Pardot Knowledge Base

Advanced Salesforce Syncing Options

Last Updated: Aug 08, 2016 | Print this Article
 

Does your Salesforce instance use person accounts? Do you ignore lead records in Salesforce? Then you may want to enable one of these Salesforce  connector features. Please review the options below and contact Pardot Services for feature enablement.

Note: These features can only be enabled by a Pardot Services member. If you are in Implementation and wish to enable these features, please contact your Implementation coordinator. If you are not in Implementation and wish to enable these features, please contact our Support team.

Syncing with Salesforce Person Accounts

There are two options to consider when syncing your Pardot account with Salesforce Person Accounts:

1. Pardot will create leads in Salesforce and sync with Salesforce person accounts.

By default the Pardot / Salesforce connector will create new Salesforce records as leads and when the lead is converted into a person account, Pardot is unable to see the person account. Pardot will be unable to sync with the person account and instead Pardot will recreate a lead to sync with.

If you use person accounts in Salesforce, you will want to adjust this default behavior. By enabling person account syncing with lead creation, Pardot will still create records in Salesforce as leads but when the leads are converted into person accounts, Pardot will sync with the person account and no additional Salesforce leads will be created for that prospect.

With this syncing arrangement, a single Salesforce person account record will sync to two different records in Pardot: a prospect record and a prospect account record. Pardot will not display the two records as one, unlike in Salesforce. The field mapping will remain the same, though — contact-level fields will map to prospect fields, and Salesforce account-level fields will map to Pardot prospect account fields. However, the Account Owner of a person account will sync to both the Assigned User field on the prospect account and the Assigned User field on the prospect in Pardot. Further, you will see the CRM ID of the Salesforce record that has been converted to a person account under the Contact ID field on the prospect record in Pardot.

2. Pardot will create and sync with just Salesforce Person Accounts.

If you do not use Salesforce leads and you do use Salesforce person accounts, you will want to adjust the default connector behavior. By enabling person account syncing and disabling lead creation, Pardot will create person accounts in Salesforce. Pardot will sync with just the person accounts and no additional Salesforce leads will be created for that prospect.

With this syncing, a Salesforce person account will sync to a Pardot prospect record that is associated with an Account in Pardot. Pardot will not merge the two records into one view as in Salesforce. The field mapping will remain the same -- contact fields will map to prospect fields and Salesforce account level fields will map to Pardot account fields. On the Pardot record you will see the Contact ID for the Salesforce contact ID that has become the Person Account.

Enabling Pardot to only create Salesforce contacts

By default, the Salesforce connector will create new Salesforce records as leads. Contact the Pardot Support Team if you'd like to enable Pardot to create contacts in Salesforce instead.

If this setting is enabled on your account, Pardot will look first at your Salesforce leads to see if there is an existing lead record with the same email address with which Pardot can sync. If there is no existing lead record, Pardot looks for an existing Contact record with the same email address. If no Salesforce lead or contact exists with the same email address, Pardot will create a new Salesforce contact record.

Please note that if you have had your Salesforce connector active for a while, you will have to clean up your Salesforce database before enabling this feature.


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