Configure Salesforce for the Salesforce-Pardot Connector

Learning Objectives

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

  • Map Pardot custom lead fields to contact fields.
  • Add Pardot buttons to Salesforce page layouts.
  • Add scoring category scores to page layouts.
  • Configure and unpause the Salesforce-Pardot Connector.

Map Leads to Contact Fields in Salesforce

Once you’ve set up the connector, Pardot generates a new lead anytime you create a new prospect in Pardot that doesn't have a corresponding lead record in Salesforce. 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 Salesforce passes the data successfully to the contact record.

The Fields & Relationships tab on the Leads showing lead fields.

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.

Show Pardot Information on Lead and Contact Page Layouts

When you install the Pardot AppExchange application, Pardot fields and Visualforce pages are added but they’re not displayed. Not to worry! Just a few steps and you can make sure these are displayed. To display the Pardot fields and Visualforce pages in Salesforce, add them to your Salesforce lead and contact page layouts.

  1. Open your lead or contact page layout for editing.

Lead Page Layout page

  1. Add the Pardot custom fields to the page layout.
    1. Add a section to the layout.
    2. Name the section.
    3. Select 2-Column, and click OK.
    4. Return to the Fields section of the drag-and-drop editor, and scroll right to locate the Pardot custom fields.
    5. Drag all the Pardot custom fields to the new section.
    6. Optionally, drag the Google Analytics fields to the section.
  2. Add Pardot activities and list membership to your layout.
    1. Add a section to the layout.
    2. Name the section.
    3. Select 1-Column, and click OK.
    4. In the editor, scroll to the Visualforce Pages section.
    5. Drag Pardot Activities, Pardot List Membership, and Pardot Social Data to the new section.
  3. Save your layout when finished.

Repeat these steps for lead and contact page layouts.

Add Custom Pardot Buttons to Salesforce Page Layouts

The Send to Pardot button makes it easy to add Salesforce leads or contacts to Pardot. If a corresponding record exists, the button syncs the records instead of creating a prospect. Note that Users must be SSO-enabled to use Send to Pardot.

The Send Pardot Email button lets Salesforce users who are assigned the Pardot permission set to send a Pardot-tracked email from Salesforce.

  1. Open your lead or contact page layout for editing.
  2. In the palette, scroll to Mobile & Lightning Actions.
  3. Select the Send to Pardot and Send Pardot Email buttons and drag them to the Salesforce Mobile and Lightning Experience Actions section.
  4. Save your page layout when finished.

Repeat these steps for lead and contact page layouts.

Add Scoring Category Scores to Page Layouts


If your Pardot account uses scoring categories, you can add the scores to your lead and contact page layouts. Let’s look at how to do this.

  1. Open your lead or contact page layout for editing.
  2. In the editor, click Related Lists.
  3. Drag Pardot Category Score to the layout.
  4. While here, you can also edit the Pardot Category Score properties to include only Scoring Category Name, Score, and Last Modified Date, and sort descending by score.

Let Users Edit Pardot List Membership in Salesforce

Users can add and remove leads and contacts from CRM-visible Pardot lists without leaving Salesforce. Here’s how to set that up. 

In Salesforce 

  1. Navigate to Setup|Object Manager|Page Layouts.
  2. Verify the Prospect List Membership Visualforce page is on lead and contact page layouts.
  3. Repeat this for the contact page layout.

In Pardot 

  1. Navigate to the Pardot Settings tab.
  2. Select Allow editing of Prospect Lists within the CRM in the Salesforce-Pardot connector’s settings.
  3. Enable CRM Visible for static lists you want to make available in Salesforce.

Give Users Access to Pardot Data in Salesforce

Apply the Pardot permission set that is included with the AppExchange package to any user who accesses or uses Pardot data in Salesforce.

  1. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
  2. Click Pardot.
  3. Click Manage Assignments.
  4. Select the users you want to assign the permission set to.
  5. Click Add Assignments.
Note

Note

Make sure you do not assign the Engage Permission set from this page! That permission set is done from the licensing page. 

Whew, that seems like a lot of steps, but your Salesforce-Pardot Connector is almost completely set up and ready to go. We have just a few more steps to take before you are off and running. In the next unit, we look at how to configure the Pardot side of the connector. 

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