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Syncing Between Pardot and
Salesforce
Salesforce Winter
salesforcedocs
Last updated October
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as are other names and marks Other marks appearing herein may be trademarks of their respective owners
CONTENTS
SYNCING BETWEEN PARDOT AND SALESFORCE
Getting Started with the Salesforce Connector
Setting Up the Salesforce Connector
Map Custom Leads Fields to Contacts Fields
Setting Up Pardot Custom Fields in Salesforce
Understand Sync Options for Pardot Accounts and Salesforce Person Accounts
Sync Leads between Pardot and Salesforce
Tracking Prospects as Salesforce Contacts
SYNCING BETWEEN PARDOT AND SALESFORCE
Getting Started with the Salesforce Connector
Sync newly created prospects contacts and leads between Pardot and Salesforce activities
The Salesforce connector an AppExchangecertified solution helps you streamline disparate
marketing channels from within Pardot
Records sync between in Pardot and Salesforce at least every minutes The sync process handles
as many as records every minutes and up to every hour
EDITIONS
Available in Salesforce
Classic
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Setting Up the Salesforce Connector
Set up your Salesforce connector for either production or sandbox environments
EDITIONS
Choose the option that best describes your situation
Youll set up the connector using the
If youre setting up the connector for instructions in
Either a production or a sandbox
environment for the first time
Set Up the Connector to Sync with Either
Production or Sandbox Environments
A sandbox environment in addition to an
Set Up the Connector to Sync with Sandbox
already existing connector youve already set Environments
up for your production environment
Available in Salesforce
Classic
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Prepare Salesforce for Connecting to Pardot
Install an AppExchange package to get Salesforce ready to connect and sync with Pardot
The package youll download from the AppExchange automatically updates Salesforce with a
custom application custom tab and custom fields for leads and contacts After you install the
package youll see a custom tab for the Pardot LeadDeck application Keep in mind that you may
need to customize your view to display the custom fields for leads and contacts This helps your
sales teams share information between Pardot and Salesforce
EDITIONS
Available in Salesforce
Classic
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Syncing Between Pardot and Salesforce
Set Up the Connector to Sync with Either Production or
Sandbox Environments
If youre installing the
Pardot AppExchange
package for a
You need to
Production environment
Go to the Pardot AppExchange package for production environments
Click Continue to install the package
When prompted for your username and password enter your production username and password
Review the actions and click Deploy to complete the installation
Confirm with your Salesforce administrator you have read permissions for ObjectChangeLogs
Sandbox environment
Log out of Salesforce
Go to the Pardot AppExchange package for sandbox environments
When prompted for your username and password enter your sandbox username and password
Click Continue to install the package
Review the actions and click Deploy to complete the installation
Confirm with your Salesforce administrator you have read permissions for ObjectChangeLogs
Set Up the Connector to Sync with Either Production or Sandbox
Environments
Get your Salesforce connector ready to sync between Pardot and Salesforce for either a product or
a sandbox environment
EDITIONS
Complete this procedure only if this is the first time youre establishing your connector Youll need
administrative rights in Salesforce for this procedure
Available in Salesforce
Classic
From Salesforce Setup enter Network Access in the Quick Find box then select
Network Access
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Create these trusted IP ranges
Start IP Address
End IP Address
Syncing Between Pardot and Salesforce
Set Up the Connector to Sync with Either Production or
Sandbox Environments
Add the Connector to Pardot
Add and manage connector settings directly in Pardot
EDITIONS
Complete this procedure only if this is the first time youre establishing your connector and you
have administrative rights in Salesforce
In Pardot hover over Admin then click Connectors
Available in Salesforce
Classic
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Click Add Connector
Select Salesforce
Type a name for the connector
Use a name that makes it easy for you to identify your connector
USER PERMISSIONS
Example Salesforce Connector
Type your Salesforce username and password
Keem in mind that when your Salesforce password changes youll need to update the Salesforce
password for your connector
To create records
Create Update and
Read on contacts and
leads
Options for Customizing the Connector
Customize the connector based on your preferences
EDITIONS
Select any of these options to customize your connector
Available in Salesforce
Classic
The option
Which
Automatically create
prospects in Pardot if
theyre created
in Salesforce
Enables a trigger to set any newly created leads or contacts in Salesforce
to sync to Pardot This wont happen for historical leads or
contactsonly for those created after installing the Pardot
AppExchange package in Salesforce and will work only for leads and
contacts created with an email address
If this feature is enabled later on any leads and contacts with email
addresses that were created after the Pardot package was installed in
Salesforce will be pushed down to Pardot Select a default
campaign from the dropdown for any prospect created with this option
Automatically change
emails in Pardot to
reflect changes
