Pardot Knowledge Base

Using Salesforce State/Country Picklists with Pardot

Last Updated: Jun 14, 2016 | Print this Article
 
When using state and country picklists in Salesforce, we suggest that you set the global field types for the state and country default fields to text in Pardot. This ensures that Pardot will accept any value coming from Salesforce. However, in order to sync from Pardot to Salesforce, values coming from Pardot will need to exactly match Salesforce's Integration Value (found in Salesforce by navigating to Setup > Data Management > State and Country Picklists). If the values coming from Pardot don't match Salesforce's Integration Values exactly, you'll get a sync error in Pardot. In this article, we'll walk you through how to use Salesforce state and country picklists with Pardot in several different scenarios.

Know Before You Begin

  • The GeoIP/autofill option is not compatible with using Salesforce State/Country picklists with Pardot, and will cause sync errors if enabled.
  • If you plan on using the state/country picklist feature and sending field values from Pardot to Salesforce, the option to keep potential field values in sync is not supported. By default, the Pardot picklist field values do not all match the Salesforce default picklist values. To ensure the Pardot and Salesforce picklist values match, you will need to manually update the conflicting field values in Pardot; that way, both lists will have identical values for each state/country.
  • If you are only choosing to accept values from Salesforce (and Pardot will not be making any changes to the state/country fields), there is no need to alter the picklist field values in Pardot. If the values will only be coming from Salesforce, Pardot will accept any value.
 

If you're expecting form submissions from the US and Canada only

  1. In Pardot, set the field type of State to text. 
  2. When using the State fields on your forms, edit the field:
    • In the Basic tab, set the field type to Dropdown.
    • In the Values tab, select either US States, Canadian Provinces, or US States and Canadian Provinces from the Prefill with dropdown.

If you're expecting form submissions from anywhere in the world, but only care about states or provinces in the US or Canada

  1. In Pardot, set the field type of Country and State to text.
  2. When using the State fields on your forms, edit the field:
    • In the Basic tab, set the field type to Dropdown.
    • In the Values tab, select either US StatesCanadian Provinces, or US States and Canadian Provinces from the Prefill with dropdown.
  3. When using the Country fields on your forms, edit the field:
    • In the Basic tab, set the field type to Dropdown.
    • In the Values tab, select Countries from the Prefill with dropdown.
    • In the Dependent tab, mark Display other fields in the form based on the value of this field. Set up the logic to display the state field based on your needs. For example, if you want to show the State field if a prospect chooses Canada or the United States in the Country field your rule should look like this:
Dependent Fields State Country

If you're expecting form submissions from a country that's not the US or Canada, and only care about states/provinces specific to that country

For example, your form is specific to Mexico or China.
  1. In Pardot, set the field type of State to text.
  2. When using the State fields on your forms, edit the field:
    • In the Basic tab, set the field type to Dropdown.
    • In the Values tab, add each province/state you'd like to include using the + symbol. Make sure each province value exactly matches its Integration Value in Salesforce.

If you're expecting form submissions from anywhere in the world, and care about states and provinces worldwide

  1. In Pardot, set the field type of Country and State to text.
  2. When using the Country field on your forms, edit the field:
    • In the Basic tab, set the field type to Dropdown.
    • In the Values tab, select Countries from the Prefill with dropdown.
  3. When using the State and field on your forms, edit the field and click Load Default Data.
Your State field will accept text entries for state/provinces. The caveat here is that prospects can enter any text value in the state box -- this means that it may not match Salesforce's Integration Value. This will cause a Field Integrity Exception, which will show up in Prospect Sync Errors table for your Salesforce connector. You'll need to manually edit each prospect record's state field so it matches Salesforce's Integration Value. In the video below, the prospect has made a typo and entered "Pueblar" as a Mexican state, instead of the correct "Puebla". To clear the sync error, the prospect's state must be manually corrected. Click here to expand the video. Not what you're looking for? Check out these other articles: Why won't my field sync? Editing Default Fields Editing Fields in a Form If you're looking for information on how to implement state and country picklists in Salesforce, see Salesforce's documentation here.

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