Salesforce Integration

Question 1

What’s the difference between Pardot and SF?

Answer 1

Pardot is the lead, marketing tool.

SF is generall the CRM for opps/sales processes

Question 2

True/False: SF connector does not need be API enabled in SF

Answer 2

False

Question 3

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

Answer 3

True

Question 4

How do you view permissions included in each step in SF?

Answer 4

Setup > Manage Users > Permission Sets

Question 5

True/False: Pardot connector user permission set should be applied only to Pardot connector user

Answer 5

True

Question 6

What objects are synced between SF and Pardot?

Answer 6

Accounts
Contacts and Leads (Prospects)
Opps
SF Campaigns

Question 7

What system is the master?

Answer 7

Salesforce

Question 8

How do opp syncs work?

Answer 8

CRM opps must be tied to a contact that is syncing with Pardot to be created in Pardot

Question 9

What happens when you import prospects into Pardot?

Answer 9

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

Question 10

Main components of the SF connector

Answer 10

Data syncs for prospects to leads and contacts in SF
Campaigns and campaign members from SF to Pardot
Prospects to leads
Accounts and Contacts

Question 11

Can you manually create opps in Pardot?

Answer 11

No, if you have the SF connector

Question 12

What do you need to do with the Pardot AppExchange App?

Answer 12

Install in SF BEFORE setting up 1st CRM connector in Pardot

Question 13

What’s the relationship between Salesforce users and Pardot users?

Answer 13

SF users without Pardot user seat will not be able to view Pardot activities on leads/contacts

Question 14

What happens when a prospect is deleted in Pardot?

Answer 14

Data no longer appears in SF VisualForce pages

Question 15

Field Mapping Process

Answer 15

Default fields map automatically but can be edited

Admin > Configure Fields > Prospect Fields

Question 16

What does mapping custom fields to SF require?

Answer 16

Name, type, custom field ID, and SF field name

Question 17

Can you have multiple CRMs connected at one time?

Answer 17

No

Question 18

How often does Pardot check for changes in SF?

Answer 18

Every 2 minutes

Question 19

What can’t be synced to Pardot?

Answer 19

Lookup, record type, geolocation, text area rich

Question 20

What prospect activities cause prospect records to queue for syncing from Pardot to CRM?

Answer 20

Form submission
Form handler submission
Landing page submission
Unsubscribe

Question 21

Why would you use a Pardot API?

Answer 21

CRM integration with non-SF CRM

Custom integration with third party apps not natively supported by Pardot

Question 22

What’s a visibility conflict?

Answer 22

When a Pardot user has SF permissions that are more restrictive than the connector user

Question 23

What is the Pardot Integration User?

Answer 23

Automatically provisioned user that connects to SF to sync data

Question 24

Can person accounts be integrated?

Answer 24

Yes, with Pardot support

Question 25

What user actions cause prospect records to queue for syncing from Pardot to CRM?

Answer 25

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

Question 26

Are unassigned prospects synced to SF?

Answer 26

Unassigned prospects will not sync to Salesforce unless there is an existing record in Salesforce with the same email address.

Question 27

What happens when a prospect is assigned to a Pardot assigned user who is not mapped to a Salesforce user?

Answer 27

The prospect is assigned to the Salesforce connector user

Question 28

What are the steps to install the SF Pardot connector?

Answer 28

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

Question 29

What are the steps to configure SF for the connector?

Answer 29

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

Question 30

What are the steps to configure Pardot?

Answer 30

1) map SF and Pardot custom fields | 2) Connect Pardot and SF Users

Question 31

What must happen in order to map Pardot multi-select/checkbox fields to SF?

Answer 31

Values must match exactly

Question 32

What does the set up send as CRM user function do?

Answer 32

Allows you to send emails in Pardot from any SF user

Question 33

Where can you access sync errors?

Answer 33

Admin > Connectors > Sync Errors

Question 34

What do you need to do to sync all prospects (over 500K)?

Answer 34

Contact Pardot support

Question 35

How can you prevent prospects from syncing with SF?

Answer 35

Disable CRM syncing | If SF doesn't have a record with an email, don't assign the prospect in Pardot

Question 36

What are the steps to connect Pardot to a sandbox?

Answer 36

1) install Pardot Appexchange Package in sandbox 2) add Sandbox connector in Pardot 3) switch from a SF sandbox to production account

Question 37

What system actions cause prospect records to queue for syncing from Pardot to Salesforce?

Answer 37

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

Question 38

Which prospect activities DO NOT trigger a sync from Pardot to Salesforce?

Answer 38

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

Question 39

What lead and contact activities will trigger a sync from Salesforce to Pardot?

Answer 39

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