Pardot Knowledge Base

Mapping Salesforce and Pardot Custom Fields

Last Updated: Apr 26, 2016 | Print this Article
 
Now that you have installed the Pardot AppExchange App and edited your Salesforce layout, the next step is to map the custom fields to Pardot. This will enable Pardot custom fields to sync back and forth.

Mapping Prospect Custom Fields

Default fields will map automatically; you can edit them later if needed. In order to have these fields show up in your Salesforce lead and contact layouts, you'll need to follow the steps in this article.
  1. Log in to Pardot.
  2. Navigate to Admin > Configure Fields > Prospect Fields.
  3. Click on + Add Custom Field.
  4. Create an internal Name for your Custom Field. This will not be visible to your prospects.
  5. Leave the Custom Field ID as automatically generated. This is the database field that Pardot uses and it is never visible to your prospects.
  6. Optional: enter Tags to organize your Custom Fields and other items in Pardot.
  7. Select a CRM Field Name if applicable to sync the field with one of your connected CRM’s fields.
    • Keep this field’s type and possible values (for dropdowns, radio buttons, checkboxes) in sync with the CRM (only available for Salesforce): Enable this option if you’d like changes to the type and values for your CRM field to be synced to Pardot. The values will be pulled in from your CRM, and you can uncheck any that you do not want to be included in Pardot.
    • Sync Behavior: Choose which field should become the 'master' in the event that the fields contain different values. Syncing Prospect Field Values with Salesforce for more details on how these options work.
  8. Select the Type of field you would like to create. See this article if you need help with types.
  9. Enable the Record and display multiple responses option if the field will be set to Always Display (an option available in the Form wizard). This is useful for fields like “Comments” that prospects may be completing multiple times.  Please note that you will be unable to use fields as variable tags when this box is checked.
  10. Set a default mail merge value to be used when this field doesn’t have a value: Useful when pulling in variable tags into email templates. For example, you could use something like “Valued Customer” for First Name in case a prospect does not have a First Name in their record in Pardot.
  11. If prospects will be choosing from a list of items, select the Use pre-defined values checkbox. A list will appear where you can enter the values, using the [+] or [-] to add and delete values. If you have the option to Keep this field’s type and possible values (for dropdowns, radio buttons, checkboxes) in sync with the CRM (only available for Salesforce) enabled, you will be able to uncheck any values that you do not want to be included in Pardot (they should all be checked by default). Note: If you update your field later, add new values using the [+] button. Do not simply change old values to new ones. Changing values without deleting or adding will cause the field value to be overwritten in the prospect record and may affect automation rules in place. For fields with pre-defined values, clicking the ‘A’ icon allows you to optionally enter a different label that will display in your forms, while the value will display on your prospects’ records. If applicable, select profile or list assignments for pre-defined fields. This will assign prospects who select the field value to the appropriate profile or list. To view the other ways to take actions on prospects based on values in fields, visit our Prospect Actions article.
  12. Enable Sync with GoodData if you’d like this field to be one of the 10 custom fields available in your GoodData for Pardot account. Also select whether it is a Fact (Numeric Data) or Attribute (Text Data).
  13. Click Create or Save custom field to save the field updates. Repeat to add all Salesforce Lead and Contact custom fields that you want to sync with Pardot.
Note: Custom fields cannot be added in bulk.

Mapping Account Custom Fields

  1. Log in to Pardot.
  2. Navigate to Admin > Configure Fields > Account Fields.
  3. Enter a Name for the custom field. The name should correspond with a custom field in Salesforce.
  4. Select the Type of field you would like to create. Here, you may choose from the following options:
    • Text
    • Number
    • Date
    • Radio Button
    • Checkbox
    • Dropdown
    • TextArea
    • Multi-select
  5. The Custom Field ID field will auto-populate with the name you entered above. Leave as is.
  6. Select a custom field from the Salesforce Field Name drop-down menu.
    • Keep this field’s type and possible values (for dropdowns, radio buttons, checkboxes) in sync with the CRM (only available for Salesforce): Enable this option if you’d like changes to the type and values for your CRM field to be synced to Pardot. The values will be pulled in from your CRM, and you can uncheck any that you do not want to be included in Pardot.
  7. Check Required if the field should be required on account records.
  8. Enable the Record and display multiple responses option if the field will be set to Always Display (an option available in the Form wizard). This is useful for fields like “Comments” that prospects may be completing multiple times.  Please note that you will be unable to use fields as variable tags when this box is checked.
  9. If prospects will be choosing from a list of items, select the Use pre-defined values checkbox. A list will appear where you can enter the values, using the [+] or [-] to add and delete values.
    • If you have the option to Keep this field’s type and possible values (for dropdowns, radio buttons, checkboxes) in sync with the CRM (only available for Salesforce) enabled, you will be able to uncheck any values that you do not want to be included in Pardot (they should all be checked by default).
    • Note: If you update your field later, add new values using the [+] button. Do not simply change old values to new ones. Changing values without deleting or adding will cause the field value to be overwritten in the prospect record and may effect automation rules in place.
    • For fields with pre-defined values, clicking the ‘A’ icon allows you to optionally enter a different label that will display for the dropdown value, while the value will display on your prospects’ records.
  10. Click Create Custom Field.
  11. Repeat these steps to add all of the Salesforce Account custom fields that you want to sync with Pardot.