in Salesforce
Automatically updates email addresses for Pardot prospects if an email
address of a lead or contact is updated in Salesforce
Automatically match
Salesforce users to
Pardot users
Lets you send emails from any user fields including for example
support contacts and account managers
Exclude Salesforce
Partner and Customer
Portal users from
Prospect assignment
Prevents Salesforce Partner and Customer Portal users from displaying
in the CRM Username dropdown when you edit a user in Pardot
Learn more about keeping email address updates in sync in About
Email Address Updates Between Salesforce and Pardot
Learn how to set up this functionality is Send Emails from Salesforce
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Syncing Between Pardot and Salesforce
Set Up the Connector to Sync with Sandbox Environments
The option
Which
Allow editing of Prospect lists
within the CRM
Lets users add and remove Pardot prospects from within Salesforce If you check this box you
must add the Visualforce elements to your Leads and Contacts page layouts
Connect to a Salesforce sandbox
account
Lets you connect to a sandbox environment
Sync emails with the CRM
Automatically logs an activity for every email sent to a prospect list drip autoresponder and
to prospect emails
Note This can quickly fill up your activity views especially on an account object Disabling
Email Logging in Pardot is not retroactive If the email logging may interfere with your
workflow in Salesforce we recommended that you do not enable this option
Sync plugin emails with the CRM
Logs an activity for emails you send through Pardot for Microsoft Outlook our Thunderbird
extension our Apple Mail plugin or our addin for Gmail
Enable Salesforce emails for task
creation
Lets you send a notification email to users when a task is created
Enable Salesforce emails for
assignment rules
Lets Salesforce send a notification email to users when assignment rules run
Enable Salesforce emails for user
and queue assignments
Lets Salesforce send a notification email to users when an assignment takes place for a user or
queue
Set Up the Connector to Sync with Sandbox Environments
Get your Salesforce connector ready to sync between Pardot and your Salesforce sandbox
Complete this procedure only if you already have a Salesforce connector set up for your production
environment but want the connector to point to your sandbox environment instead
In Pardot hover over Admin then click Connectors
In the row for your Salesforce connector click
then Edit
In the Username field append NSPARDOT to your username
Example christinawillspardotcomNSPARDOT
EDITIONS
Available in Salesforce
Classic
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
If your sandbox password differs from your password in production enter your sandbox one
in the Password field
Select the option Connect to a Salesforce sandbox account
Because your sandbox is a copy of your production Salesforce organization youll see the connector for your sandbox too
Syncing Between Pardot and Salesforce
Whitelist Pardot IP Addresses in Salesforce
Whitelist Pardot IP Addresses in Salesforce
Set up Pardot IP addresses in Salesforce so that Pardot can communicate with Salesforce
EDITIONS
Complete this procedure only if it is the first time youre establishing your connector and your
organization restricts IP access at the User Profile level You need administrative rights in Salesforce
for this procedure
From Salesforce Setup enter Network Access in the Quick Find box then select
Network Access
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Create these trusted IP ranges
Start IP Address
End IP Address
Available in Salesforce
Classic
Turn On the Connector
Complete a simple task to turn on the Salesforce connector so that you can begin syncing between
Pardot and Salesforce
EDITIONS
In Pardot hover over Admin then click Connectors
Available in Salesforce
Classic
In the row for your Salesforce connector click verify now
If Pardot is able to send data to and receive data from Salesforce the status will change to
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Map Custom Leads Fields to Contacts Fields
Get the most out of contacts created from converted leads when you map custom fields between
the two record types
EDITIONS
The connector creates leads in Salesforce from prospects in Pardot But when you convert those
Salesforce leads to contacts only standard fields from the contacts appear for the newly converted
contacts Mapping custom fields between leads and contacts ensures you see all the information
that helps you with your marketing and sales efforts
Available in both Salesforce
Classic and Lightning
Experience
From the object management settings for leads go to the fields area and then click Map Lead
Fields
For each custom lead field choose a custom account contact or opportunity field into which
you want the information inserted when you convert a lead
Click Save
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Syncing Between Pardot and Salesforce
Setting Up Pardot Custom Fields in Salesforce
Setting Up Pardot Custom Fields in Salesforce
Get your custom Pardot fields to appear in Salesforce
EDITIONS
The AppExchange package you installed to get Salesforce ready to connect and sync with Pardot
sets up the custom fields for you but the fields do not appear in Salesforce automatically You need
to complete a procedure to have these custom fields appear in Salesforce
Available in Salesforce
Classic
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Add Sections to Leads and Contacts Page Layouts
Complete a procedure for getting Pardot fields to appear in leads and contacts page layouts
In Salesforce from the object management settings for leads go to Page Layouts
A draganddrop box including your field options appears at the top of the page
