Pardot Knowledge Base

Setting up Salesforce Person Accounts for Pardot Syncing

Last Updated: Sep 06, 2016 | Print this Article
 

Person accounts can be used in Salesforce to combine the contact and account objects. Pardot can sync with person accounts, however, additional steps must be taken to allow this functionality.

Notes

  • These steps need to be completed in addition to the standard Salesforce setup found here. Please complete the standard setup before completing the steps in this article.
  • Sometimes you may notice that a prospect's assigned Pardot user doesn't seem to match the person account. This is because the record owner is at the account level for person accounts — the assigned user in Pardot will be at the account level instead of the prospect level. Although it's not possible to remap the prospect assigned user field to a different field in Salesforce, you can create a contact formula field in Salesforce that sources the person account record owner field’s value. This formula field can then be mapped to a custom field in Pardot so that you can still note who the owner is at the prospect level.
  • The Person Account syncing feature must be turned on by a Pardot Support team member. To request this feature, please contact your Implementation Coordinator or contact the Pardot Support team. Note that you must complete the Salesforce connector setup before this feature can be enabled.
  • Please also review the details here here for how this advanced syncing works.

Send Engage Email Button (Person Account Detail Layouts)

You may already have the Send Pardot Email button on your page layout. If so, remove this button before adding the Send Engage Email button.

  1. Navigate to the Person Account Page Layout assigned to Sales Engage Users and edit it.
  2. Click Buttons.
  3. Find the Send Engage Email button, and drag it to the Custom Buttons box on the layout.
  4. Click Save.

Engage Marketing Action Summary Person Account Card (Person Account Page Layouts for Salesforce1)

Note: This is only applicable for accounts with Salesforce Engage.

  1. Navigate to the Person Account Page Layout assigned to your Salesforce Engage users and click edit.
  2. Click Visualforce Pages.
  3. Drag the Marketing Action Summary Person Account page to the Mobile Cards section of the page layout.
  4. Click Save.

Send Engage Email Button (Account Search Layouts)

Because there isn't a separate Search Layout for Person Accounts, both person and business accounts will display here, but the business accounts are filtered out on the send email page. You can also add a field to help distinguish person from business accounts. See Salesforce's documentation for help.

  1. Navigate to the Person Account Search Layout assigned to Sales Engage Users and edit it.
  2. In the Available Buttons list, click Send Engage Email, and then click Add.
  3. Click Save.

Add to Nurture List

  1. Navigate to the Person Account Page Layout assigned to Sales Engage Users and edit it.
  2. Click Quick Actions.
  3. Click Add to Nurture List and drag it into the Quick Actions in the Publisher section.
  4. Click Save.

Send to Pardot button

This is optional for instantly syncing Salesforce records with Pardot prospects or instantly creating Pardot prospects. There are different instructions for accounts that allow multiple prospects with the same email address and those that don't, so choose the correct set for your account. See How can I find out if my account allows multiple prospects with the same email address? if you aren't sure which type of account you have.

For Accounts that Do Not Allow Multiple Prospects with the Same Email Address

  1. In Salesforce, navigate to Setup > Customize > Accounts > Buttons, Links and Actions.
  2. Click New Button or Link.
  3. Enter the Label: Send to Pardot (name will be automatically filled in).
  4. Set Display Type as Detail Page Button.
  5. Set Behavior as Execute JavaScript.
  6. In the code window below, enter the following line of code:
    window.location = 'https://pi.pardot.com/prospect/sync/email/{!URLENCODE(Account.PersonEmail)}?Account_id={!Account.Id}&sessionid={!$Api.Session_ID}&serverurl={!$Api.Partner_Server_URL_90}&redirect_location='+window.location
  7. Click Save.
  8. Go to Setup > Customize > Accounts > Person Accounts> Page Layouts.
  9. Edit the page layout that you would like for this button to appear on.
  10. Go to Buttons and drag the newly created button to your page layout.
  11. Click Save.
Your finished product should look like this: send to pardot

For Accounts that Allow Multiple Prospects with the Same Email Address

If your account allows multiple prospects with the same email address, you'll need to create a formula field for the Send to Pardot button to work properly.

