Do you sync Pardot to Sales Cloud? If so, there may be some issues with your Prospect and Account field sync configuration that you may not be aware of.
Sometimes, default fields on Prospects and Accounts aren’t setup by default to sync correctly. I’ve seen Pardot Accounts sync Salesforce number fields to Pardot Text fields. I’ve seen Salesforce picklist fields set to sync to Pardot text fields, and by default allow values into the field outside of the picklist value set.
Luckily, it’s pretty easy to correct these issues if you come across them. The best thing you can do to avoid this is review all of your default fields on Prospects and Accounts in Pardot. Ensure that number fields and picklist fields are set to the correct type, and make any adjustments needed.
If you are syncing a Prospect custom field to a custom field on the Lead object, you’ll need to check a few things.
If the corresponding field’s API name on the Contact isn’t identical to the field’s API name on the lead, when your lead is converted, your Prospect field won’t continue to update to match the value of the field on the Contact.
Want more detail and info on how to resolve this? Read Lucy Mazalon’s great tutorial on Salesforce Ben on how to set this up correctly.
WARNING: Changing API names can break integrations, code and more, so the fix may not be quick.
Pardot doesn’t have a field type to sync to directly to Salesforce checkbox fields, however, you can setup radio fields very quickly to sync these fields. It’s as easy as following these steps when setting up a field to sync.
We hope that this article has helped you improve the quality of your Sales Cloud and Pardot integration.
If you need help with Pardot, click the button below to learn more about how we help our clients achieve success in Pardot.
Need help managing Pardot?