Syncing Flashcards

1
Q

Changes to prospect record are pushed to ______ and information from ______ records is pulled into corresponding fields on prospect records.

A

Salesforce

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2
Q

How often does syncing occur between Pardot and SF?

A

every 2 - 4 min

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3
Q

To run a full sync between Pardot and SF, what is the max amount of prospects?

A

500,000

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4
Q

What causes a prospect to sync from Pardot to SF?

A

A prospect to sync to SF, the prospect record must meet the pre-req and then an activity must trigger the sync

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5
Q

What happens when you change a contact/lead email address in SF?

A

It can sync the new address to the corresponding prospect record in Pardot

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6
Q

How does Pardot handle deleted leads and contacts in SF?

A

When a synced lead/contact is deleted in SF, its flagged as [[crm_deleted]] and sent it to Pardot recycle bin, Pardot doesn’t recreate the lead/contact in SF

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7
Q

True or False

SF updates to prospect fields can trigger automation rules in Pardot, if those rules are related to the updated fields

A

True

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8
Q

True or False

Prospects that are assigned to a user in Pardot are created as a lead when the prospect isn’t syncing with a record in SF

A

True

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9
Q

Map Pardot users with assigned prospects to SF users before syncing. Ig the prospect’s assigned user isn’t mapped to a SF user, the prospect is assigned to the what?

A

SF connector user

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10
Q

True or False

Pardot syncs on the individual and company level

A

False

Only the individual level

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11
Q

Records sync based on what field?

A

CRM ID field

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12
Q

If a prospect doesn’t have a corresponding SF record, Pardot creates what?

A

Pardot creates a lead to sync with

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13
Q

What happens if a Prospct record doesn’t have a CRM ID and a record with the same email address exists in SF?

A

Pardot syncs to that record.

If there are multiple records in SF with the same email address as the prospect, Pardot syncs with the first record it finds

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14
Q

Syncing opportunity activities are included in the default scoring. What are the scores for created opportunity and for a lost opportunity?

A

+50

-100

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15
Q

True or False

When mapping SF and Pardot custom fields, create the custom field in Pardot before mapping

A

True

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16
Q

True or False

To map a custom field on both the lead object and contact object to the same Pardot field, the API name of the SF fields must be identical

A

True

17
Q

True or False

In Pardot, map number type fields to SF phone type fields

A

False

Phone fields contain non-number characters and don’t sync correctly. Instead map SF phone type fields to text type fields