens if the prospect already exists in Pardot and how Pardot, and how to map Salesforce users to Pardot users.

Two different sync methods

• All Records 
• Select Records using Marketing Data Sharing 

Objects that sync from Salesforce to Pardot

• Leads
• Contacts
• Accounts
• Opportunities
• Campaigns
• Custom Objects (Available in: Pardot Advanced Edition and Available for an additional cost in: Pardot Plus Edition)

Synced but requires mapping in Pardot

• Users
• Custom Fields

Syncing prospects from Pardot to Salesforce

A prospect is synced to Salesforce when the record has been assigned to a user. A user can be assigned using a completion action or by using an automation rule.

Since Pardot uses email address as its unique identifier**, Pardot will check to see if there’s a contact in Salesforce with the same email address and then check if there’s a lead with the same email address. If there’s no email address that matches the prospect in Salesforce, Pardot will create a new lead in Salesforce. This can be illustrated with this flow chart.

You can also navigate to the connector settings and run a full sync.  Learn more about what causes a prospect to sync from Pardot to Salesforce here.

** If your Pardot account allows for multiple prospects with the same email address, there are some requirements for the record to sync to Salesforce. 

Syncing Prospects from Salesforce to Pardot

By default new leads and contacts within Salesforce will not sync over to Pardot automatically. There are 3 ways to sync new leads and contacts from Salesforce to Pardot:

• By 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.
• Enable the option in the Salesforce connector to ‘automatically create prospects if they are created as a lead or contact in Salesforce.com’. This feature is not retroactive so you will need to upload a CSV into Pardot that includes the CRM ID and email address to trigger Salesforce records to sync. 

• Run a full sync (Pardot Settings > Connectors > Gear Icon > Sync All Prospects)

Once the Pardot prospect and the Salesforce lead/contact are connected, Pardot will check for changes in Salesforce every 2-4 minutes. 

Connected Campaigns: Salesforce Campaigns and Pardot Campaigns 

The launch of Connected Campaigns in 2019 streamlined how Salesforce and Pardot campaigns are used, allowing management of campaigns to be managed within Salesforce. Plus, if you enable Campaign Member Sync your prospects will be added to campaigns as campaign members. 

Prospects can be added to a Salesforce campaign using the following methods:

• Automation Rules 
• Segmentation Rules
• Completion Actions
• Engagement Studio Program

When you set up a rule using one of these methods you will be able to see the action criteria to add to Salesforce campaign.

Mapping Fields Salesforce Fields to Pardot Fields

When you verify your Salesforce connector with Pardot, the default fields for leads/contacts and accounts are set up automatically. Any custom fields will need to be created in Pardot and mapped to the corresponding Salesforce field.

Mapping Salesforce Users to Pardot Users

Each Salesforce user will need to be created in Pardot as well, so you can assign Pardot prospects to a sales rep. You can create users in 4 ways:

• Manage User Sync In Pardot (Pardot Settings > Connectors > User Sync) by mapping Salesforce Profiles to Pardot Roles
• Manage User Sync In Salesforce 
• Create directly in Pardot (Pardot Settings > User Management > Users)

• Uploading a CSV file

Troubleshooting

I changed a contact’s email address in Salesforce, but the change isn’t syncing to Pardot.

This is the expected behavior of the Salesforce connector unless you have the setting Automatically change email addresses in Pardot to reflect changes in Salesforce.com enabled under the Salesforce connector settings.

My Prospects aren’t syncing to Salesforce.

First, check to see that there wasn’t an error while syncing the prospects to Salesforce. You can view sync errors by navigating to Pardot Settings > Connectors > Sync Errors

Fix any errors and try syncing the record with Salesforce again.

If you have no errors, make sure the record is assigned to a user. You can check this by clicking into the prospect in Pardot and looking for an assigned user under the Insight table.

Have other questions about the Pardot and Salesforce Integration? Ask in the comments!

Original article: Everything You Need to Know About the Pardot and Salesforce Integration

©2023 The Spot. All Rights Reserved.

The post Everything You Need to Know About the Pardot and Salesforce Integration appeared first on The Spot.

The Marketing Cloud Account Engagement (Pardot) and Salesforce integration can be used to pass data back and forth between Pardot and Salesforce. In this article, learn everything about the Salesforce connector including what objects are synced, what happens if the prospect already exists in Pardot and how Pardot, and how to map Salesforce users to Pardot users.

Two different sync methods

• All Records 
• Select Records using Marketing Data Sharing 

Objects that sync from Salesforce to Pardot

• Leads
• Contacts
• Accounts
• Opportunities
• Campaigns
• Custom Objects (Available in: Pardot Advanced Edition and Available for an additional cost in: Pardot Plus Edition)

Synced but requires mapping in Pardot

• Users
• Custom Fields

Syncing prospects from Pardot to Salesforce

A prospect is synced to Salesforce when the record has been assigned to a user. A user can be assigned using a completion action or by using an automation rule.

Since Pardot uses email address as its unique identifier**, Pardot will check to see if there’s a contact in Salesforce with the same email address and then check if there’s a lead with the same email address. If there’s no email address that matches the prospect in Salesforce, Pardot will create a new lead in Salesforce. This can be illustrated with this flow chart.

