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Questions tagged [pardot]

Pardot is a B2B Marketing Automation Tool. This tag is for questions related to Pardot's integration, Api, or Automated Processes.

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1answer
152 views

Auto-Complete Pardot Form

We have a subsidiary company on their own instance of SFDC and they use Pardot. We want to be able to send information to them via a Pardot webpage. For example, when we save a record in our ...
1
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1answer
530 views

how to change the CSS for a pardot form?

I've created a form in Pardot and the style is perfect right now , I just need to change the style for 2 of the elements in this registration form. it's a calendar field that I need to change the CSS ...
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1answer
147 views

How can automatically assign all the prospects to a user in Pardot?

I want to import a list of prospects in a list in Pardot. import process is quiet easy. I just don't know how to assign all these users to a specific user during the import operation. does anybody ...
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1answer
1k views

How to create a file upload field in a form in Pardot?

I've created some forms in Pardot and I need to add a file upload field to one of them but I don't know how. I couldn't find such field type in custom fields as well I attached an image to explain ...
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1answer
90 views

Manage displayed content on external data based on data available in SFMC or Pardot

I'm looking for a solution that will allow to manage displayed content on external website, displayed content should be dependent on data from SFMC or Pardot and be easily configured preferably by ...
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1answer
360 views

How can I sync my prospect list in Pardot with Salesforce Automatically?

how can I sync my prospect list in Pardot with Salesforce Automatically? do I have to enable CRM syncing for each prospect separately? is there any way to make this process automatic?
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1answer
155 views

How do I send a Pardot Prospect an email every time a specific Prospect field changes?

Say we have a Pardot Prospect field 'Interests' and someone would update that field, either they themselves using a form or we do it through the Pardot UI (if we're on the phone with them). Then how ...
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0answers
564 views

Pardot API and custom fields in email templates

I'm using the Pardot REST API to send emails documented here: http://developer.pardot.com/kb/api-version-4/emails/#sending-one-to-one-emails It's all great but I would like to set custom fields in ...
2
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1answer
5k views

How can I bulk delete Prospects in Pardot?

On the Salesforce end of things we've implemented some logic to prevent certain contacts ever syncing to Pardot and in test it seems to work as planned, but we still have 924 prospects in Pardot that ...
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2answers
578 views

Pardot form handler that notifies different emails depending on form field choice

I am trying to create a pardot form handler that will notify 1 of 3 different emails, dependent upon the choice the user makes on a specific form field. I was directed to the Knowledge base article ...
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2answers
5k views

adding Pardot website tracker script to my website

Pardot allows you to add campaign and customize your page view scoring. However, I need to add the Pardot tracker a website. I worked with different platforms before such as Marketo, they give you one ...
1
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1answer
504 views

Pardot Authentication error

I am authenticating the Pardot org from the Pardot API console and getting an error: <rsp stat="fail" version="1.0"> <err code="15">Login failed</err> </rsp> How to ...
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1answer
245 views

Can we schedule regular emails from pardot

Can we schedule monthly emails only once, which would run on the last day or first day of the month and send out an email to a list if employees in Pardot. Also, based upon opening up of the email and ...
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1answer
76 views

How to get photo and contact information of user on pardot email template?

I am designing an email template in pardot. for displaying salesforce data i am using prospect fields. for simple fields like name and phone number i am using variables like %%firstname%% and %%phone%%...
2
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1answer
283 views

Contacts never synced to Pardot

I am coming into a system where I am in charge of migrating the mktg automation platform from Pardot to Hubspot. I've found that there are about 1500 contacts that were created in salesforce that ...
0
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1answer
217 views

How to change default field in a segmentation list table

Is there a way to change the default columns of the table in a segmentation list overview? I'd like to show a custom field and remove columns I have no use for. I saw how to do that on the Prospect ...
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2answers
280 views

Filtering Pardot activity out of Lead Reports

I have a report where I measure Lead activity within the last 30 days. This works great, except that I only want to measure actual activity: that is, activity where the reps themselves have contacted ...
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1answer
153 views

Is using Salesforce's Data.com email addresses considered CAN-SPAM compliant? [closed]

A company I know has purchased thousands of email addresses through Salesforce Data Prospector ( https://www.salesforce.com/products/data/solutions/ ). They've now received a complaint through Pardot ...
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1answer
243 views

Summarizing Pardot activities in Salesforce by time period

I need to summarize some Pardot data in Salesforce e.g. I want a custom field that shows me per contact/prospect how many page views (or some other activity)that contact has made in the last x number ...
1
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1answer
363 views

APEX Code with Pardot and Salesforce

I'm setting up Pardot by adding a button in Salesforce to bring prospects over to the Pardot platform by following the setup guide exactly. The following code is throwing an error even though it's ...
1
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1answer
138 views

