When you leverage the Salesforce Connector you allow Account Engagement (Pardot) to sync prospects, contacts, leads, and opportunities with Salesforce.
Salesforce has actually put together a step by step guide on how to do it. You can download the guide below.
The three main items you will need to make sure you cover are:
- 1. Installing the package
- 2. Mapping your Salesforce fields
- 3. Choosing a sync format and syncing
One thing to keep in mind while initialing trying out syncing is Account Engagement (Pardot) checks for changes in Salesforce and Account Engagement (Pardot) up to every 2 minutes. If you‘re seeing slower sync times, contact support. If you’re updating a large volume of records at a time, it can take longer for all changes to sync.
Once you download the guide below, make sure you verify the syncing rules and that the account you use to connect has the correct permission sets. As always if you need any assistance or have a quick question feel free to reach out.
