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DEG presents an tutorial for Pardot’s salesforce.com Connector
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DEG presents an tutorial for Pardot’s salesforce.com Connector

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Pardot’s Knowledge Base is incredible and has detailed instructions on configuring the salesforce.com connector; however, we've found non-salesforce.com administrators sometimes struggle with this ...

Pardot’s Knowledge Base is incredible and has detailed instructions on configuring the salesforce.com connector; however, we've found non-salesforce.com administrators sometimes struggle with this documentation—it’s sparse on screenshots.

DEG decided to rectify this: We’ve taken Pardot’s excellent documentation, added lots of our own screenshots, and some commentary—creating an instructional, tutorial deck that you can have open as you configure the integration.

To learn more about Pardot, salesforce.com, or ExactTarget, go to www.DEGdigital.com

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  • Presentation created by Kevin Joseph Smith (ksmith@DEGdigital.com).
  • Before you begin, make sure you understand the nuances of activating your CRM Connector: http://www.pardot.com/faqs/best-practices/things-to-know-before-activating-your-crm-connector/I would highlight the following about the salesforce.com ConnectorPardot uses email address as unique identifiersalesforce.com will be the database of record (except for a few Pardot specific fields)Prospects must be assigned a user to be automatically created in salesforce.com.KJS Verbiage
  • Log into your salesforce.com administrator account.http://www.pardot.com/faqs/salesforce/setting-salesforcecom-connector/
  • Click on Setup (drop down menu under name in top right).Click on Security Controls.http://www.pardot.com/faqs/salesforce/setting-salesforcecom-connector/
  • Click on Network Access. http://www.pardot.com/faqs/salesforce/setting-salesforcecom-connector/Then the New button.KJS Verbiage
  • Enter the following three IP address ranges that Pardot will use when syncing with your salesforce.com account:http://www.pardot.com/faqs/salesforce/setting-salesforcecom-connector/
  • Log into PardotHover over Admin in the top navigation.Click Connectors in the resulting dropdown.Click on + Add Connector to add the salesforce.com connector.http://www.pardot.com/faqs/salesforce/setting-salesforcecom-connector/
  • Select salesforce.com from the list of vendors.Enter a name for the connector that will only be used internally (i.e. “salesforce.com Pardot Connector”)
  • Enter your salesforce.com Username and Password. Note that if your salesforce.com password changes, it must be changed here as well to maintain the connection. At a minimum, the connector user entered needs to have access to the following in salesforce.com:Create, update, and read all leadsCreate, update, and read all contactsCreate all tasksRead all usersRead all campaignsRead/write Change Log objecthttp://www.pardot.com/faqs/salesforce/setting-salesforcecom-connector/
  • From here, you can click Create connector to save the new connection, and move on to the “Verifying your connector” step of this article. But you may want to choose some optional salesforce.com-specific settings in the connector first.http://www.pardot.com/faqs/salesforce/setting-salesforcecom-connector/
  • http://www.pardot.com/faqs/salesforce/setting-salesforcecom-connector/
  • There are additional options under Email Logging and Email Notifications.KJS Verbiage
  • http://www.pardot.com/faqs/salesforce/setting-salesforcecom-connector/
  • When finished, click Create Connector button.KJS VergbiageYour salesforce.com connector will now appear in the connectors table. It automatically saves as Not Verified. Click Verify Now to deploy the connection.If Pardot is able to successfully send and receive data to and from salesforce.com, the status will change to checkmark denoting a proper integration.http://www.pardot.com/faqs/salesforce/setting-salesforcecom-connector/
  • The Pardot connection with salesforce.com requires that certain custom fields and scripts be in place in order for us to leverage the salesforce.com API most efficiently.Keep in mind, salesforce.com limits API usage based on edition type–specifically, the number of API requests (or calls) that an organization may execute concurrently or within a 24-hour period. You can ping the Pardot Solutions team (click the “Support” tab on the left or the “Contact Support” button on the right) if you feel that you may not have enough API calls available to your organization to sync frequently with Pardot.http://www.pardot.com/faqs/salesforce/installing-pardot-appexchange-application/For Sandbox accounts, review Pardot’s documentation for special instructions: KJS Verbiage
  • In salesforce.com, install the Pardot AppExchange composite applicationhttp://www.pardot.com/faqs/salesforce/installing-pardot-appexchange-application/Click ContinueKJS Verbiage
  • Approve the package’s API access. Click the Next button.KJS Verbiage
  • Choose security settings. Click the Next button.KJS Verbiage
  • Click the Install button.KJS Verbiage