Engagement Studio - Create an action based off a page view

I have a very specific use case for you and I would be very thankful if anyone has ideas for us, thank you! We are in Engagement Studio and have reached a point where we want to tell Engagement ...
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1answer
169 views

Pardot - Product Interest - Date Field Storing WHEN Interest Came

I find myself in a company that is implementing Pardot for it's Marketing efforts. I've done a little research, but do not see references to what I want and hope that this is simple or at least do-...
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1answer
556 views

Fix Pardot to Salesforce Sync. We get “A country/territory must be specified before specifying a state value for field: State/Province”

When we sync a new Prospect to a Salesforce Lead, we get Field Integrity Exception: A country/territory must be specified before specifying a state value for field: State/Province Now when we ...
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1answer
347 views

How do query a pardot prospect by email address

I think i must be missing something simple, however I have looked through the documentation here: http://developer.pardot.com/kb/api-version-3/prospects/ and I cannot find a simple way to query for ...
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1answer
202 views

How do I associated a lead created through Apex to an existing Pardot visitor?

Suppose I have an existing Pardot visitor_id I get through cookies and then after a user submits a web form to me I invoke a Salesforce web service that creates a lead for me. How do I associate the ...
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1answer
98 views

Pardot email template campaignMemberId

I am doing some investigation on if it is possible to access CampaignMemberId in an Email template. I have access to all contact information, but I can't find the CampaignMemberId. Do anyone know if ...
2
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1answer
163 views

Work with landing pages outside org in Pardot

This seems to be a basic question but I'm unable to find an answer. Is it possible to A/B test landing pages outside a salesforce org with Pardot? I checked this video resource http://www.pardot.com/...
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1answer
185 views

Need to set Related To on a Pardot created Task

Pardot creates some Tasks for agents to contact a potential customer but the marketing team is saying they cannot set the Related To field to be the Account for the Contact. So I tried setting the ...
0
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1answer
84 views

Pardot with Salesforce

I have a Pick-list field name as Sales Director in which 5 members are there and there is a Lead Status field in lead object. What i want want is that whenever a new lead is created and if the ...
2
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1answer
141 views

Lead assignment trigger not firing on Pardot Leads only

I have a trigger that assigns incoming leads to the Account owner if an account already exists. It looks for a matching email domain field. This trigger works fine if i or any other user creates ...
2
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2answers
2k views

How does Pardot Prospect Sync work?

I read that Pardot syncs Prospects with Salesforce in this way: if it finds a Lead with the Prospect email address in SF, it will sync with that lead. If it cannot find a lead, but it can find a ...
3
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0answers
521 views

Send email through Pardot with Apex trigger

I have some workflows and triggers created to send emails at certain points of a sign-up process in my companies app. It was recently requested that I send these emails in a way that can be tracked ...
2
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3answers
456 views

Pardot Certification - Account creation

I wanted to look into Pardot for Salesforce. But I am stuck in the very initial step of creating Pardot account. My questions - Can I create a free Pardot account. If yes where? I already tried - ...
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1answer
1k views

Pardot ObjectChangeLog using huge amounts of data

In one of our sandboxes we are currently over our data limit. One of the main culprits is ObjectChangeLog, which is using nearly 50% of our allowed data. I've queried the object and found that it ...
1
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0answers
67 views

Add lead to Campaign through the use of a unique code entered on Website

I am using Salesforce /Pardot for Marketing purposes. I have a requirement where I would like to send mass letters to Leads, inviting them to an Event. On this letter I have a unique random number ...
0
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1answer
213 views

Sync Pardot when Salesforce lead is updated

I have integrated my Salesforce sandbox with Pardot. When I update a prospect in Pardot, it gets updated in Salesforce but when I update the Salesforce Lead, it doesn't reflect back to Pardot. Am I ...
1
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1answer
3k views

Mock Unit Test for a REST API callout

After attending DF14 I have a fairly solid understanding of the HttpCalloutMock() when unit testing for REST callouts, but I'm having trouble implementing unit testing for the first time. The ...
2
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2answers
2k views

REST API calls to 3rd Party (Pardot), multiple @future callouts

Setup: Pardot (3rd Party services I'm using) requires you to request an API_Key by submitting your email, password, and user_key so that you can then use the api_key with the user_key to do any API ...
2
votes
2answers
2k views

HttpResponse StatusCode=200, but 3rd party request (Pardot) not made

ObJective: I am attempting to create a new prospect in Pardot when a lead that had no email gets updated with an email (Pardot will sync accounts but until the lead email exist there is no prospect to ...
5
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0answers
502 views

Salesforce and Pardot vs. Ciphercloud

I stumbled upon an architectural question regarding Salesforce.com, Pardot and CipherCloud. Once set up Ciphercloud to encrypt data in Salesforce, e.g. personal information like Lead name and Contact ...