{"id":22788,"date":"2021-10-14T09:06:30","date_gmt":"2021-10-14T07:06:30","guid":{"rendered":"https:\/\/www.marketinet.com\/blog\/pardot-marketing-data-sharing-how-to-control-synchronization-salesforce-crm-pardot\/"},"modified":"2025-04-10T12:39:57","modified_gmt":"2025-04-10T10:39:57","slug":"pardot-marketing-data-sharing-how-to-control-synchronization-salesforce-crm-pardot","status":"publish","type":"post","link":"https:\/\/www.marketinet.com\/en\/blog\/pardot-marketing-data-sharing-how-to-control-synchronization-salesforce-crm-pardot\/","title":{"rendered":"Pardot Marketing data sharing: Synchronization of Salesforce CRM to Pardot."},"content":{"rendered":"<p>If you want to <a href=\"\/en\/thedigitalmarketinglab\/how-pardot-and-salesforce-sync-works\" rel=\" noopener\">activate automatic synchronization from Salesforce CRM to Pardot <\/a>and you have the problem of having many records in your CRM (or you have many others that you have no desire to have in Pardot), I tell you that I have good news and bad news.Which one do you want me to start with?<\/p>\n<p><!--more--><\/p>\n<p>The bad news is not so bad, and it is that, <strong>in order to set up what will solve this issue, you need to have Pardot Advanced<\/strong>. If you have it, go ahead, if you don&#8217;t, you should consider getting it, because if you do not have it the following article will not be useful to you.<\/p>\n<p>{{cta(&#8216;055c9f8c-6188-43e2-92e2-f826079a33c7&#8242;,&#8217;justifycenter&#8217;)}}<\/p>\n<h2><span data-contrast=\"none\">Marketing Data Sharing Rules<\/span><\/h2>\n<p>The good news is that obviously there is a solution to filter this synchronization to the subsegment that you need, and this is called <strong>Marketing Data Sharing Rules<\/strong>. So, go for it!<\/p>\n<p><span class=\"TextRun SCXW225786792 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW225786792 BCX0\">In this video, you<strong> can see how to access Marketing Data Sharing Rules<\/strong> which is where we are going to work.<\/span><\/span><span class=\"EOP SCXW225786792 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><img decoding=\"async\" data-src=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/06\/blog\/pardot\/llegar-a-marketing-dara-sharing2.gif\" alt=\"How to access the Marketing Data Sharing Rule\" width=\"1046\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" style=\"--smush-placeholder-width: 1046px; --smush-placeholder-aspect-ratio: 1046\/633;\" \/><\/p>\n<p>\u00a0<\/p>\n<p><span class=\"TextRun SCXW171604095 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW171604095 BCX0\">Using this tool <strong>you can set up the synchronization of a subset of:<\/strong><\/span><\/span><span class=\"EOP SCXW171604095 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<ul>\n<li><span data-contrast=\"auto\">Leads<\/span><span data-ccp-props=\"{&quot;134233279&quot;:true,&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li><span class=\"TextRun SCXW35279477 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW35279477 BCX0\">Contacts<\/span><\/span><span class=\"EOP SCXW35279477 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li><span class=\"EOP SCXW35279477 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span class=\"TextRun SCXW88941310 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW88941310 BCX0\">Organizations<\/span><\/span><span class=\"EOP SCXW88941310 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/span><\/li>\n<li><span class=\"EOP SCXW35279477 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span class=\"EOP SCXW88941310 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span class=\"TextRun SCXW74816613 BCX0\" lang=\"ES-ES\" data-contrast=\"none\"><span class=\"NormalTextRun SpellingErrorV2 SpellingErrorHighlight SCXW74816613 BCX0\">Opportunities<\/span><\/span><span class=\"EOP SCXW74816613 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/span><\/span><\/li>\n<li><span class=\"EOP SCXW35279477 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span class=\"EOP SCXW88941310 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span class=\"EOP SCXW74816613 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span class=\"TextRun SCXW28513468 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW28513468 BCX0\">Custom Objects (it&#8217;s optional)<\/span><\/span><span class=\"EOP SCXW28513468 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/span><\/span><\/span><\/li>\n<\/ul>\n<p><span class=\"EOP SCXW35279477 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span class=\"EOP SCXW88941310 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span class=\"EOP SCXW74816613 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span class=\"EOP SCXW28513468 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">The user who set it up<strong> must have a Pardot Administrator role<\/strong>.<\/span><\/span><\/span><\/span><\/p>\n<p><span class=\"TextRun SCXW213461627 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW213461627 BCX0\">To set up a sync rule, once you get to the location we showed you in the previous video, you can include these rules.