Salesforce to Pardot – Selective Sync

With this, Marketing Administrators can sync the data selectively from Salesforce to Pardot without writing a single line of code.
For more information: Check the help article.

The catch here is that in the Marketing Data Sharing Rule, you can set only one criterion at a time, for example, Lead status = Open, but what if a business has decided to sync the Open Leads from the EMEA region which follows multiple
conditions, example Lead status = Open & Region = EMEA?

What does a Marketing Admin will do in this scenario? No Problem, we have a solution for it.

We can set a Custom Field in the backend, which we can append with Salesforce
Automations. In Marketing Data Sharing Rule, we can configure this field as a single criteria
condition.

Benefits

1. API call consumption will be less if we sync selective data to Pardot as compared to global sync

2. Non-mailable Leads/Contacts can be skipped from getting synced

3. Marketable database load can be hugely minimized as Pardot have a limit of mailable prospects count in a system

Happy Learning😊

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More about the Author: Lakhan Meghani