Enhancements to Pardot Object Sync (Generally Available)
Where: This change applies to Pardot Plus, Advanced, and Premium editions with Salesforce Enterprise, Performance, and Unlimited editions.
- The B2BMktVisitor object now includes all visitor activity data, not just the first and last interactions.
- We fixed an issue for the beta users where custom fields appeared in OSP app templates but not in the app templates without the OSP enhancements. Custom fields now appear in each type of app.
- You can now exclude certain business units from OSP setup. To exclude one, skip the setup step that allows replication in that business unit’s Pardot settings. If you accidentally turn on OSP in Salesforce but not in Pardot, a replication error appears in the Tableau CRM Data Monitor.
- We created a new app template. Instead of updating an app you used during the beta period, create an app using the B2B Marketing Analytics (Object Sync for Pardot) app template.
How: Setting up Object Sync for Pardot (OSP) is a multistep process, which is outlined in Marketing Setup. Head over to Marketing Setup, and search for Object Sync to find a step-by-step setup page. It shows how to enable the feature in Salesforce and Pardot, select the Pardot fields to include in Tableau CRM, and then perform an initial sync. For the latest data, we encourage you to schedule replication.
After all the preparation work is done, your users can create a B2B Marketing Analytics app that includes Object Sync’s enhanced datasets. No changes were made to the B2B Marketing Analytics Plus apps, Account-Based Marketing or Marketing Campaign Intelligence, so the setup for those apps is the same as always.
The app creation process is a bit different for B2B Marketing Analytics users who participated in the beta period and people who didn’t participate. If you participated in the beta, back up your existing apps, and then create one using the B2B Marketing Analytics (Object Sync for Pardot) app template. Upgrading your beta app erases the original Pardot Object Sync functionality.
If you’re new to Object Sync, all you have to do is create an app using the B2B Marketing Analytics (Object Sync for Pardot) app template.