One of the first Pardot implementation tasks should be to update Salesforce page layouts, specifically for Leads and Contacts. You may not have realized, but when you install Pardot from the AppExchange, new fields and Visualforce pages are added to your org. However, they’re not initially displayed and you need to add them.
What fields does Pardot add to Salesforce?
This is a great question! You can find the whole list in the Salesforce documentation. Additionally, you can see the syncing behavior between default Pardot fields and Salesforce fields. Many of these fields will be familiar if you work in Salesforce already. Others like Score, First Activity, Prospect Referrer, Pardot Conversion Date and Google Analytics Campaign (just to name a few) will be new. You’ll want to put these on page layouts so sales reps and/or business development reps can take advantage. It’s really worth taking the time to understand how these fields are populated and then educating the people who will be looking at them.
Adding Pardot Data in Salesforce Page Layouts
The first step in determining what Pardot data needs to show in Salesforce is knowing who needs to see it. Keep in mind, in order to see Pardot information, each Salesforce user will need to apply the Pardot Permission Set.
Next you’ll want to navigate to the Lead or Contact page layout editor. You can either edit an existing page layout or create a new one, every org will have different requirements.
We recommend creating a new section and adding the fields below at a minimum.
In an additional section add the Pardot Activities, Pardot List Membership and optionally the Pardot Social Data Visualforce Pages.
Note: If you’re in Lightning, it’s recommended to use the Pardot Engagement History module (instead of Pardot Activities) on the Lightning Page Layout.
Finally, you can add a custom button “Add to Pardot List” which is super useful adding individual records to marketing lists.
Pardot in Salesforce Lightning
If you’ve enabled Pardot Lightning and then you can see your most engaged accounts on campaign records. The Embedded Engagement History Dashboard widget aggregates the number of activities for leads and contacts linked to an account, so you can see which accounts are worth your focus, right on the campaign record.
Not covered here, you can also add Pardot engagement metrics to campaign layouts if Connected Campaigns is enabled.
- Knowledge Base:
- Trailhead Module: Salesforce & Pardot Integration: Configure Your Salesforce Account
- Release Notes: See Most Engaged Accounts on Campaign Records