Pardot Knowledge Base

Salesforce Setup

Using Salesforce Queues

Queues is a feature available to Salesforce users that allows you to integrate prospect assignments with your current Salesforce workflow. Rather than assigning to a specific user in Pardot, you can choose to a...

Read Article

Mapping Pardot Checkbox Fields to Salesforce Checkbox Fields

Salesforce checkboxes are true/false fields and Pardot checkboxes are multi-selects, which can cause some confusion if you try to map them together. You can create a basic true/false checkbox that syncs betw...

Read Article

Mapping Pardot Multi-Select and Checkbox Fields to Salesforce Multi-Select Fields

You can map Pardot multi-select and checkbox fields to Salesforce multi-select fields and have them sync. When you create a new multi-select field in Pardot, Pardot will automatically pull in the values from th...

Read Article

Mapping Salesforce and Pardot Usernames and Single Sign-On

Associating CRM usernames with Pardot users has two major functions: allowing for Single Sign-On (SSO) between Pardot and Salesforce, and allowing any actions that the Pardot connector user takes to be attribut...

Read Article

Mapping Salesforce Lead Fields to Contact Fields

Pardot automatically creates new Leads in Salesforce, but when you convert that Lead to a Contact, the Contact may not pull in all the data from the Lead record. You'll need to map your Lead to Contact fields i...

Read Article

Pardot Integration with Salesforce1 Overview

Pardot is now integrated with Salesforce1. Salesforce1 is available for use on any device and can be downloaded as a mobile app. With Salesforce1, you can access Pardot information including prospect activities...

Read Article

Can I tie multiple Pardot and Salesforce accounts together?

Can I tie multiple Salesforce accounts to one Pardot account? No — you can only have one CRM connector at a time in Pardot. If you have an existing CRM connector, you’ll need to delete it before you can add ...

Read Article

Adding Send to Pardot and Send Pardot Emails to Salesforce Layouts

The Send to Pardot button makes it easy to add Salesforce leads or contacts to Pardot if they do not already exist there. It will create a new record in Pardot, based on email address, and update all correspond...

Read Article

Adding Send to Pardot List to Salesforce Campaigns

Pardot syncs with Salesforce campaigns to both display the campaigns, their participants and statuses in Pardot, as well as to add prospects to Salesforce campaigns from the Pardot interface. To segment prospec...

Read Article

Importing Salesforce Leads and Contacts

Once you've connected Salesforce and Pardot, you'll want to import your existing leads and contacts into Pardot. The connector will not auto-create existing Salesforce leads and contacts in Pardot so you will h...

Read Article