Default field mappings (Pardot and Salesforce integration)

Here are some notes about the initial sync that occurs between Pardot and Salesforce (SFDC).

When you first enable and validate the Salesforce Connector in Pardot, a synch will begin automatically. You will not have a chance to define how fields sync between Pardot and Salesforce, and how data overrides work – you are at the mercy of the default mapping that’s been preset for you.

Here is the official document that explains how Pardot fields are mapped to Salesforce fields by default.

Don’t like how the default sync is set up? Want to have total control of the initial mapping between Pardot and Salesforce?I recommend that you do 3 things:

  1. Configure the connector so that Salesforce is prevented from creating new Pardot Prospect records (at least initially).
  2. Ensure that the Salesforce user who’s been set up as the Pardot Connector User is blind to all Leads and Contacts. Your Salesforce administrator will have to set this up prior to verifying and enabling the Pardot Connector.
  3. If you have any assigned Prospects in your Pardot instance, mark them as “Do Not Sync With CRM” using an automation rule. Anyone who’s assigned will be automatically created as a Lead in Salesforce when you verify the Connector (this will happen because step #2 ensures that Pardot will never find an existing Lead for an Assigned prospect – they’re all hidden. So it will attempt to create a new Lead).

These setting will ensure that no Prospects are synched initially. This gives you time to configure the kind of integration mapping that you desire.

Remember that you can do a “practice integration” by connecting Pardot to a Salesforce Sandbox, and even by getting a free Pardot Training Environment to protect your main Pardot during integration testing.

 

In addition, here is a table that shows field IDs for the default mapping for our organization. Some of these field types might depend on our specific Salesforce setup:

 

Pardot field name Pardot field ID salesforce.com Field Name Type In case of conflicting values:
Years In Business years_in_business Text
Website website Website Text If Pardot and Salesforce values differ when data sync occurs: Use Salesforce’s value
Territory territory Text
Source source LeadSource Text If Pardot and Salesforce values differ when data sync occurs: Use Salesforce’s value
Scoring Category Last Scored At last_scored_at pi__Pardot_Last_Scored_At__c Date If Pardot and Salesforce values differ when data sync occurs: Use Pardot’s value
Salutation salutation Salutation Dropdown If Pardot and Salesforce values differ when data sync occurs: Use Salesforce’s value
Province state MailingState Text If Pardot and Salesforce values differ when data sync occurs: Use Salesforce’s value
Postal Code zip MailingPostalCode Text If Pardot and Salesforce values differ when data sync occurs: Use Salesforce’s value
Phone phone Phone Text If Pardot and Salesforce values differ when data sync occurs: Use Salesforce’s value
Pardot Hard Bounced pardot_hard_bounced pi__pardot_hard_bounced__c Checkbox Pardot is the master. Map this lead field to the contact field so the contact record pulls in the data. This field is hidden until a hard bounce. Even if the Do Not Email and Opted Out fields are cleared, the bounce history is retained on the prospect record and the Pardot Hard Bounced, Email Bounced Reason and Email Bounced Date fields are not cleared. If the hard bounce was the result of an invalid email address, adding a valid email address clears the Pardot Hard Bounced field.
Opted Out opted_out HasOptedOutOfEmail Checkbox More about Opt-Out synch behaviour
Last Name last_name LastName Text If Pardot and Salesforce values differ when data sync occurs: Use Salesforce’s value
Job Title job_title Title Text If Pardot and Salesforce values differ when data sync occurs: Use Salesforce’s value
Industry industry Industry Text If Pardot and Salesforce values differ when data sync occurs: Use Salesforce’s value
First Name first_name FirstName Text If Pardot and Salesforce values differ when data sync occurs: Use Salesforce’s value
Fax fax Fax Text If Pardot and Salesforce values differ when data sync occurs: Use Salesforce’s value
Employees employees NumberOfEmployees Text If Pardot and Salesforce values differ when data sync occurs: Use Salesforce’s value
Email Bounced Reason email_bounced_reason EmailBouncedReason Text More details in the official field mapping docs
Email Bounced Date email_bounced_date EmailBouncedDate Text More details in the official field mapping docs
Email email Email Text If Pardot and Salesforce values differ when data sync occurs: Use Salesforce’s value

Read more about how email address changes are synched

Do Not Email is_do_not_email Checkbox
Do Not Call is_do_not_call Checkbox
Department department Department Text If Pardot and Salesforce values differ when data sync occurs: Use Salesforce’s value
Country country MailingCountry Text If Pardot and Salesforce values differ when data sync occurs: Use Salesforce’s value
Company company Company Text If Pardot and Salesforce values differ when data sync occurs: Use Salesforce’s value
Comments comments Textarea
City city MailingCity Text If Pardot and Salesforce values differ when data sync occurs: Use Salesforce’s value
Annual Revenue annual_revenue AnnualRevenue Text If Pardot and Salesforce values differ when data sync occurs: Use Salesforce’s value
Address Two address_two MailingStreet Text If Pardot and Salesforce values differ when data sync occurs: Use Salesforce’s value
Address One address_one Street Text If Pardot and Salesforce values differ when data sync occurs: Use Salesforce’s value

The Pardot documentation has more information about standard sync behaviours.

And, this document shows how to change the sync behaviour for a particular pair of fields. Keep in mind that data priorities between Pardot and Salesforce cannot be changed for certain fields (For example, the “Opted Out” field – although that field can be remapped). These special rules are explained in the official field mapping documentation.

Finally, you should be aware that – regardless of the sync behaviour you’ve set up – Pardot will never use a blank value to overwrite an existing field value. The nuances of how Pardot acts on blank values are explained in this post from The Spot for Pardot.

 

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