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Flashcards in Salesforce Integration Deck (39)
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1

What's the difference between Pardot and SF?

Pardot is the lead, marketing tool.
SF is generall the CRM for opps/sales processes

2

True/False: SF connector does not need be API enabled in SF

False

3

True/False: SF connector needs to have Pardot connector user permission set and several standard object permissions (Object change logs, leads, contacts, tasks, users, campaigns, opps, accounts) before SF connector will function properly

True

4

How do you view permissions included in each step in SF?

Setup > Manage Users > Permission Sets

5

True/False: Pardot connector user permission set should be applied only to Pardot connector user

True

6

What objects are synced between SF and Pardot?

Accounts
Contacts and Leads (Prospects)
Opps
SF Campaigns

7

What system is the master?

Salesforce

8

How do opp syncs work?

CRM opps must be tied to a contact that is syncing with Pardot to be created in Pardot

9

What happens when you import prospects into Pardot?

Will cause them to sync with SF, even if unassigned. But will not create new record if not already existing in SF with same email address

10

Main components of the SF connector

Data syncs for prospects to leads and contacts in SF
Campaigns and campaign members from SF to Pardot
Prospects to leads
Accounts and Contacts

11

Can you manually create opps in Pardot?

No, if you have the SF connector

12

What do you need to do with the Pardot AppExchange App?

Install in SF BEFORE setting up 1st CRM connector in Pardot

13

What's the relationship between Salesforce users and Pardot users?

SF users without Pardot user seat will not be able to view Pardot activities on leads/contacts

14

What happens when a prospect is deleted in Pardot?

Data no longer appears in SF VisualForce pages

15

Field Mapping Process

Default fields map automatically but can be edited

Admin > Configure Fields > Prospect Fields

16

What does mapping custom fields to SF require?

Name, type, custom field ID, and SF field name

17

Can you have multiple CRMs connected at one time?

No

18

How often does Pardot check for changes in SF?

Every 2 minutes

19

What can't be synced to Pardot?

Lookup, record type, geolocation, text area rich

20

What prospect activities cause prospect records to queue for syncing from Pardot to CRM?

Form submission
Form handler submission
Landing page submission
Unsubscribe

21

Why would you use a Pardot API?

CRM integration with non-SF CRM
Custom integration with third party apps not natively supported by Pardot

22

What's a visibility conflict?

When a Pardot user has SF permissions that are more restrictive than the connector user

23

What is the Pardot Integration User?

Automatically provisioned user that connects to SF to sync data

24

Can person accounts be integrated?

Yes, with Pardot support

25

What user actions cause prospect records to queue for syncing from Pardot to CRM?

Prospect import
Prospect field changes (including opting out prospects via import or manually)
Pardot campaign changes
Changes to assigned user
Manually syncing from the prospect record

26

Are unassigned prospects synced to SF?

Unassigned prospects will not sync to Salesforce unless there is an existing record in Salesforce with the same email address.

27

What happens when a prospect is assigned to a Pardot assigned user who is not mapped to a Salesforce user?

The prospect is assigned to the Salesforce connector user

28

What are the steps to install the SF Pardot connector?

1) install Pardot Appexchange App
2) Assign Pardot connector user permission set
3) assign object permissions to the connector user
4) add the SF-P connector in Pardot

29

What are the steps to configure SF for the connector?

1) map Pardot custom lead fields to contact fields
2) show Pardot data in SF (add fields and Visualforce pages to SF lead and contact layouts)
3) add custom Pardot buttons to page layouts and SF campaigns layout
4) Let users edit Pardot list membership in SF
5) give users access to Pardot data in SF

30

What are the steps to configure Pardot?

1) map SF and Pardot custom fields
2) Connect Pardot and SF Users