  1. In Salesforce, navigate to Setup > Customize > Accounts > Fields.
  2. In the Account Custom Fields & Relationships section, click New.
  3. Set the Data Type to Formula.
  4. Enter PersonContactId as the Field Label.
  5. Set the Formula Return Type to Text.
  6. Enter PersonContact.Id in the textbox for the formula and save your field.
  7. Navigate to Setup > Customize > Accounts > Buttons, Links and Actions.
  8. Click New Button or Link.
  9. Enter the Label: Send to Pardot (name will be automatically filled in).
  10. Set Display Type as Detail Page Button.
  11. Set Behavior as Execute JavaScript.
  12. In the code window below, enter the following code:
    window.location='https://pi.pardot.com/prospect/sync/email/{!URLENCODE(Account.PersonEmail)}?contact_id={!Account.PersonContactId__c}&Account_id={!Account.Id}&sessionid={!$Api.Session_ID}&serverurl={!$Api.Partner_Server_URL_90}&redirect_location='+window.location
  13. Click Save.
  14. Go to Setup > Customize > Accounts > Person Accounts> Page Layouts.
  15. Edit the page layout that you would like for this button to appear on.
  16. Go to Buttons and drag the newly created button to your page layout.
  17. Click Save.

Send Pardot Email button

(Optional for sending Pardot emails from within Salesforce.) Do not add if you are adding Send Engage Email Button.
  1. In Salesforce, navigate to Setup > Customize > Accounts > Buttons, Links and Actions.
  2. Click New Button or Link. 
  3. Enter the label: Send Pardot Email (name will be automatically filled in).
  4. Set Display Type as Detail Page Button.
  5. Set Behavior as Display in existing window with sidebar.
  6. Set Content Source as URL.
  7. In the code window below, enter the following line of code:
    https://pi.pardot.com/email/create/prospect_email/{!Account.PersonEmail}?sessionid={!$Api.Session_ID}&serverurl={!$Api.Partner_Server_URL_90}&contact_id={!Account.Id}
  8. Click Save.
  9. Navigate to Setup > Customize > Accounts > Person Accounts> Page Layouts.
  10. Edit the page layout that you would like for this button to appear on.
  11. Go to Buttons and drag the newly created button to your page layout.
  12. Click Save.
Your finished product should look like this: send pardot email

Pardot Activities Visualforce Page

(Optional for viewing Pardot prospect activities from within Salesforce.)
  1. In Salesforce, navigate to Setup > Customize > Accounts > Page Layouts.
  2. Edit the page layout that you would like for this button to appear on.
  3. Go to Visualforce pages and drag the Pardot Activities Visualforce page to your page layout.
  4. Click Save.

Pardot Mobile Activities Visualforce Page

(Optional for viewing Pardot prospect activities from within Salesforce1.)
  1. In Salesforce, navigate to Setup > Customize > Accounts > Page Layouts.
  2. Edit the page layout that you would like for this button to appear on.
  3. Go to Visualforce pages and drag the Pardot Mobile Activities Visualforce page to the Mobile Cards section of your page layout.
  4. Click Save.

Pardot List Membership Visualforce Page

(Optional for viewing Pardot prospect Lists from within Salesforce.)
  1. In Salesforce, navigate to Setup > Customize > Accounts > Page Layouts.
  2. Edit the page layout that you would like for this button to appear on.
  3. Go to Visualforce pages and drag the Pardot List Membership Visualforce page to your page layout.
  4. Click Save.

Pardot Mobile List Membership Visualforce Page

(Optional for viewing Pardot prospect Lists from within Salesforce1.)
  1. In Salesforce, navigate to Setup > Customize > Accounts > Page Layouts.
  2. Edit the page layout that you would like for this button to appear on.
  3. Go to Visualforce pages and drag the Pardot Mobile List Membership Visualforce page to the Mobile Cards section of your page layout.
  4. Click Save.

Pardot Social Data Visualforce Page

(Optional for viewing Pardot prospect Social Data from within Salesforce.)
  1. In Salesforce, navigate to Setup > Customize > Accounts > Page Layouts.
  2. Edit the page layout that you would like for this button to appear on.
  3. Go to Visualforce pages and drag the Pardot Social Data Visualforce page to your page layout.
  4. Click Save.

Pardot Mobile Social Data Visualforce Page

(Optional for viewing Pardot prospect Social Data from within Salesforce1.)
  1. In Salesforce, navigate to Setup > Customize > Accounts > Page Layouts.
  2. Edit the page layout that you would like for this button to appear on.
  3. Go to Visualforce pages and drag the Pardot Mobile Social Data Visualforce page to the Mobile Cards section of your page layout.
  4. Click Save.

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