Do you have to have both salesforce and pardot


Pardot + Salesforce SSO users have both. This change affects users who currently log in with Pardot credentials, so it affects both Pardot-only and Pardot + Salesforce SSO users.

Pardot setup and feature configuration often requires both a Salesforce admin and a Pardot admin. To bypass the need for multiple admins, you can create a custom permission set in Salesforce to delegate Pardot tasks to a marketing admin.


Table of Contents

Will Pardot and Salesforce ever work together?

And you can bet that the engineering teams on both sides will continue working to make that integration as tight as possible. The integration between Pardot and Salesforce happens via a connector, which can be enabled by first installing the Pardot app from the AppExchange in Salesforce, and then setting up and verifying the connector in Pardot.

Can I delete opportunities from Pardot after they are synced?

However, for Opportunities that are tied to accounts only in Salesforce, they do not sync, they must be tied to contacts. Once synced, Opportunities appear as a read-only field in Pardot and are unable to be deleted. In order to delete you must perform this action in Salesforce, the sync will then trigger and remove from Pardot.

What is Pardot and how can it help your business?

With Pardot, marketing can ensure that they are in control of the quality of leads being passed to sales, and sales can leverage marketing sourced data and campaign assets to close more business. Sounds like a win-win to me.

What happens when Pardot doesn’t match with a prospect?

If no match is found, Pardot queries lead records next. If a match is found with a lead record, Pardot will sync with it; but if a match isn’t found and the prospect has been assigned to sales, Pardot will create a new lead record in Salesforce.


Do you need Salesforce to use Pardot?

No, you can adopt Pardot without using Salesforce’s full CRM platform.

Is Pardot and Salesforce the same?

Yes, Pardot is owned by Salesforce.

Is Pardot separate from Salesforce?

The first thing to learn about Salesforce Campaigns is that they are completely separate and different from Pardot Campaigns. In almost every way. There is no direct relationship between them and they are used to track and report on different aspects.

Does Pardot come with Salesforce?

A Salesforce product (it’s part of the Marketing Cloud), Pardot enables organizations to track and measure the effectiveness of their communications, gain insight into user behavior, and personalize content across campaigns based on any number of specific criteria.

How does Pardot work with Salesforce?

Pardot can integrate with Salesforce Person Account record types. To enable person account syncing, contact Pardot Support. Importing prospects into Pardot causes them to sync with Salesforce. Unassigned prospects sync to Salesforce, but records aren’t created when there is no matching email address.

Is Pardot part of Salesforce Marketing Cloud?

Yes, Pardot belongs to a larger Salesforce product group – Marketing Cloud, along with other suites like Loyalty Management, Email, Mobile, and Web Marketing, Social Studio, Advertising Studio, Datorama, Google Marketing Platform, and Interaction Studio.

How do I link Salesforce and Pardot?

The steps for connecting Pardot are the following:Install the Pardot AppExchange Package.Create Salesforce Connector in Pardot.Configure Salesforce views and layouts.Set up Pardot.

What is the difference between a Pardot campaign and a Salesforce campaign?

A Pardot campaign is the first Pardot marketing campaign that the prospect interacted with, similar to a source field. A Salesforce campaign functions more as a multi-touch campaign. Prospects can be on many Salesforce campaigns at once with different statuses in each.

How much is Pardot monthly?

Pardot PricingMonthly Cost (Based on Annual Terms)$999/mo.$1,250/mo.Annual Cost$11,988$15,000Onboarding(One Time, Based on Annual Terms)$1,999$3,000LICENSINGContacts10K10K8 more rows

How does Pardot work with Salesforce?

The integration between Pardot and Salesforce happens via a connector, which can be enabled by first installing the Pardot app from the AppExchange in Salesforce , and then setting up and verifying the connector in Pardot.

What happens if no match is found in Salesforce?

If no match is found, Pardot queries lead records next. If a match is found with a lead record, Pardot will sync with it; but if a match isn’t found and the prospect has been assigned to sales, Pardot will create a new lead record in Salesforce. By default, a Salesforce record will override the Pardot record if there is a conflict of information.

How does Salesforce Connector work?

The Salesforce connector creates a link between the two platforms, so that you can sync newly created prospects, contacts, and leads between Pardot and Salesforce. Once the connector is enabled, Pardot queries Salesforce every 2-4 minutes looking for records that have been updated since the last sync. Since Pardot uses email address as the unique identifier for prospect records, a Salesforce lead or contact record won’t be able to sync with Pardot if it’s missing an email address—that record will simply get skipped over.

How does marketing automation benefit sales?

Marketing automation touches each stage of the funnel, and saves marketers time and effort by automating many of these touchpoints. Sales benefits because they receive more qualified leads from marketing, and, depending on how the marketing automation platform is integrated with Salesforce, sales may have greater insight into a lead or contact’s score & grade, prospect activity, marketing list membership, and social media data.

Why do you use Salesforce?

If you’re a Salesforce user, chances are you use the platform to manage the bottom of your sales funnel. Your sales team probably uses it as their single source of truth for lead, contact, and account data. The sales team accesses it daily to triage, follow up on, and (hopefully) close business opportunities.

Is Salesforce a CRM?

Although Salesforce integrates with several different marketing automation solutions, if you’re using Salesforce as your CRM, then Pardot is your marketing automation platform of choice. Pardot is a Salesforce company, and as such is the only marketing automation solution that has a native integration with the CRM.

Does Salesforce pull in Pardot?

