Setting Lead Record Type for Leads - Pardot to Sales Cloud

When we have Prospects in Pardot, we have nurtured them and they have become Marketing Qualified, we push them to Salesforce Sales Cloud (SC) for the Salespersons to work on. We can automate this by setting up Automation rules or Completion Action to assign them to Salesforce Users or Queues in Pardot. Once these Prospects sync with CRM, they are created as Leads (unless otherwise set by you) in SC. It is the Pardot Integration User that creates these Leads in SC.


You may have multiple Lead Record Types in SC according to your organization's requirements. By default, Pardot will create a Lead in SC of the Lead Record Type that is set as default for the Pardot Integration User in its Profile.


Here, in the above example, we can see that thought 3 Lead Record Types have been assigned or are visible to the Pardot Integration User, only the Campaign Lead Lead Record Type has been set as the Default Lead Record Type. Thus, all the Leads that are created by the Pardot Integration User will be of this Lead Record Type.

If you want to create Leads in SC of different Record types, you will have to set it up in Pardot when you are assigning these prospects. The simplest way to do this is by the way of Automation Rules. But, there are a few steps that we need to take to do this.

Step 1: Create a Custom Field in Pardot to save the Lead Record Type information

Step 2: Use this field in the Automation Rule while assigning prospects to SC

Looking at Step 1 in detail, we will have to create a Custom Drop-down Field in Pardot and map it to the default Salesforce field called RecordTypeId. This will save the Lead Record Type information in form of a drop-down list for the Lead that can be used inside of Pardot.


In Step 2, create an Automation Rule for assigning prospects to SC. In the Automation Rule below, we have rules to check that the prospect does not exist in SF as a Lead or a Contact, it is a new prospect, hence it is less than 1 day old and has filled up a Pardot form. This helps us in avoiding old prospects who would have also filled up this form. The last step is to set the Actions for this Automation Rule. Here, we have used the Lead Record Type ID field in Pardot to set the desired Lead Record Type for the Lead to be created.

Now, the new Lead created in SC would have this as the Lead Record type. You can go ahead and create other Automation Rules with specific Rules and set Lead Record types for different type of Leads in your organization.

Comments

Post a Comment

Popular posts from this blog

Pardot Engagement Studio - Sneaky Details

Image
Have you tried creating an Engagement Program (EP) in Pardot and discovered strange ways in which it works? I have had my share of confusion while running an EP and then analyzing its reports. Last week I made a send using an EP. Due to some incident, the send got delayed. Once the incident was solved, I was informed by Pardot Support that it would take a while to clear the backlog for the Engagement Studio and for it to get back on track. But, by that time a day had lapsed and the EP had skipped about 8000 prospects and gone to the next step. Hence, here are some of the learnings that I got from using Pardot EPs: 1. Using a particular date for email send only when required: Had I not set a date on sending the 1st email in my EP, EP would not have marked the Prospects as "Email not sent. Past scheduled date." Setting the email send to 'Immediately' would have been a better option since there were no Triggers or Rules before that node. Image: Engagement Studio Email R
Read more

Resubscribe Functionality in Pardot

Image
Enabling and using the Resubscribe Functionality in Pardot can turn out to be a tricky one.  To explain briefly, if a Prospect Unsubscribes from any of your Newsletters or clicks Unsubscribe from all on the Preference Center, they do not receive any communication from us. If they want to opt-in again for a Newsletter or Sign up for an event, they can now choose to resubscribe to start receiving reminders or invitations by email in the future from us. To enable this feature in Pardot a few steps need to be taken: The feature needs to be enabled from Pardot Settings Texts to be displayed on the Form, in the email and on the Resubscribe Confirmation page need to be provided. Email template needs to be created for the email that will be sent out with more information and the Confirmation Link when the prospects click the link on the form Form Layout template needs to be tweaked for this feature to work Let us start with step 1 here to enable the feature in Pardot. Image: Pardot Settings Se
Read more

Segregating Email Hard Bounces in Pardot due to DMARC Policy

Image
While implementing Pardot, we have all configured Domain Management settings. While setting up the Email Sending Domains, we add a basic few domains, whereas, we might be using a few more while making regular email sends.  One such incident happened with one of my clients. They decided to set up an organizational level domain in the Email Sending Domains while they also used a regional sub-domain for sending emails. Image: Domain Management Setting The problem arose when, in one of their Email Templates, instead of using the organizational level domain, they set a regional sub-domain as the sender. Hence, when they sent an email, it bounced back from the recipient’s system as it did not recognize Pardot as an authorized sender for that sub-domain. The reason for these hard bounces was listed as a DMARC authentication error with the text, DMARC policy; 'sub-domain' domain; Unauthenticated email', etc,. So the option was to either change the Sender email or to get the sub-dom
Read more