How to sync a subset of Leads and Contacts
Posted: Sun Dec 22, 2024 5:27 am
Create a Salesforce field to control MDS, that is mapped between lead object and contact object.
Do not map or create the field in Pardot.
Make sure the field is Read-only’ in the Page Layout.
Ensure the Connector user has the correct view and edit permissions for the field.
Once you’ve decided on your criteria, it's time to set up MDS rules on the Connector.
Setting up Marketing Data Sharing
With MDS, we have the choice of phone number cambodia defining criteria for the following objects:
Lead
Contact
Opportunity
Case
Event
Quote
Each object can have only one rule, however, if you choose to define criteria for a Lead, you must define the rule for both Contact and Lead and vice versa. Additionally, if you have multiple Business Units, you must add criteria for both Leads and Contacts in each Business Unit.
We can choose not to define criteria for all objects e.g. the Opportunity object can be left blank. If left blank, the Connector will instead use the Connector user’s object level permissions (defined by their profile, and extended by permission sets if necessary).
The field must belong to the rule object and the Connector user must have read and edit access to it. When you create a rule for an object, both the rule and the Connector user’s permissions control which records sync.
We can edit the MDS rules later. To do so, just pause the Connector before editing Marketing Data Sharing’ rules.
Step-by-step guide
In the Pardot Lightning app, select Pardot Settings’, and then Connectors’.
Click the gear icon next to the Salesforce Connector, and select Edit Settings’. Select the tab Marketing Data Sharing’.
Screenshot of Marketing Data Sharing settings
Image credit: Trailhead
Open a rule for editing. You will have the option to use Explicit Criteria’ or Default Connector Settings’.
Screenshot of lead criteria
Image credit: Trailhead
Enter the rule in that object.
Save the rule.
When an object has a rule, the details appear in the Criteria column on the Marketing Data Sharing’ tab.
Screenshot of final Marketing Data Sharing settings
Image credit: Trailhead
Do not map or create the field in Pardot.
Make sure the field is Read-only’ in the Page Layout.
Ensure the Connector user has the correct view and edit permissions for the field.
Once you’ve decided on your criteria, it's time to set up MDS rules on the Connector.
Setting up Marketing Data Sharing
With MDS, we have the choice of phone number cambodia defining criteria for the following objects:
Lead
Contact
Opportunity
Case
Event
Quote
Each object can have only one rule, however, if you choose to define criteria for a Lead, you must define the rule for both Contact and Lead and vice versa. Additionally, if you have multiple Business Units, you must add criteria for both Leads and Contacts in each Business Unit.
We can choose not to define criteria for all objects e.g. the Opportunity object can be left blank. If left blank, the Connector will instead use the Connector user’s object level permissions (defined by their profile, and extended by permission sets if necessary).
The field must belong to the rule object and the Connector user must have read and edit access to it. When you create a rule for an object, both the rule and the Connector user’s permissions control which records sync.
We can edit the MDS rules later. To do so, just pause the Connector before editing Marketing Data Sharing’ rules.
Step-by-step guide
In the Pardot Lightning app, select Pardot Settings’, and then Connectors’.
Click the gear icon next to the Salesforce Connector, and select Edit Settings’. Select the tab Marketing Data Sharing’.
Screenshot of Marketing Data Sharing settings
Image credit: Trailhead
Open a rule for editing. You will have the option to use Explicit Criteria’ or Default Connector Settings’.
Screenshot of lead criteria
Image credit: Trailhead
Enter the rule in that object.
Save the rule.
When an object has a rule, the details appear in the Criteria column on the Marketing Data Sharing’ tab.
Screenshot of final Marketing Data Sharing settings
Image credit: Trailhead