Configure Your Pardot Account
After completing this unit, you’ll be able to:
- Map Prospect, Account, and Opportunity Custom Fields.
- Map Salesforce usernames to Pardot users.
- Set up Salesforce Pardot single sign-on.
- Import Salesforce leads and contacts into Pardot.
- Add Pardot to the Salesforce mobile app.
Map Prospect, Account, and Opportunity Custom Fields
You’ve installed the Pardot AppExchange package and the Salesforce connector and configured Salesforce. Your next step is mapping the Salesforce custom fields to Pardot custom fields so they sync back and forth. Here’s how.
- In Pardot, navigate to Admin | Configure Fields | Prospect Fields.
- Click +Add Custom Field.
- Enter an internal name for your custom field.
- Press Tab to automatically generate a custom field ID.
- Enter tags, if applicable.
- Select the Salesforce.com Field Name you would like the Pardot field to sync with.
- Select the appropriate settings.
- Select Sync Behavior.
- “Use the most recently updated record” offers a bidirectional sync between Pardot and Salesforce.
- Select the Type of field you would like to create.
- Select additional settings as appropriate.
- Click Create Custom Field.
You’ve now successfully mapped a custom prospect field in Pardot to the corresponding field in Salesforce. If you’re using custom Account or Opportunity fields in Pardot, you can map those too, following the same process.
To learn more about bidirectional sync behavior, check out the Syncing Prospect Field Values with Salesforce article.
Map Salesforce Usernames to Pardot Users
Any users with assigned prospects in Pardot should have a Salesforce username selected in their user settings. If a user doesn’t have this set up, Pardot reassigns their prospects to the Salesforce connector user in Pardot. Here’s how to map users individually.
- In Pardot, navigate to Admin | User Management | Users.
- Click to the far right of the chosen user, and click Edit.
- Scroll down and select the appropriate Salesforce user from the CRM Username dropdown menu.
- Click Save user.
You should now see your Pardot username and your CRM username together in the Email/CRM column.
If you have a large number of users to map, you can do the mapping all at once via import.
Set Up Salesforce Pardot Single Sign-On
Salesforce/Pardot single sign-on (SSO) enables users to transfer seamlessly between Salesforce and Pardot without needing to separately log in to accounts. SSO also prevents Salesforce users from having to enter their Pardot username and password in order to view a Visualforce page in a lead or contact record. You can enable SSO for your users in Pardot either by performing a user import at the individual user level or by following these steps.
- In Pardot, Navigate to Admin | User Management | Users.
- Use the checkboxes on the left side of the table to select all users for whom you wish to enable SSO.
- From the dropdown at the bottom left of the users table, select Enable single sign-on with CRM.
- Click Go.
You see a green checkmark icon and a blue wrench icon when single sign-on is successfully applied.
Now that single-sign on is enabled, you can access Pardot right inside your Salesforce account! Here’s how.
- In Salesforce, type
Pardotinto the App Launcher.
- Select Pardot.
- And then select the Pardot menu item.
You should now see your Pardot account dashboard inside your Salesforce account.
Import Salesforce Leads and Contacts into Pardot
Once you’ve connected Salesforce and Pardot, you can import your existing leads and contacts into Pardot. (The connector doesn’t automatically create prospects in Pardot from existing Salesforce leads and contacts; you need to import them first.) You only need to do this once to establish your initial sync. Once the import finishes, Pardot syncs the new prospect record with the existing Salesforce lead or contact record, and any future updates sync automatically.
- In Pardot, navigate to Admin | Import | Prospects.
- Drag the CSV file from your computer, or click + Upload File.
- Check the required Compliance field to verify that you have read Pardot’s Permission Based Marketing Policy.
- Click Next to load the CSV file into Pardot.
- Map fields in your CSV file to corresponding fields in Pardot.
- Pardot automatically suggests mappings based on column headers.
- You must map email address. You can also choose to sync prospects based on their Salesforce lead or contact ID as well as their email address.
- You can overwrite existing data by checking the overwrite existing data box.
- Click Next.
- Select Website Tracking as the campaign for the prospects you are importing.
- Add tags if applicable.
- Click Next.
- Choose a Select Action option.
- Click Next.
- Click Confirm & Save.
Add Pardot to the Salesforce Mobile App
Now that you’ve successfully connected your company’s Salesforce account to Pardot, you can make that data accessible anywhere with Salesforce. It’s likely that your users are already accessing Salesforce on the go via the mobile app. Now they can find Pardot data just as easily.
For Pardot users, Salesforce Engage hooks your sales team into your marketing automation solution by giving them access to the tools they need to build personalized relationships with customers. You can create email templates and engagement campaigns to save time for your reps. With instant access to marketing-approved content, they can focus on adding the personal touches that help distinguish your brand and close more deals. Learn more with the Salesforce Engage Basics module.
Pardot is integrated with the Salesforce mobile application platform. To access Pardot information on the lead or contact record in the mobile app, you must install it and then edit your lead and contact page layouts in Salesforce.
Here’s how to edit the layouts for mobile access.
- Log in to Salesforce.
- In the Object Manager, click Lead | Page Layouts.
- Click Edit from the down arrow next to Lead Layout.
- Select Visualforce Pages in the page layout editor.
- Drag the Pardot Mobile Activities field into the Mobile Cards section.
- Drag the Pardot Mobile List Membership field into the Mobile Cards section.
- Drag the Pardot Mobile Social Data field into the Mobile Cards section.
- Click Save or Quick Save.
Repeat these steps to add the Pardot Mobile fields to your contact page layout in Salesforce.
Wow, we’ve covered a lot in this module! You’ve mapped your Pardot fields to Salesforce fields and matched your Pardot user accounts to Salesforce user accounts, plus enabled single-sign-on between the two platforms You’re all set to have Pardot and Salesforce start working together for you.