  • Pardot naturally creates new Leads in salesforce.com; when you convert that Lead to a Contact, the Contact may not show all data from the Lead record unless you make sure to first map your Lead to Contact fields in salesforce.com.Click Setup in the top navigation.http://www.pardot.com/faqs/salesforce/mapping-lead-fields-contact-fields/
  • Click Customize in the resulting left navigation.Click Leads to expand the navigational menu.Click Fields in the sub-menu.http://www.pardot.com/faqs/salesforce/mapping-lead-fields-contact-fields/
  • Scroll down to your custom fields and click Map Lead Fields.http://www.pardot.com/faqs/salesforce/mapping-lead-fields-contact-fields/
  • Choose the corresponding contact fields (denoted by “Contact:” before the field name) from the drop down. Click Save to retain your selection.http://www.pardot.com/faqs/salesforce/mapping-lead-fields-contact-fields/
  • Installing the AppExchange application will setup the fields for you but not display them by default. To have the Pardot fields display you will need to edit some of your salesforce.com settings.In salesforce.com, click Setup in the top navigation.http://www.pardot.com/faqs/salesforce/custom-fields-salesforcecom/This section will walkthrough configuring for the Lead Layout Page. You will also need to replicate the exact process for the Contact Layout Page.KJS Verbiage
  • Click Setup in the top navigation.Click Customize in the resulting left navigation.Click Leads to expand the navigational menu.Click Page Layouts.http://www.pardot.com/faqs/salesforce/custom-fields-salesforcecom/
  • On the Lead Page Layout, a drag-and-drop box containing all of your field options will appear at the top of the page. Drag a Section field on to your lead layout page.http://www.pardot.com/faqs/salesforce/custom-fields-salesforcecom/
  • Return to the Fields section of the drag-and-drop editor and scroll right to locate the Pardot custom fields. Drag all the Pardot Fields into your new section. These include Pardot Score, Pardot Grade, Pardot URL, Pardot Campaign, Pardot Created Date, Pardot First Activity, Pardot Last Activity, Pardot Comments, and Pardot Notes. There are also several fields you can drag in for Google Analytics if you are using the Google Analytics Connector.http://www.pardot.com/faqs/salesforce/custom-fields-salesforcecom/
  • All of the Pardot fields have been added! Let’s add the Visualforce sections nowKJS Verbiage
  • Use the drag-and-drop editor to create another section on your Layout.http://www.pardot.com/faqs/salesforce/custom-fields-salesforcecom/
  • In the pop window, Enter Pardot Activities for the name of the Section Select 1 (Single) for the number of columns and uncheck the checkboxes for showing section heading. Click Ok.http://www.pardot.com/faqs/salesforce/custom-fields-salesforcecom/
  • Click on the Visualforce Pages tab and drag the Pardot Lead Activities into your new section.KJS Verbiage
  • Use the drag-and-drop editor to create another section on your Layout.http://www.pardot.com/faqs/salesforce/custom-fields-salesforcecom/
  • In the pop window, Enter Pardot Activities for the name of the Section Select 1 (Single) for the number of columns and uncheck the checkboxes for showing section heading. Click Ok.http://www.pardot.com/faqs/salesforce/custom-fields-salesforcecom/
  • Click on the Visualforce Pages tab and drag both Pardot Lead Activities and Pardot Lead List Membership into your new section.KJS Verbiage
  • Use the drag-and-drop editor to create another section on your Layout.http://www.pardot.com/faqs/salesforce/custom-fields-salesforcecom/
  • In the pop window, Enter Pardot Activities for the name of the Section Select 1 (Single) for the number of columns and uncheck the checkboxes for showing section heading. Click Ok.http://www.pardot.com/faqs/salesforce/custom-fields-salesforcecom/
  • Click on the Visualforce Pages tab and drag Pardot Social Data into your new section.KJS Verbiage
  • Lead Layout box at top of page, select Buttons. (Fields will be the default selection.)Select the “Send to Pardot” button and drag it into the section labeled Lead Detail at the top of the layout with the other grayscale buttons.Select the “Send Pardot Email” button and drag it into the section labeled Lead Detail at the top of the layout with the other grayscale buttons.http://www.pardot.com/faqs/salesforce/custom-fields-salesforcecom/
  • The ‘Send Pardot Email’ button allows your salesforce.com users to send a Pardot tracked email from inside of salesforce.com. The users can send a free form tracked email, or use a marketing approved Pardot email template to send to a lead or contact. http://www.pardot.com/faqs/salesforce/custom-fields-salesforcecom/
  • Lead Layout box at top of page, select Buttons. (Fields will be the default selection.)Select the “Send to Pardot” button and drag it into the section labeled Lead Detail at the top of the layout with the other grayscale buttons.Select the “Send Pardot Email” button and drag it into the section labeled Lead Detail at the top of the layout with the other grayscale buttons.http://www.pardot.com/faqs/salesforce/custom-fields-salesforcecom/
  • The ‘Send to Pardot’ button makes it easy to add salesforce.com leads or contacts to Pardot if they do not already exist there. It will create a new record in Pardot, based on email address, and update all corresponding data points. If the record already exists in Pardot, no harm done — it will not create a duplicate but will simply sync. If you have the setting to “Automatically create prospects in Pardot if they are created in Salesforce.com” you may not want to have this button installed.http://www.pardot.com/faqs/salesforce/custom-fields-salesforcecom/
