How to Create a Link to the Pardot Lightning App Prospect in your Salesforce Leads and Contacts
- January 3, 2022
- Pardot Admin, Unfettered Marketing
The Pardot Lightning App was launched in 2018. As we begin 2022, why is the “Pardot URL” field still referring to the Pardot Classic app? And why do we have no off-the shelf internal reference in the Pardot Lightning App to the Pardot Prospect record in Lightning? I have no answer to these questions, but I have discovered an easy-to-implement solution to create a field for your Lead for Contacts that links to the equivalent Pardot prospect lightning record in the Pardot Lightning App. This solution is courtesy of Denise and Alexandre in the Trailblazer Community. It’s too good not to share.
This is simply a Salesforce formula that you create with text as the output type.
All you have to do is copy and paste this code as the formula, no substitutions necessary:
IF(
NOT(ISBLANK(pi__url__c)),
HYPERLINK( LEFT($Api.Partner_Server_URL_260, FIND( ‘/services’, $Api.Partner_Server_URL_260)) &’lightning/page/pardot/prospect?pardot__path=%2Fprospect%2Fread%2Fid%2F’& Right(pi__url__c ,IF(NOT(BEGINS(Right(pi__url__c ,8), ‘=’)),8,7)),LEFT($Api.Partner_Server_URL_260, FIND( ‘/services’, $Api.Partner_Server_URL_260)) &’lightning/page/pardot/prospect?pardot__path=%2Fprospect%2Fread%2Fid%2F’& Right(pi__url__c ,IF(NOT(BEGINS(Right(pi__url__c ,8), ‘=’)),8,7)), “_self”)
,””)
If there is a Pardot URL, this will parse out the prospect ID and construct a URL using your custom salesforce domain and render it as a clickable link. You can then substitute this for the Pardot URL field or use it alongside it. Clicking the link from the Lead or Contact record brings up the Pardot prospect in the Pardot Lightning app without leaving Salesforce (assuming that user has the proper permissions to see the record).
Happy New Year!
This Pardot article written by:Â Bill Fetter
Unfettered Marketing
A collection of random thoughts on how people, places and things in our fascinating world connect to sales and marketing, and what we can learn from it.
Original Pardot Article: https://www.unfetteredmarketing.com//post/how-to-create-a-link-to-the-pardot-lightning-app-prospect-in-your-salesforce-leads-and-contacts
Find more great Pardot articles at https://www.unfetteredmarketing.com/blog
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This Pardot article written by:Â Bill Fetter
Unfettered Marketing
A collection of random thoughts on how people, places and things in our fascinating world connect to sales and marketing, and what we can learn from it.
Original Pardot Article: https://www.unfetteredmarketing.com//post/how-to-create-a-link-to-the-pardot-lightning-app-prospect-in-your-salesforce-leads-and-contacts
Find more great Pardot articles at https://www.unfetteredmarketing.com/blog