Pardot Knowledge Base

Salesforce Setup

Salesforce Connector Overview

Connectors allow Pardot to sync with third-party applications such as CRM systems, paid search platforms, and email marketing solutions. Data is passed back and forth between the two applications, allowing you ...

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Pardot AppExchange Package Download and Release History

Installation Links You must install the package using these links. Note: Salesforce® Engage functionality will not work in sandbox environments. Installation Links: Production Environments Sandbox Enviro...

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Getting Started with the Salesforce Connector

Connectors allow Pardot to sync with third party applications such as a CRM system, paid search platforms, or email marketing solution. Data can be passed back and forth between the two applications allowing a ...

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Salesforce Connector Optional Settings Reference

This article covers optional settings for your Salesforce connector. Optional Connector Settings When editing or setting up your Salesforce connector, mark these boxes to enable any additional options: ...

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Salesforce Connector Series Part 1: Getting Started

These are the articles in Part 1 of the Salesforce Connector Series. They cover getting started with the basic connector installation and setup. We strongly suggest that you follow them in the order we've out...

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Salesforce Connector Series Part 2: Salesforce Configuration

These are the articles in Part 2 of the Salesforce Connector Series. This part covers configuring the Salesforce side of the connector. We strongly suggest that you follow them in the order we've outlined: ...

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Salesforce Connector Series Part 3: Pardot Configuration

These are the articles in Part 3 of the Salesforce Connector Series. This part covers configuring the Pardot side of your Salesforce connector. We strongly suggest that you follow them in the order we've outli...

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Salesforce Connector Series Part 4: Advanced Topics

These are the articles in Part 4 of the Salesforce Connector Series. This part covers more advanced topics for the Salesforce connector. Salesforce Connector Troubleshooting Advanced Syncing Topics Conne...

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Mapping Salesforce and Pardot Custom Fields

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. Mapp...

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Showing Pardot Data in Salesforce

Installing the AppExchange application will add Pardot fields and Visualforce pages for you, but will not display them by default. To have the Pardot fields and Visualforce pages display in Salesforce, you will...

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