Make the Most of Your Salesforce + Pardot Integration
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The document discusses how to maximize the integration between Pardot and Salesforce for marketing automation. It provides an overview of advanced field mapping to consolidate and selectively sync data between the systems. Additionally, it explores how to automate processes and empower Salesforce users with features to send leads to lists and campaigns in Pardot directly from within Salesforce. The document aims to answer questions about customizing the integration to accommodate unique sales and marketing workflows.
Make the Most of Your Salesforce + Pardot Integration
- 1. Make the Most of Your Pardot – Salesforce Integration Robert Phillips - Pardot Brian Steele CRM Engineer Support Engineer @crmrob
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- 3. Robert Phillips CRM Engineer - Pardot Brian Steele Support Engineer
- 4. Schedule • Advanced field mapping • CRM related automations • Selective CRM record syncing • Working with Pardot from within Salesforce • Advanced features • Questions/Discussion
- 5. Advanced Field Mapping • Discussion Topic – How can I maximize efficiency with advanced field mapping? • Removal of fields that are not pertinent to sales and marketing • Consolidate fields that are shared across Salesforce objects • Source values from associated Salesforce objects • Send from CRM user fields • Advanced prospect assignment
- 6. CRM Related Automations • Discussion topic – What manual processes can I automate between Pardot and Salesforce? • Utilize Pardot automations regarding the following features: – CRM status – Opportunities – Salesforce campaign status – Disable/enable syncing – Salesforce tasks
- 7. Selective CRM Record Syncing • Discussion topic – Should I be syncing all of my Salesforce records? • Used to prevent a subset of Salesforce records from syncing with Pardot • Pardot prospect will not see that a matching record exists, and if assigned, will create a new one – Ex. Do not sync with any Salesforce records outside of North America • **Does not prevent automatic creation of prospects in Pardot, so should not be used in addition to that feature**
- 8. Working with Pardot from Within Salesforce • How do I empower my Salesforce users to take advantage of Pardot? • Send to Pardot • Send Pardot email • Add to Pardot list • Pardot Tab
- 9. Advanced Features • I have custom processes within Salesforce; can Pardot accommodate? • Reverse primary and secondary syncing objects • Custom objects syncing • Person account syncing
- 10. Pardot’s Question for You • What can Pardot do better to help get you the information that you need to be successful with our product?