That depends on what fields you’ve mapped between the two platforms during the connector setup. Salesforce will automatically pull in all Pardot default fields during setup, but if you want custom Pardot fields to sync over, you’ll need to create those as custom fields in Salesforce and map them.

What is Pardot email?

Pardot is not only an email marketing platform , but it also adds engagement scoring, easy to build forms and landing pages, and a powerful Engagement Studio (create complex marketing automations based on action). Pardot allows us to speed along the furniture buying process, which is often months long, using few resources.

What is the down side of Salesforce?

The down-side to Salesforce Marketing Cloud is its steep learning curve. To really unleash its capabilities, one must be able to create AMP script and do some high-level SQL coding. Don’t get me wrong, it’s all doable, just takes time and a bit of technical knowledge to really “rev the system up”. We’ve been on the platform for seven years and we still learn something new about daily. Salesforce does a bang-up job of providing quality learning that is a must for everyday users of the Marketing Cloud tool. Like oil for an engine, taking advantage of the resources will provide many years of trouble-free use.

What happens when you connect Salesforce to Pardot?

Once a connector has been established between Pardot and Salesforce, all Opportunities that are tied to contacts via a Contact Role trigger a sync to Pardot.

What happens when you use Pardot in Salesforce?

When using Pardot values, if the values between Pardot and Salesforce are in conflict once synced, Pardot will prosper and overwrite the value within Salesforce.

What happens if a pardot value is saint in Salesforce?

IF a Pardot value is SAINT but in Salesforce it is QUEUE then the SAINT value overwrites the field data within Salesforce.

How many email addresses does Pardot need?

As the relationship between the CRM and Pardot is 1:1 it is advised to have one email address. In order to become a prospect, Pardot requires a number of fields, one being email address. As this is key to a prospect’s record this can’t be changed and the sync between the two will always use Pardot’s value.

Why use Salesforce value instead of Pardot?

Now back to using Salesforce values to set sync behaviour. You may wish to use the Salesforce value, rather than Pardot, for the following valid reasons: As previously mentioned, Salesforce data is to be considered the master. Sales users, using Salesforce, may wish to take control of data input.

Why import data into Pardot?

In preparation, they import data within Pardot so they can reach out to all possible prospects. However, some of the prospects are already within Pardot, which has updated fields, one being INDUSTRY. This is important as they have tailored emails to send during the nurturing process. The sales team is fine for marketing to perform this action as they have most fields mapped to use the Salesforce value. Another consideration to note is that they have contacted Pardot support to allow blank or empty values in Salesforce to overwrite values in Pardot.

How often do prospect records sync?

As a general rule, prospect records sync every two to four minutes. Most records sync immediately, but Pardot processes sync queues with over 400 records in batches. Standard batch processing syncs 12,000 records per hour.

What is Pardot email?

Pardot is amazing for automated email marketing, capturing prospects with forms and landing pages, and tracking engagement via Scoring Categories then Grading prospects. It’s also got the very best integration with Salesforce.

When does activity start in Pardot?

As you can see, the activity starts in Pardot when a record is created or updated. From here, a prospect can be entered into a Pardot Engagement Studio, trigger an Automation Rule, or a Completion Action.

What is a marketing cloud connector?

The Marketing Cloud Connector then allows this activity to trigger an automation in the Marketing Cloud Automation Studio which imports the contact record into a Data Extension. This Data Extension is the source for an Audience set up in Advertising Studio. From here, advertising campaigns launch across digital channels such as Facebook, Google, and LinkedIn.

How to use Pardot?

When to use a Pardot forms/form handler: 1 Your focus is lead generation and/or you expect to generate a lot of leads per day – more than 500 2 Your form is for marketing purposes (like a contact submission, content download, event registration…) 3 Tracking activity (like page visits and conversions) and micro-analytics in Pardot is important to you 4 You want to use lead scoring/grading for better lead qualification 5 You do not want duplicate records created for existing leads/contacts who fill out a form 6 You prefer to edit form styling through CSS in the Pardot form builder (or for a no-code option, you can use this handy resource) OR you prefer to use your own form or form plugin (in this case, you just need a form handler) 7 You only need to gather field values from the Lead or Contact (i.e. Prospect) Objects 8 You want your form to prefill return-visitor data and use progressive profiling to capture more data with each form fill

What is a form handler in Pardot?

Form handlers connect your external forms, like a contact form on your website, to Pardot so that you can funnel prospect information into Pardot. Forms handlers are created in Pardot first, then require adding a line of code to your third party form’s POST action.

Can you use Pardot with Salesforce?

Yes! If you are already using Web-to-Lead, you can also integrate a Pardot form handler. The main benefit of using both Web-to-Lead and Pardot forms is to take advantage of Web-to-Lead capabilities while gathering Pardot’s micro-level web analytics. The integration allows for a dual post of form data to both Salesforce and Pardot.

Can you use a form for marketing?

Your form serves a non-marketing purpose (like submitting a support ticket), you can use it for marketing purposes, but you may risk duplicate or spam entries. You need to gather field values from the Lead/Contact as well as Account, Opportunity, or Custom Objects.

Can you use Pardot forms on WordPress?

Pardot forms are designed and managed completely in Pardot. You can use them on your website (either via the WordPress plugin or iFrame) and on Pardot landing pages.

What to look out for

There are still some implications to consider before you make the switch. Before enabling, I would recommend reviewing your current set-up to determine how it will impact your business:

What are the benefits?

The main advantage of enabling the feature is to save your marketers time and to give them more sophisticated reporting in Salesforce. It’s a chance for you to review your current use of campaigns in both systems, streamline your processes and define your reporting needs:


Pardot Reporting Basics

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