<\/span><\/span><span class=\"EOP SCXW213461627 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><img decoding=\"async\" data-src=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/06\/blog\/pardot\/introducir-rule-marketing-data-sharing.gif\" alt=\"Configure synchronization rule in Pardot\" width=\"1046\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" style=\"--smush-placeholder-width: 1046px; --smush-placeholder-aspect-ratio: 1046\/633;\" \/><\/p>\n<h2>Steps for setting up a synchronization rule\u00a0<\/h2>\n<p><span class=\"TextRun SCXW38331563 BCX0\" lang=\"ES-ES\" data-contrast=\"none\"><span class=\"NormalTextRun SpellingErrorV2 SpellingErrorHighlight SCXW38331563 BCX0\">The<\/span><span class=\"NormalTextRun SCXW38331563 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW38331563 BCX0\">steps<\/span><span class=\"NormalTextRun SCXW38331563 BCX0\">\u00a0are:<\/span><\/span><span class=\"EOP SCXW38331563 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p>\u00a0<\/p>\n<p><strong>1. <span class=\"TextRun SCXW17714972 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW17714972 BCX0\">Select an object and edit it<\/span><\/span><span class=\"EOP SCXW17714972 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/strong><\/p>\n<p><strong>2. <span class=\"TextRun SCXW179042285 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW179042285 BCX0\">Set the rule criteria field<\/span><\/span><span class=\"EOP SCXW179042285 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/strong><\/p>\n<p>\u00a0<\/p>\n<ul>\n<li><span class=\"TextRun SCXW208496954 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW208496954 BCX0\">Each object can have only one rule, which will be based on a Salesforce field. The only operator you can use is &#8220;equals&#8221;.<\/span><\/span><span class=\"EOP SCXW208496954 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li><span class=\"EOP SCXW208496954 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span class=\"TextRun SCXW195533314 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW195533314 BCX0\">To avoid syncing issues, or just contradictions, this field only exists in Salesforce CRM, but not in Pardot.<\/span><\/span><span class=\"EOP SCXW195533314 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/span><\/li>\n<\/ul>\n<p><span class=\"TextRun SCXW202283898 BCX0\" lang=\"ES-ES\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW202283898 BCX0\">3.<strong>Once\u00a0<\/strong><\/span><strong><span class=\"NormalTextRun SpellingErrorV2 SpellingErrorHighlight SCXW202283898 BCX0\">you<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">have<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">selected<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">the<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">field<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">\u00a0and\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">the<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">value<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">that<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">it<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">must<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">have<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">\u00a0<\/span><\/strong><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">for<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">the<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">synchronization<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">of<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">those<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">records<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">to<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">\u00a0be\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">executed<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">,\u00a0<\/span><strong><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">click<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">on<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">\u00a0&#8220;<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">Save<\/span><\/strong><span class=\"NormalTextRun SCXW202283898 BCX0\"><strong>&#8220;<\/strong> and\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW202283898 BCX0\">go<\/span><span class=\"NormalTextRun SCXW202283898 BCX0\">!<\/span><\/span><span class=\"EOP SCXW202283898 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p>\u00a0<\/p>\n<p><span class=\"NormalTextRun SpellingErrorV2 SCXW175601492 BCX0\">If<\/span><span class=\"NormalTextRun SCXW175601492 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW175601492 BCX0\">you<\/span><span class=\"NormalTextRun SCXW175601492 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW175601492 BCX0\">want<\/span><span class=\"NormalTextRun SCXW175601492 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW175601492 BCX0\">to<\/span><span class=\"NormalTextRun SCXW175601492 BCX0\">\u00a0use\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW175601492 BCX0\">this<\/span><span class=\"NormalTextRun SCXW175601492 BCX0\">\u00a0module\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW175601492 BCX0\">to<\/span><span class=\"NormalTextRun SCXW175601492 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW175601492 BCX0\">limit<\/span><span class=\"NormalTextRun SCXW175601492 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW175601492 BCX0\">the<\/span><span class=\"NormalTextRun SCXW175601492 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW175601492 BCX0\">synchronization<\/span><span class=\"NormalTextRun SCXW175601492 BCX0\">\u00a0in leads and\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW175601492 