Hi All, We are currently working to integrate Demandbase with our Pardot forms and we have run into an issue regarding States. For some reason, Demandbase only supports the 2 or 3 character ISO code for State/Province and we need to pass the full State name to Salesforce with the Lead.
Does anyone know a way to use Automation or Completion Rules in Pardot to allow us to translate 50 different State codes into the matching Full State Name? Does Pardot support anything like a lookup table to make this process easier?
Appreciate any thoughts or guidance from the group!
Hey @Katie Konrath yeah I use the 'most recently updated value' as the field setting (I actually use this setting on almost all of the fields that sync between Pardot and SF)
I think what you would want to do is set up the standard Pardot Prospect Country field to sync with a custom Lead/Contact Country field. Then you would use a couple Process Builder Processes in Salesforce (one for Leads and one for Contacts) that runs whenever the custom Lead/Contact Country field is changed. The Process should launch a field update based on a formula similar to this:
CASE( [Lead].Custom_Country__c,
'AD','Andorra',
'AE','United Arab Emirates',
'AF','Afghanistan'
...etc
and it should be used to update the standard Lead/Contact Country field.
A couple things to note:
1. You could do this through a Workflow Rule rather than Process Builder if you want, however note that if your end goal is to update a picklist field it won't work:
https://success.salesforce.com/ideaView?id=08730000000Bpd7AAC2. You'll likely have to split your Process or Workflow Rule into two sections since the maximum length for a formula in Process Builder is 3900 characters, and in my experience it takes about 5000 characters to list out all the country names.