  • You may need to add more height to the Visualforce Pages. To do this, click on the wrench icon at the top right corner of the section to access the section properties. Enter 350 for the height of Pardot Lead Activities.http://www.pardot.com/faqs/salesforce/custom-fields-salesforcecom/
  • Associating CRM usernames with a Pardot has two major functions: allowing for Single Sign-On between Pardot and salesforce.com, and allowing any actions that the Pardot connector user takes to be attributed to that user.In Pardot, Hover over Admin.Click on User Management.Click on Users.http://www.pardot.com/faqs/salesforce/mapping-usernames-and-single-sign-on/
  • Click on the gear icon to the far right of the appropriate user. Click Edit.http://www.pardot.com/faqs/salesforce/mapping-usernames-and-single-sign-on/
  • Scroll down to the bottom of the Edit User box, right under Time Zone.Selectthe appropriate salesforce.com user from the CRM Username drop-down menu. (The CRM username and the Pardot user account you are editing should be the same person.)Click Save user.Repeat for all users in Pardot that have a corresponding salesforce.com user.http://www.pardot.com/faqs/salesforce/mapping-usernames-and-single-sign-on/
  • It is important to set up your salesforce.com/Pardot single sign-on as it enables the users to transfer seamlessly between the CRM and Pardot without needing to log into both. This also prevents salesforce.com users from having to enter their Pardot username and password  in order to view an iframe in a lead or contact record.Administrators can enable single sign-on for their users in Pardot, either through user import, at the individual user level, or by following the next steps. Keep in mind, when using these steps, users will not be able to access Pardot directly–they must gain access to Pardot through the CRM.http://www.pardot.com/faqs/salesforce/mapping-usernames-and-single-sign-on/
  • Go to Admin > User Management > Users.Use the checkboxes on the left side of the table to select all users you wish to enable single sign-on for.From the dropdown at the bottom left of the users table, select Enable single sign-on with CRM.http://www.pardot.com/faqs/salesforce/mapping-usernames-and-single-sign-on/
  • Instead of an Administrator enabling Single-Sign On, a user can enable.KJS VerbiageIn Pardot, hover over your email address in the top right to see your settings. Click Settings.http://www.pardot.com/faqs/salesforce/mapping-usernames-and-single-sign-on/
  • If incorrect or absent, click Edit My User Information to change or add it.If your username is correct, click Verify after the name.http://www.pardot.com/faqs/salesforce/mapping-usernames-and-single-sign-on/
  • Enter your salesforce.com password when prompted and click Verify.http://www.pardot.com/faqs/salesforce/mapping-usernames-and-single-sign-on/
  • You will receive a message letting you know whether or not this was successful.If successful, log into salesforce.com and click on the Pardot tab. You should be able to go directly into the application without logging into Pardot separately.Each of your employees will need to perform these steps to utilize the single sign on. Note that if your salesforce.com username or password changes, you will need to make the same change within Pardot.http://www.pardot.com/faqs/salesforce/mapping-usernames-and-single-sign-on/
  • Now that you have installed the Pardot AppExchange App and edited your salesforce.com layout, the next step is to map the custom fields to Pardot. This will enable Pardot custom fields to sync back and forth.http://www.pardot.com/faqs/salesforce/mapping-salesforcecom-pardot-custom-fields/
  • Click on + Add Custom Field.http://www.pardot.com/faqs/salesforce/mapping-salesforcecom-pardot-custom-fields/
  • Select a custom field from the salesforce.com Field Name drop-down menu.The Type field and any relevant information will auto-populate.http://www.pardot.com/faqs/salesforce/mapping-salesforcecom-pardot-custom-fields/
  • Select a custom field from the salesforce.com Field Name drop-down menu.The Type field and any relevant information will auto-populate.Click Create Custom Field.http://www.pardot.com/faqs/salesforce/mapping-salesforcecom-pardot-custom-fields/
  • In Pardot, hover over Admin. Then Hover over Configure Fields and Click on Account Fields.http://www.pardot.com/faqs/salesforce/mapping-salesforcecom-pardot-custom-fields/
  • Click on + Add Custom Field.http://www.pardot.com/faqs/salesforce/mapping-salesforcecom-pardot-custom-fields/
  • Enter a Name for the custom field. The name should correspond with a custom field in salesforce.com.The Custom Field ID field will auto-populate with the name you entered above. Leave as is.http://www.pardot.com/faqs/salesforce/mapping-salesforcecom-pardot-custom-fields/
  • Select a custom field from the salesforce.com Field Name drop-down menu.The Type field and any relevant information will auto-populate.Click Create Custom Field.http://www.pardot.com/faqs/salesforce/mapping-salesforcecom-pardot-custom-fields/
