01 Salesforce-Pardot Connector Implementation Guide

Only one Salesforce Connector per Pardot

If Salesforce org has clickjack protection enables, add clickjack protection-compatible Visualforce page to Pardot data in Salesforce

Contact support to enable Person Account connections

Pardot syncs with Salesforce using email address

2 minute between syncs

New Pardot accounts have the connector set in paused state.

Control what records are synced

If you are using multiple Pardot account to connect to one Salesforce org, you can only use the integration user if Marketing Data

Sharing is also implemented.

Salesforce updates to Prospect fields can trigger Pardot automation rules related to those fields

Pardot Assigned Prospects are created as a lead if the prospect is not syncing ( no email match ) with a record in Salesforce

If a prospects assigned User isn’t mapped to a Salesforce user – in Salesforce the prospect is assigned to the the connector user

Prospects sync on an individual level, not on the company level

Pardot uses the CRM ID to sync.IIt will also use the email address. If multiple records with the same email address exist, it will sync with the first record. Non-matching Prospects a created as a Lead record.

Pardot activities appear in the Prospect Activity window, but only email are created as a CRM activity or task.

Email syncing is controlled by the connector

Opportunity activities are included in the default scoring.

Salesforce support can disable Opportunities syncing

If Salesforce has duplicate records, the Activity iFrame appears on all, but on the data fields appear on the syncing record

CRM ID is used for matching when multiple prospects with the same email is allowed.

If multiple emails exist, and no CRM ID, the prospects syncs to the record with the most recent activity

When Pardot finds a record has been merged, it updates its records and moves the old record to Pardot recycle bin.

Can’t disable Salesforce User Sync after it’s enabled

Salesforce User Sync is NOT recommended for multiple Pardot accounts with one Salesforce org. Can’t sync subsets of users with the same Profile

If using Pardot Business Units – assigned different profiles per Business unit

If a deleted Pardot user is mapped to an active Salesforce user, that user is restored

When a profile is selected to sync, ALL Users with that profile are synced. You cannot segment them.

Synced users follow Salesforce login restrictions – ignoring any Pardot restrictions

Users created in Pardot, them mapped to a Salesforce User are converted to a synced user

Some Pardot User fields don’t sync to Salesforce

Activities Move to Salesforce when Salesforce User Sync is enabled

Pardot Email notification is disabled for new synced users

Pardot follows the Salesforce users language preference ( Japanese, French, German, Spanish)

Synced Users cannot access the following