This week’s #Smarthack is brought to you by Campaign Manager, Andrew Pease.
Here are a couple important things to check before connecting Pardot and Salesforce.
First off, it is important to make sure your custom fields are mapped, so that they can sync properly. To do this, navigate to Admin > Configure Fields > Prospect Fields. From here, you can see that you have the option to add a new custom field or edit the ones that are existing. We are going to edit an example. In this menu, you can see that you have the option to map it to the correct Salesforce field, as well as select sync behavior, which is what value it will take when the sync occurs. You can then save this custom field, and repeat for any new fields that you want to connect.
Secondly, is it important to have an up-to-date and accurate lead assignment configured in Salesforce. This will ensure that new leads from Pardot are routed to the correct Salesforce owner. To do this, go to your Setup Menu > Customize > Leads > Lead Assignment Rules. In here, you can create new rule entries that design where these leads will be routed to. Once you have chosen the criteria and the lead assignment user, click save and you will be taken back to the lead assignment page. You will have various entries here, depending on the criteria that you set. The final step is to click Edit, and activate your rule.
Lastly, once you’ve set up your connection, it’s important to test everything to make sure your fields are syncing properly, and everything is getting assigned correctly in Salesforce.