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Welcome to Pardot Ask an Expert Office Hours! We look forward to chatting with you about your Pardot best practice and strategy questions. HOW DOES THIS WORK? -- Register for an office hour session here: http://pages.mail.salesforce.com/cloud-services/event-calendar/?region=ALL#&eventType=.officeHours&product=.Pardot -- An hour before each session, a Success Specialist will post a new thread to this page. Simply add your question with #PardotOpenOfficeHour, then join us LIVE on the call to discuss. -- We’ll screen-share the queue throughout the call so you know your place in line and will un-mute you when it’s your turn.

Is it possible to connect multiple GoToWebinar accounts to a single Pardot account?  #PardotOpenOfficeHour

2 comments
  1. May 13, 2024, 8:05 PM

    I am currently trying to connect a separate account and Pardot won't let me. It says " The GoToWebinar account you authorized with organizer key 5667817949060136764 has already been authorized for the following GoToWebinar connector username(s): support@precisefp.com." The other account is under another email address. I have tried the suggestion above with no luck. Any help? 

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I have encountered issues with connectors with Wistia and with Triblio and just have a few questions about how my Pardot account was set up.#PardotOpenOfficeHour

4 comments
  1. Mar 16, 2022, 4:48 PM

    @Christine Whatley

    Hello Christine, I have Triblio and Pardot too . I did not do the integration yet because Pardot needs to have the prospect email address and Triblio told me that they do  not have that information for all the prospects. How did you integrate?  Let me know if we can connect. Thanks for your help

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**PLEASE COMMENT ON THIS POST WITH YOUR QUESTIONS**

Pardot Ask the Expert Office Hours - 2PM-3PM EST Thursday 3/7

 

Register / Join here: https://attendee.gotowebinar.com/rt/7121377772380270849

 

@Mark Heffernan and I will be hosting our afternoon session today starting at 2p EST. Please post your Pardot best practice and strategy questions in this thread with the #PardotOpenOfficeHour hashtag so we can go through them during the call. It will be first come first serve on this post. Speak with you all shortly!

6 comments
  1. Mar 11, 2019, 5:03 PM
    I know that SF formula fields do not automatically sync with Pardot, but is there a workaround, such as a daily sync for formula fields? We have a custom Contact field to identify if there are any OPEN Opportunities for the Account and would like to create a suppression list for these contacts for certain campaigns in Pardot. (We don't want to market to active Prospects)
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**PLEASE COMMENT ON THIS POST WITH YOUR QUESTIONS**

Pardot Ask the Expert Office Hours - 11AM-12PM EST Wednesday Session: 7/10

 

Register / Join here: https://attendee.gotowebinar.com/rt/7121377772380270849

 

@Ryan Aly and I will be hosting our morning session today starting at 11am EST. Please post your Pardot best practice and strategy questions in this thread with the #AskAPardotExpert hashtag so we can go through them during the call. It will be first come first serve on this post. Speak with you all shortly!

 

Tips for asking the experts:

-Tactical questions best suited for a 5 min conversation. 

-Best practice / strategy questions on Pardot functionality and features. 

-Technical / troubleshooting error question? Contact Pardot Support here: https://help.salesforce.com/articleView?id=workcom_contact_support.htm&type=5

-In need of more one-on-one help & training? Contact your Account Executive to discuss options

25 comments
  1. Sep 26, 2019, 3:08 PM

    Hi,

    May I know how to unsync a CRM user with a Pardot user?

    Also, my pardot scores are accumulating within a form.

    Another thing would be the Company field has a default value (domain of the value within the email field). Is it possible to disable this?

    Thank you so much in advance!

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#PardotOpenOfficeHour Hi.  I had a question re syncing with person accounts.  Is that an all or nothing proposition?  In other words, if you turn on person account syncing, it means that it will only sync with person accounts?

13 comments
  1. Aug 30, 2019, 11:57 AM
    Hi all, grateful for this discussion - it has been very helpful for a similar issue we are dealing with. Bit of a different angle...My client has decided to not use Person Accounts going forward and have amended their SFDC org accordingly to circumvent the *Person* accounts and lead types as if they did not exist in their org, migrated all data into other objects and are in the process of making these invisible to all users to fully retire them from use. Problem is we are stumbling into enormous workflow issues in the Pardot Sync and need their Pardot org switched back to default syncing asap so that they can sync with leads/contacts and associated (business) accounts and opportunities. Our (Partner) support case number is 24057531. @Robert Valdez Could this be looked at? Is there any best practice about making this type of workaround to not being able to switch back from enabling PAs in SFDC and making it sync well with Pardot in default mode? TIA.
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Hi,

 

I have added a hidden field in Pardot form handler.

Apart from sharing the handler code with web-team, do i need to make any other changes?

like define a value for hidden field or something?

 

#Office Hours 

#PardotOpenOfficeHour 

 

Thank you.

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#PardotOpenOfficeHour 

I am trying to use the functionality for "Let Users Edit Pardot List Mambership in Salesforce". There is some Pardot configuration guidance given in a help doc here: https://help.salesforce.com/articleView?id=pardot_sf_connector_list_membership.htm&type=5

 

Q: But I can't find the setting in my connector configuration.

3 comments
  1. Jul 16, 2019, 6:08 AM
    Hi @Emma Peng

    - do you know if it is possible when in Pardot the Marketing team would provide 'CRM Visible' lists for Sales, that those CRM visible lists are "read only" for the Sales team.

    If there is a solution how do I implement it?

    Looking forward to your reply.

    Many thanks and best regards,

    Yvonne

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I'm in the process of implementing lead scoring in Pardot, and if leads pass a certain lead score (190), they'll be automatically switched to an MQL, and assigned to a seller via Salesforce Active Assignment Rule.

 

Does anyone have recommendations for setting up this automation? If I run this automation with our database all at once, it's retroactive, and there will be a big collection of outdated MQL's assigned to sellers. Is there a date filter that can apply this ONLY to new leads generated moving forward? Dynamic List filter?

 

Hopefully this will help others with the same situation. Thanks!

2 comments
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#PardotOpenOfficeHour 

What is the best methodology to sync the UTM fields to Pardot? Including the following specs:

  • Google organic
  • Direct
  • CPC

The default fields are not being populated correctly. What else can we do in order to populate them.

6 comments
  1. May 30, 2019, 3:24 PM
    Hey - I don't know if anyone cares about this other than me, but I worked with Pardot support to find the issue and it was because on the field in the form two boxes needed to be checked. Under "Advanced", we needed "Always display even if previously completed" and "Do not prefill" to be checked. Once those settings were in place, my values are updating with each submission. Just in case anyone else runs into the same problem I did - here's the solution!
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