Drag a Section field to your Leads page layout
In the popup window enter section name Pardot
For the number of columns select Double
Select the option for showing the section heading and then click OK
EDITIONS
Available in Salesforce
Classic
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Return to the Fields section of the draganddrop editor and scroll right to locate the Pardot
custom fields
Drag all the Pardot fields into your new section
Add another section using the draganddrop editor but for the number of columns select Single
Select the option for showing the section heading and then click OK
Select Visualforce Pages tab and drag Pardot Lead Activities and Pardot Lead List Membership into your new section
Set Up Salesforce to Add Campaign Prospects to Pardot
Set up Salesforce to quickly get prospects from your Salesforce campaigns into Pardot
EDITIONS
From the object management settings for campaigns in Salesforce Setup go to Page Layouts
Edit the layout and select Buttons
Drag the Add to Pardot List button to your row of custom buttons at the top of the Campaign
view
Save the layout
Available in both Salesforce
Classic and Lightning
Experience
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Syncing Between Pardot and Salesforce
Set Up Salesforce for Adding Leads and Campaigns to Pardot
Set Up Salesforce for Adding Leads and Campaigns to Pardot
Easily add buttons in Salesforce that make it easy to add leads and campaigns to Pardot as well as
send Pardottracked email from Salesforce
EDITIONS
If you want to add Salesforce leads and campaigns to Pardot set up and use the Send to Pardot
button If email address associated with the Salesforce records
Available in Salesforce
Classic
Dont yet exist in Pardot the Send to Pardot feature creates new records for you in Pardot
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Already exist in Pardot no harm doneyou wont get duplicate records in Pardot
If you want to send Pardottracked email from Salesforce set up and use the Send Pardot Email
button You can send freeform tracked email or use a marketing approved Pardot email template
to send email to a lead or contact
Log in to Salesforce as an administrator
From the object management settings for leads go to Page Layouts
A draganddrop box including your field options appears at the top of the page
In the Lead Layout box select Buttons
Select the Send to Pardot button and drag it into the Lead Detail section
Select the Send Pardot Email button and drag it into the Lead Detail section
Save the layout
Repeat Steps through for Contacts
Assign Your Salesforce Username to the Connector
Make sure that any actions you take with the connector are associated with you
EDITIONS
In Pardot hover over Admin then click User Management Users
In the row for your user profile click
Available in Salesforce
Classic
then Edit
Scroll to the bottom of the Edit User box
Select your Salesforce username from the dropdown menu
Click Save user
When youre in your Pardot user profile youll see your Salesforce username in the CRM
Username field Click Verify and enter your Salesforce password
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Set Up Single SignOn for Salesforce and Pardot
Avoid having to sign on to your two separate Salesforce and Pardot systems
EDITIONS
Log in to Pardot
Available in Salesforce
Classic
Hover over your email address and then click My Settings
Verify that your Salesforce username is correct If its correct cluck Verify If you need to change
or add it click Edit My User Information to change or add it
When prompted enter your Salesforce password and then click Verify
Youll receive a message letting you know whether the validation was scuuessful
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Syncing Between Pardot and Salesforce
Send Emails from Salesforce
If the validation was successful log in to Salesforce and select the Pardot tab
You should be able to see the contents of the tab without having to log in to Pardot separately
Send Emails from Salesforce
Send emails from any user field including support contacts account managers or anyone who is
attached to a Pardot prospect
EDITIONS
Setting up your users and the necessary custom fields in Pardot lets you take advantage of this
feature and send emails to prospects that could appear to come from any user in Salesforce
Available in Salesforce
Classic
In
Do this
Salesforce Create the field youd like to use to contain your CRM User Value eg Relationship
Manager on the lead or contact record in Salesforce This field should be the
type Lookup Field If you already have the field created make sure that its a
Lookup Field and that its successfully populated
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Populate the lookup field with the user
Pardot
Create matching user seats for any Salesforce users
On the user record map the Pardot user seat to the Salesforce user This lets
Pardot to infer information about the user for variable tags when sending the
email
Create a custom field in Pardot with the designated type CRM User to hold the
field values on the prospect record This field is a readonly field in Pardot
Map the custom field to the corresponding salesforcecom field
About Email Address Updates Between Salesforce and Pardot
Learn how email address updates for your Salesforce contacts and leads automatically sync to your
corresponding prospects in Pardot
EDITIONS
When you update email addresses either manually or with Datacom for your Salesforce contacts
and leads the following sync cycle updates the email addresses for corresponding Pardot prospects
Also if you merge Salesforce contacts or leads and the email addresses for your primary records
differ from the corresponding Pardot prospects the following sync cycle updates email addresses
for your prospects
Available in Salesforce
