Salesforce Integration Flashcards
What’s the difference between Pardot and SF?
Pardot is the lead, marketing tool.
SF is generall the CRM for opps/sales processes
True/False: SF connector does not need be API enabled in SF
False
True/False: SF connector needs to have Pardot connector user permission set and several standard object permissions (Object change logs, leads, contacts, tasks, users, campaigns, opps, accounts) before SF connector will function properly
True
How do you view permissions included in each step in SF?
Setup > Manage Users > Permission Sets
True/False: Pardot connector user permission set should be applied only to Pardot connector user
True
What objects are synced between SF and Pardot?
Accounts
Contacts and Leads (Prospects)
Opps
SF Campaigns
What system is the master?
Salesforce
How do opp syncs work?
CRM opps must be tied to a contact that is syncing with Pardot to be created in Pardot
What happens when you import prospects into Pardot?
Will cause them to sync with SF, even if unassigned. But will not create new record if not already existing in SF with same email address
Main components of the SF connector
Data syncs for prospects to leads and contacts in SF
Campaigns and campaign members from SF to Pardot
Prospects to leads
Accounts and Contacts
Can you manually create opps in Pardot?
No, if you have the SF connector
What do you need to do with the Pardot AppExchange App?
Install in SF BEFORE setting up 1st CRM connector in Pardot
What’s the relationship between Salesforce users and Pardot users?
SF users without Pardot user seat will not be able to view Pardot activities on leads/contacts
What happens when a prospect is deleted in Pardot?
Data no longer appears in SF VisualForce pages
Field Mapping Process
Default fields map automatically but can be edited
Admin > Configure Fields > Prospect Fields
What does mapping custom fields to SF require?
Name, type, custom field ID, and SF field name
Can you have multiple CRMs connected at one time?
No
How often does Pardot check for changes in SF?
Every 2 minutes
What can’t be synced to Pardot?
Lookup, record type, geolocation, text area rich
What prospect activities cause prospect records to queue for syncing from Pardot to CRM?
Form submission
Form handler submission
Landing page submission
Unsubscribe
Why would you use a Pardot API?
CRM integration with non-SF CRM
Custom integration with third party apps not natively supported by Pardot
What’s a visibility conflict?
When a Pardot user has SF permissions that are more restrictive than the connector user
What is the Pardot Integration User?
Automatically provisioned user that connects to SF to sync data
Can person accounts be integrated?
Yes, with Pardot support
What user actions cause prospect records to queue for syncing from Pardot to CRM?
Prospect import
Prospect field changes (including opting out prospects via import or manually)
Pardot campaign changes
Changes to assigned user
Manually syncing from the prospect record
Are unassigned prospects synced to SF?
Unassigned prospects will not sync to Salesforce unless there is an existing record in Salesforce with the same email address.
What happens when a prospect is assigned to a Pardot assigned user who is not mapped to a Salesforce user?
The prospect is assigned to the Salesforce connector user
What are the steps to install the SF Pardot connector?
1) install Pardot Appexchange App
2) Assign Pardot connector user permission set
3) assign object permissions to the connector user
4) add the SF-P connector in Pardot
What are the steps to configure SF for the connector?
1) map Pardot custom lead fields to contact fields
2) show Pardot data in SF (add fields and Visualforce pages to SF lead and contact layouts)
3) add custom Pardot buttons to page layouts and SF campaigns layout
4) Let users edit Pardot list membership in SF
5) give users access to Pardot data in SF
What are the steps to configure Pardot?
1) map SF and Pardot custom fields
2) Connect Pardot and SF Users
What must happen in order to map Pardot multi-select/checkbox fields to SF?
Values must match exactly
What does the set up send as CRM user function do?
Allows you to send emails in Pardot from any SF user
Where can you access sync errors?
Admin > Connectors > Sync Errors
What do you need to do to sync all prospects (over 500K)?
Contact Pardot support
How can you prevent prospects from syncing with SF?
Disable CRM syncing
If SF doesn’t have a record with an email, don’t assign the prospect in Pardot
What are the steps to connect Pardot to a sandbox?
1) install Pardot Appexchange Package in sandbox
2) add Sandbox connector in Pardot
3) switch from a SF sandbox to production account
What system actions cause prospect records to queue for syncing from Pardot to Salesforce?
Record changes that occur because of an automation rule or completion action
Add to Salesforce campaign via automation rule, segmentation rule, completion action, or Engagement Program action
Salesforce campaign status update via automation rule, segmentation rule, completion action, or Engagement Program action
Which prospect activities DO NOT trigger a sync from Pardot to Salesforce?
Receiving or opening an email, unless the action is set to adjust prospect score
Page views, unless the action is set to adjust prospect score
Visitor sessions
Prospect account changes
Creating or mapping new custom fields
Changes to formula fields in Salesforce
Undeleting a prospect
What lead and contact activities will trigger a sync from Salesforce to Pardot?
Activities that update the Last Modified timestamp
Updating a lead or contact email address
Updating the assigned user (owner) for the lead or contact record
Making field changes to a lead or contact record