  • You did it! Repeat these steps to add all of the salesforce.com Account custom fields that you want to sync with Pardot.KJS VerbiageWhich custom salesforce.com fields won’t sync with Pardot?Formula fieldsLookup fields:Record Type fields:Geolocation fields:Text Area (rich) fieldIf a custom salesforce.com field is in use by any Pardot field, it won’t display as an option to map.If you’re using a custom field in salesforce.com on both leads and contacts, we pull the name of the salesforce.com field from the contact field ID.Any time you don’t see the field name you wish to map, click the green “refresh” arrow to have the connector pull a fresh list of all fields we can “see” and that aren’t already in use.http://www.pardot.com/faqs/salesforce/mapping-salesforcecom-pardot-custom-fields/

DEG presents an tutorial for Pardot’s salesforce.com Connector DEG presents an tutorial for Pardot’s salesforce.com Connector Presentation Transcript

  • Pardot Training: salesforce.com Connector Configuration November 2013
  • Hello! Kevin Joseph Smith, Sr. Training Coordinator ksmith@DEGdigital.com 913.951.3124 • Pardot-trained Implementation Specialist • Conducted 115+ ExactTarget trainings • Implemented 50+ ExactTarget accounts Pardot’s Knowledge Base is incredible and has detailed instructions on configuring the salesforce.com Connector; however, I’ve found non-salesforce.com administrators sometimes struggle with this documentation—it’s sparse on screenshots. I decided to rectify this: I’ve taken Pardot’s excellent documentation, added lots of my own screenshots, and some commentary—creating an instructional, tutorial deck that you can have open as you configure the integration. Enjoy! Pardot Training :: salesforce.com Connector Configuration
  • DEG DEG’s Core Disciplines Digital Direct, Social Media, Enterprise Collaboration, Web Content Management, E-Commerce, and Mobile DEG’s Support Disciplines Creative, Process Management, Analytics & Insights, and Technology Pardot Preferred Partner DEG is 1 of 5 Pardot Implementation Partners ExactTarget Platinum Partner DEG is the ONLY 2x ExactTarget Partner of the Year DEG is an ExactTarget Consulting Partner of the Year Pardot Training :: salesforce.com Connector Configuration View slide
  • Configuration Process 1. Whitelist Pardot‘s IP Addresses 2. Enable the salesforce.com Connector 6. Mapping Usernames and Single Sign-On – – – Usernames SSO – Administrator Enables SSO – User Enables 7. Mapping Pardot Custom Fields 3. Install the Pardot AppExchange Application 4. Map your Lead Fields to Contact Fields – – 8. Import Contacts & Leads Created Prior to Integration 5. Map Pardot Fields – – – Prospect Fields Account Fields Fields Visualforce Pages Buttons Pardot Training :: salesforce.com Connector Configuration View slide
  • Before You Begin… Before you begin, make sure you understand the nuances of activating your CRM Connector: http://www.pardot.com/faqs/best-practices/things-to-knowbefore-activating-your-crm-connector/ I would highlight the following about the salesforce.com Connector – – – – Pardot uses email address as unique identifier salesforce.com will be the database of record (except for a few Pardot specific fields) Prospects must be assigned a user to be automatically created in salesforce.com. Leads and Contacts in your salesforce.com account prior to the integration, must be exported from salesforce.com and imported into Pardot. Pardot Training :: salesforce.com Connector Configuration
  • Whitelist Pardot’s IP Addresses
  • Whitelist Pardot’s IP Addresses To allow Pardot to make API calls to your salesforce.com instance, you must grant access to Pardot‘s IP Addresses. Let‘s start! 1. Log into your salesforce.com administrator account: https://login.salesforce.com/ Pardot Training :: salesforce.com Connector Configuration
  • Whitelist Pardot’s IP Addresses 2. Click on Setup (drop down menu under name in top right). 3. Click on Security Controls. Pardot Training :: salesforce.com Connector Configuration
  • Whitelist Pardot’s IP Addresses 4. Click on Network Access. Then the New button. Pardot Training :: salesforce.com Connector Configuration
  • Whitelisting Pardot’s IP Addresses 4. Enter the following three IP address ranges that Pardot will use when syncing with your salesforce.com account: Start IP Address End IP Address 67.228.95.145 67.228.95.145 67.228.168.139 67.228.168.141 67.228.223.106 67.228.223.107 Pardot Training :: salesforce.com Connector Configuration
  • Whitelist Pardot’s IP Addresses Pardot Training :: salesforce.com Connector Configuration
  • Whitelist Pardot’s IP Addresses Pardot Training :: salesforce.com Connector Configuration
  • Whitelist Pardot’s IP Addresses Pardot Training :: salesforce.com Connector Configuration
  • Whitelist Pardot’s IP Addresses That‘s it! Awesome job! Pardot Training :: salesforce.com Connector Configuration
  • Enable the salesforce.com connector
  • Enable the salesforce.com Connector 1. Log into Pardot: https://pi.pardot.com/ 2. Hover over Admin in the navigation bar. Then click Connectors in the resulting dropdown. Lastly, click on + Add Connector button. Pardot Training :: salesforce.com Connector Configuration
  • Enable the salesforce.com Connector 3. Select salesforce.com from the list of vendors. 4. Enter a name for the connector that will only be used internally (e.g. ―salesforce.com Pardot Connector‖) Pardot Training :: salesforce.com Connector Configuration
  • Enable the salesforce.com Connector 5. Enter your salesforce.com Username and Password. – Note that if your salesforce.com password changes, it must be changed here as well to maintain the connection. At a minimum, the connector user entered needs to have access to the following in salesforce.com: • Create, update, and read all leads • Create, update, and read all contacts • Create all tasks • Read all users • Read all campaigns • Read/write Change Log object Pardot Training :: salesforce.com Connector Configuration
  • Enable the salesforce.com Connector From here, you can click Create connector button to save the new connection, but you will likely want to choose some optional salesforce.com-specific settings in the connector first. Pardot Training :: salesforce.com Connector Configuration
  • Enable the salesforce.com Connector Option Effect Automatically create prospects in Pardot if they are created in Salesforce.com This enables a trigger to set any newly created leads or contacts in salesforce.com to sync down to Pardot. This won‘t happen for historical leads or contacts, only those created after installing the Pardot AppExchange package in salesforce.com, and will only work for leads and contacts created with an email address. If this feature is enabled later on, any leads and contacts with email addresses that were created after the Pardot package was installed in salesforce.com will be pushed down to Pardot. Select a Default campaign from the dropdown for any prospect created with this option. Automatically change emails in Pardot to reflect changes in salesforce.com If a email address of a lead/contact is updated in salesforce.com, the Pardot prospect will be updated to reflect this change. Exclude salesforce.com ―Partner‖ and ―Customer Portal‖ users from Prospect assignment his option will exclude salesforce.com Partner and Customer Portal users from displaying in the ―CRM Username‖ dropdown when you edit a user in Pardot. Allow editing of Prospect lists within the CRM Checking this box allows CRM users to add/remove prospects from Pardot lists from within the CRM. If you check this box, you must add the VisualForce elements to your Lead and Contact page layouts. Connect to a salesforce.com sandbox account This option gives you the ability to connect to a salesforce.com sandbox account. Pardot Training :: salesforce.com Connector Configuration
  • Enable the salesforce.com Connector There are additional options under Email Logging and Email Notifications. Pardot Training :: salesforce.com Connector Configuration
  • Enable the salesforce.com Connector Option Effect Sync emails with the CRM This automatically logs an activity for every email sent to a prospect (list, drip, autoresponder and 1-to-1 prospect emails). NOTE: This can quickly fill up your activity views, especially on an account object. Disabling Email Logging in Pardot is not retroactive. If you sense that the email logging might interfere with your workflow in salesforce.com, it is recommended that you do not enable ‗Sync emails with the CRM.‘ Sync plugin emails with the CRM This logs an activity for any emails your users send via Pardot for Microsoft Outlook, our Thunderbird extension, our Apple Mail plug-in, or our add-in for Gmail. Enable salesforce.com emails for task creation Enables salesforce.com to send a notification email to your user when a task is created. Enable salesforce.com emails for assignment rules Enables salesforce.com to send a notification email to your user when assignment rules run. Enable salesforce.com emails for user and queue assignments Enables salesforce.com to send a notification email to your user when an assignment takes place to a user or queue. Pardot Training :: salesforce.com Connector Configuration
  • Enable the salesforce.com Connector 6. When finished, click Create Connector button. 7. Your salesforce.com connector will now appear in the connectors table. It automatically saves as Not Verified. Click Verify Now to deploy the connection. – If Pardot is able to successfully send and receive data to and from salesforce.com, the status will change to checkmark denoting a proper integration. Pardot Training :: salesforce.com Connector Configuration
  • Adding the salesforce.com connector to Pardot And now your connected! You did it! Pardot Training :: salesforce.com Connector Configuration
  • Install the Pardot AppExchange Application
  • Install the Pardot AppExchange Application The Pardot connection with salesforce.com requires that certain custom fields and scripts be in place in order for Pardot to leverage the salesforce.com API most efficiently. Keep in mind, salesforce.com limits API usage based on edition type– specifically, the number of API requests (or calls) that an organization may execute concurrently or within a 24-hour period. You can contact the Pardot Solutions team (click the ―Support‖ tab on the left or the ―Contact Support‖ button on the right) if you feel that you may not have enough API calls available to your organization to sync frequently with Pardot. For Sandbox accounts, review Pardot‘s documentation for special instructions: http://www.pardot.com/faqs/salesforce/installing-pardot-appexchangeapplication/ Pardot Training :: salesforce.com Connector Configuration
  • Install the Pardot AppExchange Application 1. Install the Pardot AppExchange composite application: http://www2.pardot.com/pardot-appexchange-package Click Continue. Pardot Training :: salesforce.com Connector Configuration
  • Install the Pardot AppExchange Application 2. Approve the package‘s API access. Click the Next button. Pardot Training :: salesforce.com Connector Configuration
  • Install the Pardot AppExchange Application 3. Choose security settings. Click the Next button. Pardot Training :: salesforce.com Connector Configuration
  • Install the Pardot AppExchange Application 4. Click the Install button. Pardot Training :: salesforce.com Connector Configuration
  • Install the Pardot AppExchange Application The Pardot App is now installed! Pardot Training :: salesforce.com Connector Configuration
  • Map your Lead Fields to Contact Fields
  • Mapping your Lead Fields to Contact Fields Pardot naturally creates new Leads in salesforce.com; when you convert that Lead to a Contact, the Contact may not show all data from the Lead record unless you make sure to first map your Lead to Contact fields in salesforce.com. 1. In salesforce.com, click Setup in the top navigation. Pardot Training :: salesforce.com Connector Configuration
  • Mapping your Lead Fields to Contact Fields 2. Click Customize in the resulting left navigation. Then, click Leads to expand the navigational menu. Lastly, click Fields in the sub-menu. Pardot Training :: salesforce.com Connector Configuration
  • Mapping your Lead Fields to Contact Fields 3. Scroll down to your custom fields and click Map Lead Fields. Pardot Training :: salesforce.com Connector Configuration
  • Mapping your Lead Fields to Contact Fields 4. Choose the corresponding contact fields (denoted by ―Contact:‖ before the field name) from the drop down. Click Save to retain your selection. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields
  • Map Pardot Fields Installing the AppExchange application will setup the fields for you but not display them by default. To have the Pardot fields display you will need to edit some of your salesforce.com settings. This section will walkthrough configuring for the Lead Layout Page. You will also need to replicate the exact process for the Contact Layout Page. 1. In salesforce.com, click Setup in the top navigation. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields 2. Click Customize in the resulting left navigation. Click Leads to expand the navigational menu. Click Page Layouts. Lastly, choose the Lead Layout to edit. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields 3. On the Lead Page Layout, a drag-and-drop box containing all of your field options will appear at the top of the page. Drag a Section field on to your lead layout page. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields 4. In the pop window, enter ―Pardot‖ for the name of the Section. Select 2 (double) for the number of columns and check the checkboxes for showing section heading. Click Ok. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields 5. Return to the Fields section of the drag-and-drop editor and scroll right to locate the Pardot custom fields. – Drag all the Pardot Fields into your new section. These include Pardot Score, Pardot Grade, Pardot URL, Pardot Campaign, Pardot Created Date, Pardot First Activity, Pardot Last Activity, Pardot Comments, and Pardot Notes. There are also several fields you can drag in for Google Analytics if you are using the Google Analytics Connector. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields All of the Pardot fields have been added! Let‘s add the Visualforce sections now. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields – Visualforce Pages 1. Use the drag-and-drop editor to create another section on your Layout. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields – Visualforce Pages 2. In the pop window, enter ―Pardot Activities‖ for the name of the section, select 1 (single) for the number of columns, and uncheck the checkboxes for showing section heading. Click Ok. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields – Visualforce Pages 3. Click on the Visualforce Pages tab and drag the Pardot Lead Activities into your new section. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields – Visualforce Pages 4. Use the drag-and-drop editor to create another section on your Layout. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields – Visualforce Pages 5. In the pop window, enter ―Pardot List Membership‖ for the name of the Section, select 1 (single) for the number of columns, and uncheck the checkboxes for showing section heading. Click Ok. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields – Visualforce Pages 6. Click on the Visualforce Pages tab and drag Pardot Lead List Membership into your new section. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields – Visualforce Pages 7. Use the drag-and-drop editor to create another section on your Layout. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields – Visualforce Pages 8. In the pop window, enter ―Pardot Social Data‖ for the name of the section, select 1 (single) for the number of columns and uncheck the checkboxes for showing section heading. Click Ok. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields – Visualforce Pages 9. Click on the Visualforce Pages tab and drag Pardot Social Data into your new section. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields – Visualforce Pages The Visualforce Pages have been added! Let‘s complete the Lead Page Layout by adding the buttons. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields – Visualforce Pages 1. In Lead Layout box at top of page, select Buttons. Select the ―Send Pardot Email‖ button and drag it into the section labeled Lead Detail at the top of the layout with the other grayscale buttons. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields – Buttons The ‗Send Pardot Email‘ button allows your salesforce.com users to send a Pardot tracked email from inside of salesforce.com. The users can send a free form tracked email or use a marketing approved Pardot email template to send to a lead or contact. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields – Buttons 3. In Lead Layout box at top of page, select Buttons. Select the ―Send to Pardot‖ button and drag it into the section labeled Lead Detail at the top of the layout with the other grayscale buttons. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields – Buttons The ‗Send to Pardot‘ button makes it easy to add salesforce.com leads or contacts to Pardot if they do not already exist there. It will create a new record in Pardot, based on email address, and update all corresponding data points. If the record already exists in Pardot, no harm done — it will not create a duplicate but will simply sync. If you have the setting to ―Automatically create prospects in Pardot if they are created in Salesforce.com‖ you may not want to have this button installed. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields – Buttons After completing the fields, Visualforce Pages, and button, select Save at the top of the Lead Layout box. Pardot Training :: salesforce.com Connector Configuration
  • Map Pardot Fields You mapped the Lead Page layout! Now repeat this whole process for the Contact Layout Page. You may need to add more height to the Visualforce Pages. To do this, click on the wrench icon at the top right corner of the section to access the section properties. Enter 350 for the height of Pardot Lead Activities. Pardot Training :: salesforce.com Connector Configuration
  • Mapping Usernames and Single Sign-On
  • Mapping Usernames Associating CRM usernames with a Pardot has two major functions: allowing for Single Sign-On (SSO) between Pardot and salesforce.com, and allowing any actions that the Pardot connector user takes to be attributed to that user. 1. In Pardot, Hover over Admin. Then click on User Management, and lastly click on Users. Pardot Training :: salesforce.com Connector Configuration
  • Mapping Usernames 2. Click on the gear icon to the far right of the appropriate user. Click Edit. Pardot Training :: salesforce.com Connector Configuration
  • Mapping Usernames 3. Scroll down to the bottom of the Edit User box, right under Time Zone. 4. Select the appropriate salesforce.com user from the CRM Username drop-down menu. (The CRM username and the Pardot user account you are editing should be the same person.) 5. Click Save user. Repeat for all users in Pardot that have a corresponding salesforce.com user. Pardot Training :: salesforce.com Connector Configuration
  • Mapping Usernames Pardot Training :: salesforce.com Connector Configuration
  • Single Sign-On It is important to set up your salesforce.com/Pardot single sign-on as it enables the users to transfer seamlessly between the CRM and Pardot without needing to log into both. This also prevents salesforce.com users from having to enter their Pardot username and password in order to view an iframe in a lead or contact record. Administrators can enable single sign-on for their users in Pardot, either through user import, at the individual user level, or by following the next steps. Keep in mind, when using these steps, users will not be able to access Pardot directly– they must gain access to Pardot through the CRM. Pardot Training :: salesforce.com Connector Configuration
  • SSO – Administrator Enables 1. Go to Admin > User Management > Users. 2. Use the checkboxes on the left side of the table to select all users you wish to enable single sign-on for. 3. From the dropdown at the bottom left of the users table, select Enable single sign-on with CRM. Pardot Training :: salesforce.com Connector Configuration
  • SSO – User Enables Instead of an Administrator enabling Single-Sign On, a user can enable. 1. In Pardot, hover over your email address in the top right to see your settings. 2. Click Settings. Pardot Training :: salesforce.com Connector Configuration
  • SSO – User Enables 3. If incorrect or absent, click Edit My User Information to change or add it. If your username is correct, click Verify Now after the name. Pardot Training :: salesforce.com Connector Configuration
  • SSO – User Enables 4. Enter your salesforce.com password when prompted and click Verify. Pardot Training :: salesforce.com Connector Configuration
  • SSO – User Enables You will receive a message letting you know whether or not this was successful. If successful, log into salesforce.com and click on the Pardot tab. You should be able to go directly into the application without logging into Pardot separately. Each of your employees will need to perform these steps to utilize the single sign on. Note that if your salesforce.com username or password changes, you will need to make the same change within Pardot. Pardot Training :: salesforce.com Connector Configuration
  • Mapping Pardot Custom Fields
  • Mapping Pardot Custom Fields Now that you have installed the Pardot AppExchange App and edited your salesforce.com layout, the next step is to map any custom fields (prospect and account) that you‘ve created in Pardot. This will enable Pardot custom fields to sync back and forth. 1. Let‘s begin with mapping Custom Prospect Fields. In Pardot, hover over Admin. Then hover over Configure Fields and click on Prospect Fields. Pardot Training :: salesforce.com Connector Configuration
  • Mapping Pardot Custom Fields - Prospect Fields 2. Click on + Add Custom Field. Pardot Training :: salesforce.com Connector Configuration
  • Mapping Pardot Custom Fields - Prospect Fields 3. Enter a Name for the custom field. The name should correspond with a custom field in salesforce.com. 4. The Custom Field ID field will auto-populate with the name you entered above. Leave as is. Pardot Training :: salesforce.com Connector Configuration
  • Mapping Pardot Custom Fields - Prospect Fields 5. Select a custom field from the salesforce.com Field Name drop-down menu. 6. The Type field and any relevant information will auto-populate. 7. Click Create Custom Field. Pardot Training :: salesforce.com Connector Configuration
  • Mapping Pardot Custom Fields - Prospect Fields Repeat these steps to add all of the salesforce.com Lead and Contact custom fields that you want to sync with Pardot. Now that we‘ve mapped Custom Prospect Fields, let‘s map an Custom Account Fields that you‘ve created in your account! Pardot Training :: salesforce.com Connector Configuration
  • Mapping Pardot Custom Fields - Account Fields 1. In Pardot, hover over Admin. Then Hover over Configure Fields and Click on Account Fields. Pardot Training :: salesforce.com Connector Configuration
  • Mapping Pardot Custom Fields - Account Fields 2. Click on + Add Custom Field. Pardot Training :: salesforce.com Connector Configuration
  • Mapping Pardot Custom Fields - Account Fields 3. Enter a Name for the custom field. The name should correspond with a custom field in salesforce.com. 4. The Custom Field ID field will auto-populate with the name you entered above. Leave as is. Pardot Training :: salesforce.com Connector Configuration
  • Mapping Pardot Custom Fields - Account Fields 5. Select a custom field from the salesforce.com Field Name drop-down menu. 6. The Type field and any relevant information will auto-populate. 7. Click Create Custom Field. Pardot Training :: salesforce.com Connector Configuration
  • Mapping Pardot Custom Fields You did it! Repeat these steps to add all of the salesforce.com Account custom fields that you want to sync with Pardot. Which custom salesforce.com fields won‘t sync with Pardot? – Formula fields – Lookup fields – Record Type fields – Geolocation fields – Text Area (rich) fields If a custom salesforce.com field is in use by any Pardot field, it won‘t display as an option to map. If you‘re using a custom field in salesforce.com on both leads and contacts, we pull the name of the salesforce.com field from the contact field ID. Any time you don‘t see the field name you wish to map, click the green ―refresh‖ arrow to have the connector pull a fresh list of all fields we can ―see‖ and that aren‘t already in use. Pardot Training :: salesforce.com Connector Configuration
  • Import Contacts & Leads Created Prior to Integration
  • Import Contacts & Leads Created Prior to Integration Any salesforce.com Contact and Leads created prior to the Pardot integration need to be manually uploaded to Pardot: http://www.pardot.com/faqs/administration/import/ Pardot Training :: salesforce.com Connector Configuration
  • Thank You!
  • Thank You! Kevin Joseph Smith, Sr. Training Coordinator ksmith@DEGdigital.com 913.951.3124 Pardot Training :: salesforce.com Connector Configuration
  • Resources Things to Know Before Activating Your CRM Connector http://www.pardot.com/faqs/best-practices/things-to-know-before-activating-your-crm-connector/ salesforce.com Connector - Training Video http://pardot.wistia.com/medias/i814cgvsci salesforce.com Connector http://www.pardot.com/faqs/series/salesforce-connector/ Getting started with the salesforce.com Integration http://www.pardot.com/faqs/salesforce/getting-started-salesforce-com/ Setting up the salesforce.com Connector http://www.pardot.com/faqs/salesforce/setting-salesforcecom-connector/ Installing the Pardot AppExchange Application http://www.pardot.com/faqs/salesforce/installing-pardot-appexchange-application/ Pardot Training :: salesforce.com Connector Configuration
  • Resources Mapping your Lead Fields to Contact Fields http://www.pardot.com/faqs/salesforce/mapping-lead-fields-contact-fields/ Getting Custom Fields to Appear in your salesforce.com http://www.pardot.com/faqs/salesforce/custom-fields-salesforcecom/ How do Pardot default fields map to salesforce.com fields? http://www.pardot.com/faqs/crm/how-do-pardot-fields-map-to-salesforce-com-fields/ Mapping Usernames and Single Sign On http://www.pardot.com/faqs/salesforce/mapping-usernames-and-single-sign-on/ Mapping salesforce.com and Pardot custom fields http://www.pardot.com/faqs/salesforce/mapping-salesforcecom-pardot-custom-fields/ How to Test Your CRM Connector http://www.pardot.com/help/faqs/crm/testing-crm-connector Pardot Training :: salesforce.com Connector Configuration