Classic
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
What Syncs when Email Addresses are Missing in Salesforce
or Pardot
If you have Salesforce contacts or leads that dont include email addresses but then subsequently add them the sync cycle will not
create new prospects in Pardot If however prospects with matching email addresses already exists in Pardot the sync cycle will update
email addresses for the matching Salesforce leads or contacts
Syncing Between Pardot and Salesforce
Understand Sync Options for Pardot Accounts and Salesforce
Person Accounts
Understand Sync Options for Pardot Accounts and Salesforce Person
Accounts
Easily sync leads between the two systems after you assign your Pardot prospects to users
EDITIONS
Consider these options before you sync Pardot accounts and Salesforce person accounts
Available in Salesforce
Classic
If you want You should know that
Pardot to
Create leads in
Salesforce and
sync with
person
accounts
By default the connector creates Salesforce records as leads But when leads are
converted to person accounts Pardot is unable to recognize person accounts
Pardot cant sync with person accounts Instead Pardot recreates leads to sync
with
If you use person accounts in Salesforce youll want to change this default
behavior By enabling person account syncing with lead creation Pardot still
creates records in Salesforce as leads but when the leads are converted into
person accounts Pardot syncs with the person account and no additional
Salesforce leads will be created for that prospect
With this syncing a Salesforce person account will sync to a Pardot prospect
record that is associated with an Account in Pardot which will not merge the
two records into one view as in Salesforce The field mapping will remain the
samecontact fields will map to prospect fields and salesforcecom account
level fields will map to Pardot account fields This means that the Account Owner
of a person account will sync to the Assigned User field on the account level in
Pardot
Create and
Assigned prospects that have updated default field values including the assigned
sync person owner in Salesforce sync roughly every ten minutes pushing the updates back
accounts only to the Pardot record because Salesforce wins in the event of a conflict in data
Updates to custom fields also sync with Salesforce pushing those back to the
Pardot record unless the option to have the Pardot value override the Salesforce
value is enabled for that custom field
Unassigned prospects in Pardot that have activities or updated records also sync
if records in Salesforce use the same email address Keep in mind that assigned
prospects take higher priority for syncing than those that are unassigned in Pardot
If there are no matching email addresses in Salesforce the prospect in Pardot
will not sync until its assigned to a user This means that the connector will not
create new records in Salesforce until the prospect is assigned in Pardot
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Syncing Between Pardot and Salesforce
Sync Leads between Pardot and Salesforce
Sync Leads between Pardot and Salesforce
Easily sync leads between the two systems after you assign your Pardot prospects to users
If you already have leads in Salesforce the connector will sync those leads to Pardot merging the
Pardot prospects and Salesforce leads between the two systems If data in common fields between
Salesforce and Pardot conflicts including lead owner the data from the Salesforce fields always
wins You can take advantage of this functionality when you set up custom fields in Pardot You
can also set up Pardot to send emails to prospects that appear to come from any user in Salesforce
Sync
Method
Do this
Manual
In Pardot when you click the link Synchronize with CRM prospects in Pardot and
leads in Salesforce sync instantly merging the data from Pardot with that from
Salesforce
EDITIONS
Available in Salesforce
Classic
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
Automatic Assigned prospects that have updated default field values including the assigned
owner in Salesforce sync roughly every ten minutes pushing the updates back to
the Pardot record because Salesforce wins in the event of a conflict in data Updates
to custom fields also sync with Salesforce pushing those back to the Pardot record
unless the option to have the Pardot value override the Salesforce value is enabled
for that custom field
Unassigned prospects in Pardot that have activities or updated records also sync if
records in Salesforce use the same email address Keep in mind that assigned prospects
take higher priority for syncing than those that are unassigned in Pardot If there are
no matching email addresses in Salesforce the prospect in Pardot will not sync until
its assigned to a user This means that the connector will not create new records in
Salesforce until the prospect is assigned in Pardot
Tracking Prospects as Salesforce Contacts
Automatically create contacts in Salesforce from your Pardot prospects
By default the Salesforce connector creates Salesforce leads from your prospects in Pardot If you
dont want to track your prospects as leads in Salesforce you can have a Pardot Services member
adjust the default setting so that Pardot creates contacts in Salesforce instead of leads
If this feature is enabled on your account Pardot will look first at your Salesforce leads to see whether
theres an existing lead record with the same email address with which Pardot can sync If theres
no existing lead record Pardot looks for an existing contact record with the same email address If
noSalesforce lead or contact exists with the same email address Pardot will create a new Salesforce
contact record
EDITIONS
Available in Salesforce
Classic
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions
