10 Spooky Things Creeping Around Pardot (Account Engagement)
- October 29, 2022
- Pardot Admin, Salesforce Ben | The Drip
Every professional working with Pardot (Account Engagement) and Salesforce has experienced org terrors. Whether unexpected issues that sneak up on you or malpractice that has gone unnoticed for too long, it can cause a huge scare. Just like a horror film these are issues that will creep up, and there needs to be heroic action to resolve them.
From ghosts and villains, to “Flubber” and alien activity – we explain how to get rid of the witches’ broth of problems in your org.
1. Sync Errors
Pardot sync errors occur when a prospect record fails to sync with its associated lead or contact record in Salesforce.
Like cooking a potent witches’ broth, our Pardot database can contain data that Salesforce won’t accept – Apex CPU time limit exceeded, custom validation exceptions, field type mismatch – don’t let the witches wreak havoc with your connector sync.
2. Connected Platform Sync
Something strange in the neighborhood – who you gonna call? … No one.
The “something strange” in your Salesforce org could be a result of platforms integrated with your Salesforce – even those that have “pre-made”/“plug-in” connectors.
Keeping track of what integrated systems are doing is a chore, and even “pre-made”/“plug-in” connectors need your attention; left unchecked, they could cause a nasty data slime.
How should you tackle these monsters?
- Enable Setup Audit Trail for the objects that are affected most by integrated systems, You can target certain fields to be logged in the history of changes.
- Keep up to date with changes to connectors, with each release. For example, Pardot (now Account Engagement) has notified admins about upcoming sync behavior changes between Pardot and Salesforce for a key field.
3. Bad Email Addresses
Another “something strange” in your Pardot (Account Engagement) org could very well be bad email addresses. Invalid emails, abuse emails, catch-all emails – all need to be purged before taking over your healthy deliverability. Get back-up from an email verification tool before going into battle against bad emails.
4. Weird Email Opens and Clicks
Email opens and clicks are the basic metrics that marketers look at in their Pardot email reports. What about when the number of opens and clicks on the report doesn’t make sense? Is there some alien activity interfering?
Unless you are clued up on the potential causes, you will be stuck trying to explain these figures – and they’re certainly not caused by extraterrestrial activity.
5. Fake Opt-in
Mailability fields, and how they behave, could be the villain in disguise. Opted Out is a field found on prospect records in Pardot (Account Engagement) and is called “Email Opt Out” on Salesforce Lead/Contacts. Since Opted Out and Do Not Email were decoupled the fake opt-in phenomenon has misled innocent prospects when opting in and out of communication.
6. Duplicates
Duplicates – the records created by absent-minded users or systems that already exist in your Salesforce/Pardot database. “Flubber”, the rubber-like super-bouncy substance, will replicate and cause chaos unless harnessed. As we learned in the hit 90s film, Flubber can be used for good – the same goes for duplicates. Some records are deliberately duplicated to serve a purpose and/or in order to sync to different Pardot business units.
7. Ghost Contacts
It’s a common misconception that every Contact in Salesforce must be associated with an Account. That’s actually not the case.
Ghost Contacts can haunt your database, bemoaning the fact they don’t belong to an Account.
There can be multiple reasons why “orphaned” Contacts exist. One reason is the result of “Reverse Syncing”, when an organization decides to “switch off” the ability for the Salesforce-Pardot connector to create Lead records. Instead, Contact records will be created, which don’t always have an Account to belong to.
8. Ghost Leads
More ghosts? Unfortunately, yes.
Salesforce Leads and Accounts aren’t friends. Salesforce Contacts are associated with Accounts, whereas Leads are not. Leads exist independently – but can end up like floating ghosts.
How can you manage leads that should belong to an existing account? That’s where the Matched Lead Component comes in to save the day.
9. Lead Conversion: Disappearing Data
Again, Leads exist independently from Contacts and Accounts. Leads are converted into Contacts once they reach a certain qualification point. However, is there a vanishing act happening, where Lead data isn’t carried across to the new Contact record? Ensure that your key Lead fields are mapped with Contact fields in Salesforce.
10. Malfunctioning Forms
Effective April 22 2022, Pardot (Account Engagement) rolled out a security enhancement to protect customer data. Certain types of forms have the potential to stop functioning– emphasis added for a reason.
Do you have defunct forms on your website and landing pages?
This Pardot article written by:
Salesforce Ben | The Drip
Lucy Mazalon is the Head Editor & Operations Director at Salesforceben.com, Founder of THE DRIP and Salesforce Marketing Champion 2020.
Original Pardot Article: https://www.salesforceben.com/the-drip/10-spooky-things-creeping-around-pardot-account-engagement/
Find more great Pardot articles at www.salesforceben.com/the-drip/
Pardot Experts Blog
We have categorized all the different Pardot articles by topics.
Pardot Topic Categories
- Account Based Marketing (ABM) (7)
- Business Units (14)
- ChatGPT / AI (3)
- Completion Actions (5)
- Connectors (10)
- Custom Redirects (4)
- Data Cloud (2)
- Demand Generation (8)
- Dynamic Content (6)
- Einstein Features (12)
- Email Delivery (17)
- Email Open Rates (3)
- Pardot A/B Testing (2)
- Email Mailability (16)
- Do Not Email (1)
- Double Opt-in (2)
- Opt Out / Unsubscribe (14)
- Email Preferences Page (6)
- Engagement Studio (16)
- Industries (1)
- Non Profit (1)
- Landing Pages (9)
- Lead Generation (1)
- Lead Management (13)
- Lead Routing (3)
- Lead Scoring (16)
- Leads (3)
- Marketing Analytics – B2BMA (9)
- Marketing Automation (1)
- Marketing Cloud (3)
- Marketing Cloud Account Engagement (4)
- Marketing Cloud Growth (2)
- New Pardot Features (6)
- Opportunities (2)
- Optimization (2)
- Pardot Admin (64)
- Duplicates (1)
- Marketing Ops (1)
- Pardot Alerts (1)
- Pardot API (2)
- Pardot Automations (3)
- Pardot Careers (12)
- Pardot Certifications (4)
- Pardot Consulting (1)
- Pardot Cookies (3)
- Pardot Custom Objects (3)
- Pardot Email Builder (8)
- Pardot Email Templates (9)
- HML (6)
- Pardot Events (16)
- Pardot External Actions (1)
- Pardot External Activities (4)
- Pardot Forms (29)
- Form Handlers (8)
- Pardot Integrations (20)
- Data Cloud (1)
- Slack (1)
- Pardot Lead Grading (5)
- Pardot Lead Source (2)
- Pardot Lightning (1)
- Pardot Migration (1)
- Pardot Nurture / Drip Campaigns (1)
- Pardot Personalization (3)
- Pardot Profiles (1)
- Pardot Releases (18)
- Pardot Sandboxes (2)
- Pardot Segmentation (5)
- Pardot Strategy (7)
- Pardot Sync (2)
- Pardot Sync Errors (1)
- Pardot Tracker Domains (5)
- Pardot Training (3)
- Pardot Vs Other MAPs (4)
- Pardot Website Tracking (2)
- Reporting (22)
- Salesforce and Pardot (31)
- Marketing Data Sharing (2)
- Pardot Users (3)
- Salesforce Automation (5)
- Salesforce Flows (2)
- Salesforce Campaigns (20)
- Salesforce CRM (3)
- Record Types (1)
- Salesforce Engage (3)
- Salesforce Queues (2)
- Security and Privacy (1)
- Tags (3)
- The Authors (504)
- Cheshire Impact (9)
- Greenkey Digital (51)
- Invado Solutions (37)
- Jenna Molby (9)
- Marcloud Consulting (6)
- Nebula Consulting (60)
- Pardot Geeks (44)
- Salesforce Ben | The Drip (235)
- SalesLabX (3)
- Slalom (4)
- Unfettered Marketing (46)
- Uncategorized (1)
- Website Tracking (2)
- Website Search (1)
More Pardot Articles
See all posts
This Pardot article written by:
Salesforce Ben | The Drip
Lucy Mazalon is the Head Editor & Operations Director at Salesforceben.com, Founder of THE DRIP and Salesforce Marketing Champion 2020.
Original Pardot Article: https://www.salesforceben.com/the-drip/10-spooky-things-creeping-around-pardot-account-engagement/
Find more great Pardot articles at www.salesforceben.com/the-drip/