Pardot Knowledge Base

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

Last Updated: Jul 28, 2016 | Print this Article
 

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 the mapped Salesforce field. If you're editing a existing Pardot custom field or manually enter the values, make sure that the values in Salesforce and Pardot match exactly.

Note: You cannot map a Pardot multi-select field to Salesforce checkboxes. They are different kinds of fields and will not sync. For more information, see this article.

To Map a Pardot Multi-Select

  1. In Salesforce, create a lead or contact field. Select Picklist (Multi-Select) as the Data Type. For help with creating custom fields in Salesforce, see Salesforce’s documentation here.
  2. In Pardot, navigate to Admin > Configure Fields > Prospect Fields.
  3. Click +Add Custom Field.
  4. Enter a Name.
  5. In the Salesforce Field Name dropdown, select the name of the Salesforce field you just created. Your Type and Values from Salesforce will automatically populate in the Pardot field.
  6. From the Sync Behavior drop down, select Use Pardot's Value.
  7. Click Save custom field.

To Map a Pardot Checkbox

  1. In Salesforce, create a lead or contact field. Select Picklist (Multi-Select) as the Data Type. For help with creating custom fields in Salesforce, see Salesforce’s documentation here.
  2. In Pardot, navigate to Admin > Configure Fields > Prospect Fields.
  3. Click +Add Custom Field.
  4. Enter a Name.
  5. In the Salesforce Field Name dropdown, select the name of the Salesforce field you just created.
  6. Unmark Keep this field's type and possible values (for dropdowns, radio buttons, checkboxes) in sync with the CRM.
  7. Mark Overwrite value in CRM (Selecting this option will overwrite data in Salesforce in the event of a conflict).
  8. Change the Type to Checkbox.
  9. Add your Values. Make sure they exactly match your Salesforce field's values.
  10. Click Save custom field.
 

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