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Cassandra WitCassandra Wit 

Custom Field - Checkbox - Pardot & Salesforce Conflict

Hello All, We have a custom field on a lead and a contact that is a checkbox. This checkbox is updated by Pardot. Pardot is checking the box and salesforce is unchecking the box. We have reviewed all Triggers, Workflows and Validation rules, none of them are tied to these custom fields. Have you see anything like this happen before with Pardot or checkbox fields?
 
Thank you!
 
Alaric WimerAlaric Wimer

Hi Cassandra, you might want take a look at the field mapping setup between Pardot and Salesforce. In Pardot, you can navigate to the custom prospect field in question, click on edit and you can see how the field is setup and how it is synced to Salesforce.

 

Here are some helpful articles that can guide you.

 

1. Some considerations to keep in mind wtih field mapping from Pardot to Salesforce: 

https://help.salesforce.com/articleView?id=pardot_sf_connector_setup_map_custom_fields.htm&type=0 (https://help.salesforce.com/articleView?id=pardot_sf_connector_setup_map_custom_fields.htm&type=0)

 

2. How the "sync behavior" options work that you can set on the custom prospect fields

https://help.salesforce.com/articleView?id=pardot_sync_behavior_works.htm&type=5 (https://help.salesforce.com/articleView?id=pardot_sync_behavior_works.htm&type=5)

 

3. Mapping Pardot checkbox fields to Salesforce

https://help.salesforce.com/articleView?id=000314512&language=en_US&type=1&mode=1 (https://help.salesforce.com/articleView?id=000314512&language=en_US&type=1&mode=1)