Add Rating Stars to your Saleforce Lead and Contact layouts

This entry is part 1 of 8 in the series Advanced Salesforce

This entry is part 1 of 8 in the series Advanced SalesforceBy using a custom field, you can add a Pardot star rating to your Leads and Contacts in Salesforce. Once completed, it will look something like this: To set this field up, you just need to create a formula custom field in Salesforce: Navigate Setup > Customize > Leads (or Contacts)…

How do I copy Salesforce account fields to contact fields?

This entry is part 3 of 8 in the series Advanced Salesforce

This entry is part 3 of 8 in the series Advanced SalesforcePardot syncs directly with Salesforce field information on the Lead, Contact, Account, and Opportunity objects. Occasionally you may have information on the Account level that you might want to push down to individual records (contacts). Following are the instructions on how to take field…

Installing Add to Pardot List Button

This entry is part 4 of 8 in the series Advanced Salesforce

This entry is part 4 of 8 in the series Advanced SalesforcePardot syncs with Salesforce campaigns to display the campaigns, their participants and statuses in Pardot, and to add prospects to Salesforce campaigns from the Pardot interface. To segment prospects within Salesforce and sync them into a new or existing Pardot list, you can add the “Add to…

Integrating Pardot with Salesforce Web-to-Lead forms

This entry is part 5 of 8 in the series Advanced Salesforce

This entry is part 5 of 8 in the series Advanced SalesforceA simple integration allows you make use of Salesforce’s Web-to-Lead forms for campaign and source tracking as well as Pardot’s micro-level web analytics. The integration allows for a dual post of form data to both Salesforce and Pardot almost simultaneously. In Pardot: Navigate to Marketing > Forms…

Can I tie multiple Pardot and Salesforce accounts together?

This entry is part 6 of 8 in the series Advanced Salesforce

This entry is part 6 of 8 in the series Advanced SalesforceCan I tie multiple Salesforce accounts to one Pardot account? No — you can only have one CRM connector at a time in Pardot. If you have an existing CRM connector, you’ll need to delete it before you can add a different connector. Can…

Advanced Salesforce Syncing Options

This entry is part 7 of 8 in the series Advanced Salesforce

This entry is part 7 of 8 in the series Advanced SalesforceDoes your Salesforce instance use person accounts? Do you ignore lead records in Salesforce? Then you may want to enable one of these Salesforce connector features. Please review the options below and contact Pardot Services for feature enablement. Syncing with Salesforce Person Accounts There are two options…

Setting up Salesforce Person Accounts for Pardot Syncing

This entry is part 8 of 8 in the series Advanced Salesforce

This entry is part 8 of 8 in the series Advanced SalesforcePerson 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…