Share on LinkedIn0Tweet about this on TwitterShare on Facebook0Google+0

Getting started with the salesforce.com Connector

This entry is part 1 of 3 in the series Salesforce Connector Part 1: Getting Started

Concept

Connectors allow Pardot to sync with third party applications such as a CRM system, paid search platforms, or email marketing solution. Data can be passed back and forth between the two applications allowing a user to manage many formerly disparate marketing channels from within the Pardot interface. As an AppExchange certified solution, Pardot can sync with salesforce.com Professional Edition accounts or higher.

Initial Notes

  • If you are establishing your salesforce.com connector for the first time and want to connect to a sandbox account, you can follow the instructions below to install the Pardot AppExchange Application. However, if you already have a salesforce.com connector in Pardot, you just need to append your connector’s username with your sandbox account name (e.g. [email protected] becomes [email protected]), update your password (if necessary) and check the box named ‘Connect to a salesforce.com sandbox account’. Since your sandbox account is a copy of your current salesforce.com account, the Pardot AppExchange Application will already be present on your sandbox account.
  • Pardot can integrate with salesforce.com Person Account record types. This is an advanced salesforce.com syncing option. Please contact your implementation contact or Pardot Solutions to enable this integration for your account.
  • Importing large numbers of new prospects requires initial sync with salesforce.com to complete in order for the delete or email update trigger to take place.
  • Changes to records in Pardot and salesforce.com should be synced within 10 minutes (usually faster). There are 4 jobs that each process up to 200 records every 10 minutes, which means a total of up to 800 records can by synced every 10 minutes (or up to 4,800 every hour). For more information, review What Triggers a Sync with Pardot and your CRM? and When are leads synced with the CRM?.

Series Navigation

Next Article: Installing and Updating the Pardot AppExchange Application >>