Once you’ve successfully connected Salesforce to Pardot after following the connection steps, you may think to head straight to migrating your data. However, there’s a little more to Pardot and Salesforce integration and it’s important to do all of the set up before importing any data.
In order for the two systems to work together correctly, you’ll need to test and configure your Pardot account by mapping prospect, account and opportunity fields, mapping Salesforce to Pardot usernames, and setting up SSO.
V1 vs V2 Connector
The V2 Connector was released exclusively to new Pardot users in February 2019 and resolved many annoyances of V1.
Unfortunately, you can’t pick and choose which version you’re on as it’s defaulted based on the purchase date.
The key areas where V2 has improved are:
- Set up effort: there’s a guided walk-through.
- B2BMA integration.
- Initial sync is quicker due to the connector being in the ‘paused’ state.
- Data visibility is increased due to Marketing Data Sharing.
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