- Add Rating Stars to your salesforce.com Lead and Contact layouts
- Forwarding Data from a Pardot Form Post to Salesforce.com via RingLead
- How do I copy salesforce.com account fields to contact fields?
- Importing from salesforce.com Campaigns
- Can I integrate Pardot with salesforce.com web2lead forms?
- Can I have multiple Pardot accounts tied to one salesforce.com account?
- Advanced salesforce.com Syncing Options
- Setting up Salesforce.com Person Accounts for Pardot Syncing
If your company has multiple subsidiaries, you may wish to have several separate Pardot accounts. If, however, you are tying all of these to the same salesforce.com account, there are a few things to keep in mind.
Note: The following article outlines the setup and features of syncing a single data set between two or more instances of Pardot and one instance of salesforce.com. Selectively syncing segmented salesforce.com records with specific instances of Pardot requires a custom setup. If this is what you are trying to accomplish, please speak with your advocate or the Pardot Solutions team.
One account can optionally be designated as a parent account. Any administrator users in the parent account can view any module within the child accounts. Non-administrator users would only be able to see data within the parent account.
Viewing Prospect Activity in salesforce.com
Users will still only have access to the activities of records in their own Pardot account. The activities visualforce element in salesforce.com will not show anything when attempting to view activities for a lead or contact controlled by another Pardot account. Since administrator users in the parent account have access to both Pardot accounts, depending on which Pardot account the parent administrator is currently logged into, the user can see the visualforce element for that respective account.
Conflicts in Ownership
Salesforce.com is always the master database when it comes to lead owner or contact owner. If you have the same prospect record in Pardot (based on email address) in two or more Pardot accounts, ownership will default to the owner designated in salesforce.com. If this user does not exist in one or more of the accounts, the prospect (in Pardot) will be reassigned to the connector user (the user whose credentials are used to validate the CRM connector). Pardot will never reassign a lead or contact that already has an owner designated in salesforce.com
Conflicts in Field Values
As with ownership, salesforce.com is also the master database for all non-Pardot specific fields (everything but score, grade, Pardot campaign, etc.). If you have the same prospect record in Pardot (based on email address) in two or more Pardot accounts, fields for which there are conflicts (different data in Pardot and salesforce.com) will revert to the salesforce.com values.
Conflicts in Score and Grade
If you have the same prospect record in Pardot (based on email address) in two or more Pardot accounts, salesforce.com will use the score and grade of the first prospect record to sync. Subsequent updates of the score and grade fields will also be based on the first prospect’s record.
Dedicated IPs for Email Sending
The child accounts can share a single dedicated IP or each have their own. For smaller volumes, sharing a single dedicated IP is typically sufficient. If each brand/subsidiary is sending a significant volume of email we recommend that they have individual dedicated IP addresses.
Creating New Prospects
New lead created from Email Plugin: When an email is sent through a Pardot Plug-in to a prospect that does not exist in Pardot, the prospect will be created in the Pardot account where the Sending User has a log-in with the same email address they are using to send the email.
“Send to Pardot” button: If a user creates a new lead or contact in salesforce.com and clicks the “Send to Pardot” button at the top of the lead’s or contact’s record, the prospect will be created in the Pardot account where the user has a log-in. To clarify, a user can only be in one Pardot account with a given email address and after the user sets their Pardot profile to sync with their salesforce.com log-in, Pardot knows to create any leads from the “Send to Pardot” button in that Pardot account. Since administrator users in the parent account have access to both Pardot accounts, the parent administrator user will create the new lead in the Pardot account that the user is currently logged into.
Automatically creating prospects in Pardot when they have been created in salesforce.com: Our feature of automatically creating a prospect in Pardot when a lead or contact is created in salesforce.com was not designed for salesforce.com accounts syncing with multiple Pardot accounts. We do not recommend checking this box when setting up your salesforce.com connector.
“Send salesforce.com campaign to Pardot List” option: If a user creates a salesforce.com campaign and clicks “Send campaign to Pardot list”, the prospects will be added to the Pardot list in the Pardot account where the user has a log-in. Similar to above, Pardot knows which account the user was created in and which Pardot account is syncing to their salesforce.com user profile. Because administrator users in the parent account have access to both Pardot accounts, the parent administrator user will push the salesforce.com campaign to the Pardot account that the user is currently logged into.