Pardot Knowledge Base

Salesforce Setup

Pardot Package Field Definitions Reference

When adding the Pardot Package to your Salesforce instance, the following fields for individual records (prospects and leads/contacts) are set up automatically. You can see these fields in Salesforce by navigat...

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Salesforce Connector Troubleshooting

This article covers how to troubleshoot common issues with your Salesforce connector. I can't verify connector even with correct login credentials and network security settings! If your organization restr...

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Testing Your Salesforce Connector

We recommend that you test your Salesforce connector after setup. Completing a few tests ensures that the connector is syncing in the way you expect. Testing for Accounts that do not Allow Multiple Prospect...

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Sending from a Custom CRM User

When sending emails, personalization is key. You can send an email from any user field, including support contacts, account managers, and more — anyone who is attached to a Pardot prospect! This feature is...

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Enabling Prospect List Management View in Your CRM

You can embed an iframe (VisualForce element in the case of Salesforce) in your CRM system that allows you to add or remove list subscriptions for individual prospects. As with the activity iframe, your users a...

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Connecting Pardot to a Salesforce Sandbox

The Salesforce connector can be designated to sync with your Salesforce sandbox org (available to certain levels of Salesforce users) when following the instructions below. Installing Pardot AppExchange Applic...

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How do Pardot default fields map to Salesforce fields?

The following field mappings for individual records (prospects and leads/contacts) and accounts are set up automatically when you verify your Salesforce connector. By default, Salesforce will be the master for ...

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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...

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Checking Salesforce Security Settings for VisualForce Pages

Depending on your Salesforce settings you may need to make the Visualforce elements viewable by various user profiles. Note if you are experiencing an “insufficient privileges” message within Salesforce, you sh...

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Things to Know Before Activating the Salesforce Connector

If your account allows Multiple Prospects with the Same Email Address, see this article for critical information on how syncing works. This article walks through some of the more important things you need t...

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