Syncing Flashcards
Changes to prospect record are pushed to ______ and information from ______ records is pulled into corresponding fields on prospect records.
Salesforce
How often does syncing occur between Pardot and SF?
every 2 - 4 min
To run a full sync between Pardot and SF, what is the max amount of prospects?
500,000
What causes a prospect to sync from Pardot to SF?
A prospect to sync to SF, the prospect record must meet the pre-req and then an activity must trigger the sync
What happens when you change a contact/lead email address in SF?
It can sync the new address to the corresponding prospect record in Pardot
How does Pardot handle deleted leads and contacts in SF?
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
True or False
SF updates to prospect fields can trigger automation rules in Pardot, if those rules are related to the updated fields
True
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
True
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?
SF connector user
True or False
Pardot syncs on the individual and company level
False
Only the individual level
Records sync based on what field?
CRM ID field
If a prospect doesn’t have a corresponding SF record, Pardot creates what?
Pardot creates a lead to sync with
What happens if a Prospct record doesn’t have a CRM ID and a record with the same email address exists in SF?
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
Syncing opportunity activities are included in the default scoring. What are the scores for created opportunity and for a lost opportunity?
+50
-100
True or False
When mapping SF and Pardot custom fields, create the custom field in Pardot before mapping
True