Mapping Opportunity Custom Fields

  1. Log in to Pardot.
  2. Navigate to Admin > Configure Fields > Opportunity Fields.
  3. Click on + Add Custom Field.
  4. Enter a Name for the custom field. The name should correspond with a custom field in Salesforce.
  5. Select the Type of field you would like to create. Here, you may choose from the following options:
    • Text
    • Number
    • Date
    • Radio Button
    • Checkbox
    • Dropdown
    • TextArea
    • Multi-select
  6. The Custom Field ID field will auto-populate with the name you entered above. Leave as is.
  7. Select a custom field from the Salesforce Field Name drop-down menu.
    • Keep this field’s type and possible values (for dropdowns, radio buttons, checkboxes) in sync with the CRM (only available for Salesforce): Enable this option if you’d like changes to the type and values for your CRM field to be synced to Pardot. The values will be pulled in from your CRM, and you can uncheck any that you do not want to be included in Pardot.
  8. Check Required if the field should be required on opportunity records.
  9. Enable the Record and display multiple responses option if the field will be set to Always Display (an option available in the Form wizard). This is useful for fields like “Comments” that prospects may be completing multiple times.  Please note that you will be unable to use fields as variable tags when this box is checked.
  10. If prospects will be choosing from a list of items, select the Use pre-defined values checkbox. A list will appear where you can enter the values, using the [+] or [-] to add and delete values.
    1. If you have the option to Keep this field’s type and possible values (for dropdowns, radio buttons, checkboxes) in sync with the CRM (only available for Salesforce) enabled, you will be able to uncheck any values that you do not want to be included in Pardot (they should all be checked by default).
    2. Note: If you update your field later, add new values using the [+] button. Do not simply change old values to new ones. Changing values without deleting or adding will cause the field value to be overwritten in the prospect record and may effect automation rules in place.
    3. For fields with pre-defined values, clicking the ‘A’ icon allows you to optionally enter a different label that will display for the dropdown value, while the value will display on your prospects’ records.
  11. Click Create Custom Field.
  12. Repeat these steps to add all of the Salesforce Opportunity custom fields that you want to sync with Pardot.

Which custom Salesforce fields won’t sync with Pardot?

Formula fields:
  • A Formula field does not hold a value itself, but rather a way of arriving at a value. These can reference other related objects' fields, or the current object's field. Salesforce does not consider a formula field's value to ever change--rather, the result changes. This means if a formula field references a related object, and that related object changes, our "Pull" job can not detect the change. So, while this field type will sync, a change in its value will not trigger a sync.
Lookup fields:
  • A lookup field is a field that links to another object. We do not sync with arbitrary relational fields. User assignment and account are two special cases; however we do not sync with any custom lookup fields associated with an account, lead, or contact record.
Record Type fields:
  • A Record Type field is a field that references additional data. We do not sync with arbitrary reference fields. Record Type ID is a special case; however we do not sync with any custom Record Type fields associated with an account, lead, or contact record.
Geolocation fields:
  • Geolocation sources its value from two fields (longitude and latitude). When attempting to sync, Pardot looks for the field “geolocation” which is not found on the edit view of a lead record. Because we are not able to see this field in edit mode, Pardot will not sync with it. Pardot will however, sync with the longitude and latitude fields separately.
Text Area (rich) fields:
  • Pardot will sync with this field type, however, the value that pulls down to Pardot will be displayed in html code.

Phone fields:

  • Pardot will sync with this field type; however, do not map Salesforce phone type fields to Pardot number type fields. Salesforce phone type fields include non-number characters and they will not display in Pardot. Instead, map Salesforce phone type fields to Pardot text type fields.

Notes

  • If a custom Salesforce field is in use by any Pardot field, it won't display as an option to map.
  • If you're using a custom field in Salesforce on both leads and contacts, we pull the name of the Salesforce field from the contact field ID.
  • Any time you don't see the field name you wish to map, click the green "refresh" arrow to have the connector pull a fresh list of all fields we can "see" and that aren't already in use.
  • We recommend that each Salesforce custom field you map has its own unique API name as Pardot will not respect case sensitivity when syncing. For example if you have two separate fields called "hair_color" and "HAIR_COLOR," Pardot will not recognize the difference in capitalization and will only sync with one of the two fields.
  • If you are having troubles mapping a field, please visit the article, "Why won't my field sync?"

Next in this series: Mapping Usernames and Single Sign On

Move to a different part in the Salesforce Connector Series:
Part 1: Getting Started
Part 2: Salesforce Configuration
Part 3: Pardot Configuration
Part 4: Advanced Topics

Need more? Start a conversation with other Pardot users in our Success Community