Pardot Life Hacks

The Case for Custom Objects - Pardot Life Hacks - #36

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Let’s talk about custom objects! How can we use them, what are the constraints, and what is the best way to utilize this feature?

A Salesforce 2021 Marketing Champion, 3x Salesforce Certified Ohana Member, Marketing Automation Strategist, Co-leader of the New Hampshire Salesforce Pardot User Group, Marketing Automations Solution Architect at Fishnet Media, Dan Umbro, delves into the functionality of custom objects.

 

Takeaways

  • Dan Umbro’s favorite Pardot Life Hack: Using the Pardot URL field to assist with data clean up in identifying which record is syncing back and forth between Salesforce and Pardot.This is great when having to merge duplicates and identifying the master.
  • Pardot Custom Objects are a great way to bring in more of your Salesforce data and be able to automate marketing activities or tasks off of that.
  • Be aware of these constraints when using Custom Objects:
    • You cannot use its data as an email variable tag
  • They are read only
  • You can get up to 4 custom objects in Pardot Advanced Edition
  • Objects sync in the background every 10 minutes
  • If you are working in the Pardot Lightning app, think about becoming Salesforce Admin  certified! It will help you take advantage of automations and workflows in Salesforce to tie into different solutions in Pardot.
  • Custom Objects are  super valuable when it comes to product renewal. Use them to find every Pardot prospect who is related to a product in Salesforce that was sold over 300 days to begin reaching out for yearly subscription renewals.

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    Useful Links

    • LinkedIn: https://www.linkedin.com/in/danielumbro/
  • NHB2B User Group: https://twitter.com/NHB2B
  • Fishnet Media: https://www.fishnetmedia.com
  • Trailhead: https://trailhead.salesforce.com/en/home

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    Shout Outs

    • 1:52 NHB2B
  • 11:53 Logan Childs 
  • 48:04  Brian Roff
  • 48:57 Lara Black
  • 50:02 Stephen Stouffer
  • 50:04 Mike Creuzer

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    Social

    • #CustomObjects
  • #TrailblazerTalk
  • #Salesforce
  • #Pardot
  • #SalesforceCertified
  • #PardotLifeHackers
  • #SalesforceOhana

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