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Configure Your Salesforce Account

Learning Objectives

After completing this unit, you’ll be able to:

  • Map leads to contact fields in Salesforce.
  • Add Pardot information to lead and contact page layouts.
  • Add Pardot buttons to Salesforce layouts.

Map Leads to Contact Fields in Salesforce

Once you’ve set up the connector, anytime you create a new prospect in Pardot that doesn't have a corresponding lead record in Salesforce, Pardot generates a new lead for it. However, when Pardot converts that lead to a contact in Salesforce, the contact record may not pull in all the data from the lead record.

Mapping your leads to contact fields in Salesforce ensures that Salesforce passes the data successfully to the contact record.

To map your lead fields to contact fields:

  1. In Salesforce, from Setup, click Object Manager on the menu.
  2. Click Lead.
  3. Click Fields & Relationships.
  4. Click Map Lead Fields.
  5. Click the Contact tab.
  6. For the fields beginning with Google Analytics and Pardot, choose the corresponding contact fields from the dropdown.
  7. Click Save when you’ve finished mapping all desired fields. The Contact tab on the Custom Fields page, showing Google Analytics Lead Fields mapped to corresponding Google Analytics Contact Fields

Add Pardot Information to Lead and Contact Page Layouts

When you install the Pardot AppExchange Application, it automatically sets up Pardot fields for you in Salesforce but doesn’t display them by default. To display the Pardot fields, you need to edit several of your Salesforce settings. To keep things organized, we recommend creating a Pardot section on your lead and contact page layouts to contain all Pardot fields. Here’s how.

  1. Still in the Object Manager, click Lead | Page Layouts.
  2. Click the down arrow to the right of Lead Layout, and click Edit.
  3. Using the drag-and-drop layout editor at the top of the page, drag a Section
    field onto your Lead layout page.
    The Section field is the first field in the Fields table.
  4. In the popup window, for Section Name, enter Pardot.
  5. Make sure the checkboxes to display section headers on both the Detail Page and the Edit Page are selected.
  6. Select 2-column for number of columns.
  7. Select Left-Right for the Tab-key Order.
  8. Click OK.
  9. Return to the Fields section in the page layout editor and scroll right to locate the Pardot custom fields.
  10. Drag all the Pardot fields into your new section.
  11. Click Save.
  12. Now, click Object Manager | Contact | Page Layouts and repeat the steps for your contact page layout as well. Lead Page Layout page, showing available Pardot fields

Now that you’ve got Pardot fields on your leads and contact page layouts, you can add a new section for Pardot activities, list memberships, and social data, so you can access this information in your Salesforce account. 

  1. Drag a new Section into your page layout.
  2. For Section Name, enter Pardot Activities.
  3. Uncheck the checkboxes for section headings.
  4. Select 1-column.
  5. Click OK.
  6. Click Save.
  7. In the layout editor, scroll down and click Visualforce Pages.
  8. Drag Pardot Activities, Pardot List Membership, and Pardot Social Data into the Pardot Activities section.
  9. Click Save. Pardot Activities and Pardot Social Data on the Lead Page Layout

Add Pardot Buttons to Salesforce Layouts

  1. Click Object Manager | Campaign | Buttons, Links, and Actions.
  2. Click New Button or Link.
  3. For Label, enter Add to Pardot List.
  4. Press tab to automatically generate a custom field ID.
  5. For Description, enter Add lead or contact to Pardot List.
  6. Select Detail Page Button as Display Type.
  7. From the Behavior dropdown, select Display in existing window with sidebar.
  8. From the Content Source dropdown, select URL.
  9. In the syntax box, paste the following code:

    https://pi.pardot.com/list/pullCrmCampaign/fid/{!Campaign.Id}/campaignName/{!URLENCODE(Campaign.Name)}/leadCount/{!Campaign.NumberOfLeads}/contactCount/{!Campaign.NumberOfContacts}?sessionid={!$Api.Session_ID}&serverurl={!$Api.Partner_Server_URL_90}
  10. Click Save.

Now that you’ve made the button, you need to add it to your lead and contact page layouts. To segment prospects within Salesforce and sync them into a new or existing Pardot list, add the button to your Salesforce campaign object.

  1. Click Object Manager | Campaign | Page Layouts.
  2. Click the down arrow next to Campaign Layout, and click Edit.
  3. In the page layout editor, select Buttons.
  4. Drag the Add to Pardot List button into the Custom Buttons box inside Campaign Detail.
  5. Click Save. Campaign Page Layout, showing the custom Add to Pardot List button placed on the Campaign Detail section in the Custom Buttons area

Resources

retargeting