You can also navigate to the connector settings and run a full sync.  Learn more about what causes a prospect to sync from Pardot to Salesforce here.

** If your Pardot account allows for multiple prospects with the same email address, there are some requirements for the record to sync to Salesforce. 

Syncing Prospects from Salesforce to Pardot

By default new leads and contacts within Salesforce will not sync over to Pardot automatically. There are 3 ways to sync new leads and contacts from Salesforce to Pardot:

• By 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.
• Enable the option in the Salesforce connector to ‘automatically create prospects if they are created as a lead or contact in Salesforce.com’. This feature is not retroactive so you will need to upload a CSV into Pardot that includes the CRM ID and email address to trigger Salesforce records to sync. 

• Run a full sync (Pardot Settings > Connectors > Gear Icon > Sync All Prospects)

Once the Pardot prospect and the Salesforce lead/contact are connected, Pardot will check for changes in Salesforce every 2-4 minutes. 

Connected Campaigns: Salesforce Campaigns and Pardot Campaigns 

The launch of Connected Campaigns in 2019 streamlined how Salesforce and Pardot campaigns are used, allowing management of campaigns to be managed within Salesforce. Plus, if you enable Campaign Member Sync your prospects will be added to campaigns as campaign members. 

Prospects can be added to a Salesforce campaign using the following methods:

• Automation Rules 
• Segmentation Rules
• Completion Actions
• Engagement Studio Program

When you set up a rule using one of these methods you will be able to see the action criteria to add to Salesforce campaign.

Mapping Fields Salesforce Fields to Pardot Fields

When you verify your Salesforce connector with Pardot, the default fields for leads/contacts and accounts are set up automatically. Any custom fields will need to be created in Pardot and mapped to the corresponding Salesforce field.

Mapping Salesforce Users to Pardot Users

Each Salesforce user will need to be created in Pardot as well, so you can assign Pardot prospects to a sales rep. You can create users in 4 ways:

• Manage User Sync In Pardot (Pardot Settings > Connectors > User Sync) by mapping Salesforce Profiles to Pardot Roles
• Manage User Sync In Salesforce 
• Create directly in Pardot (Pardot Settings > User Management > Users)

• Uploading a CSV file

Troubleshooting

I changed a contact’s email address in Salesforce, but the change isn’t syncing to Pardot.

This is the expected behavior of the Salesforce connector unless you have the setting Automatically change email addresses in Pardot to reflect changes in Salesforce.com enabled under the Salesforce connector settings.

My Prospects aren’t syncing to Salesforce.

First, check to see that there wasn’t an error while syncing the prospects to Salesforce. You can view sync errors by navigating to Pardot Settings > Connectors > Sync Errors

Fix any errors and try syncing the record with Salesforce again.

If you have no errors, make sure the record is assigned to a user. You can check this by clicking into the prospect in Pardot and looking for an assigned user under the Insight table.

Have other questions about the Pardot and Salesforce Integration? Ask in the comments!

Original article: Everything You Need to Know About the Pardot and Salesforce Integration

©2023 The Spot. All Rights Reserved.

The post Everything You Need to Know About the Pardot and Salesforce Integration appeared first on The Spot.

Congratulations and welcome to Salesforce Marketing Cloud Account Engagement (Pardot) family! Not sure where to start? We promise it is not as scary as you think it might be.  We have created this Pardot implementation plan and checklist to help get you started. After reviewing the official Pardot Implementation Guide, we created a project plan Google Sheet to keep track of tasks, notes, and documentation. 

Get the Pardot Implementation Checklist Template

Look for the method you’ll use to open the Pardot implementation checklist template below. You’ll also find instructions for using the template.

Google Users

If you have a Google Account: Click here to open the template in your browser and make a copy. Navigate to File > Make a copy > Update the document name and save to your drive.

Microsoft Excel Users

If you don’t have a Google account, you can download to an Excel file instead. To do that, open the template in your browser and make a copy. Navigate to File > Download > Microsoft Excel. 

Using the template

We have organized the templates into 3 different tabs: 

1. Tasks
2. Timeline
3. Key Documents  

Task lists

The task list is broken into 5 sections: Planning, General Set up & Technical Items, Salesforce Connector, Marketing Assets, and Integrations. The setup tasks include all the tasks listed in the official Pardot Implementation Guide.

Timeline

Sometimes it is good to see all the tasks visualized in a timeline, and you know someone is going to ask for it, so I added in a timeline tab just for that. Just update the start and due dates for your project and the timeline will also update.  

Key Documents

There are lots of planning discussions that happen when implementing Pardot, so you will want to document final decisions and make sure that everyone can easily access the documentation. 

For example, did you finalize your naming convention and folder structure? Make sure to put it in a document on a shared drive and add the link to this tab. 

Get Pardot Implementation Guidance

Still feeling overwhelmed with your implementation? Or have questions about Lightning builders or B2BMA setup? Don’t hesitate to reach out. The team at Sercante is here to help. 

Original article: A Free Pardot Implementation Checklist and Planning Template

©2022 The Spot. All Rights Reserved.

The post A Free Pardot Implementation Checklist and Planning Template appeared first on The Spot.