BCX0\">contacts<\/span><span class=\"NormalTextRun SCXW175601492 BCX0\">,\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW175601492 BCX0\">you<\/span><span class=\"NormalTextRun SCXW175601492 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW175601492 BCX0\">must<\/span><span class=\"NormalTextRun SCXW175601492 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW175601492 BCX0\">add<\/span><span class=\"NormalTextRun SCXW175601492 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW175601492 BCX0\">the<\/span><span class=\"NormalTextRun SCXW175601492 BCX0\">\u00a0rule in\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW175601492 BCX0\">both<\/span><span class=\"NormalTextRun SCXW175601492 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW175601492 BCX0\">objects<\/span><span class=\"NormalTextRun SCXW175601492 BCX0\">. And if you have more than one Business Unit, you must add these criteria to all of them.<\/span><\/p>\n<p>\u00a0<\/p>\n<p>IMPORTANT:<strong> If any SalesForce record no longer meets the criteria set, it will be removed from Pardot<\/strong>, or rather, <strong>it will go to the trash<\/strong>. Keep in mind that there it is not counted as a record and that it will not increase the cost.<\/p>\n<p><span class=\"TextRun SCXW24716944 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW24716944 BCX0\">If we want to sophisticate this synchronization condition, <strong>we can create a specific custom field to determine that this record should be synchronized.<\/strong><\/span><\/span><span class=\"EOP SCXW24716944 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span>This <strong>custom field can be updated for example with a Workflow Rule<\/strong>, and there you can add multiple criteria according to your business model, to trigger or assign a value to the synchronization field.<\/p>\n<p><img decoding=\"async\" data-src=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/06\/blog\/pardot\/workflow-rule-step1.png\" alt=\"Workflow\u00a0Rule Pardot\" width=\"948\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" style=\"--smush-placeholder-width: 948px; --smush-placeholder-aspect-ratio: 948\/737;\" \/><\/p>\n<p>\u00a0<\/p>\n<p><span class=\"TextRun SCXW34718106 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW34718106 BCX0\">and finally, i<strong>f that set of criteria is met, it will update that field to True, <\/strong>so that the record is synchronized or so it stops to do it.<\/span><\/span><span class=\"EOP SCXW34718106 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span class=\"EOP SCXW34718106 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><img decoding=\"async\" data-src=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/06\/blog\/pardot\/workflow-rule-step2.png\" alt=\"Workflow Rules step 2\" width=\"913\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" style=\"--smush-placeholder-width: 913px; --smush-placeholder-aspect-ratio: 913\/687;\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW260925912 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW260925912 BCX0\">Once the value True has been assigned, or in this case the value 1, that record will enter the subset of synchronization.<\/span><\/span><span class=\"EOP SCXW260925912 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span class=\"TextRun SCXW92524541 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW92524541 BCX0\"><strong>Conclusion:<\/strong> It is said that <strong>in the future this option will be available in more versions of Pardot,<\/strong> but so far it is only in the advanced version. If you have this option, we recommend using it, because we are sure there are many records that you can prevent from being synchronized, avoiding license overruns and better performance between Pardot and Salesforce.<\/span><\/span><span class=\"EOP SCXW92524541 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<hr \/>\n<p>If you liked this article, you may also be interested:<\/p>\n<ul>\n<li><a href=\"\/en\/thedigitalmarketinglab\/sync-errors-between-pardot-and-salesforce\" rel=\"noopener\">Synchronization between Pardot and Salesforce errors<\/a><\/li>\n<li><a href=\"\/en\/thedigitalmarketinglab\/tips-before-pardot-salesforce-sync\" rel=\"noopener\">Tips before Pardot-Salesforce sync<\/a><\/li>\n<\/ul>\n<p>\u00a0<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.marketinet.com\/en\/ebooks\/free-ebook-pardot-campaign-management?utm_source=blog&amp;utm_medium=inbound&amp;utm_campaign=cta_recurso_blog_ebook_gesti\u00f3n_de_campa\u00f1as_de_pardot_en_salesforce_-_en\"><img decoding=\"async\" width=\"783\" height=\"193\" data-src=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2021\/10\/Captura.-en.png\" alt=\"\" class=\"wp-image-27562 lazyload\" data-srcset=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2021\/10\/Captura.-en.png 783w, https:\/\/www.marketinet.com\/wp-content\/uploads\/2021\/10\/Captura.-en-480x118.png 480w\" data-sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 783px, 100vw\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 783px; --smush-placeholder-aspect-ratio: 783\/193;\" \/><\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>If you want to activate automatic synchronization from Salesforce CRM to Pardot and you have the problem of having many records in your CRM (or you have many others that you have no desire to have in Pardot), I tell you that I have good news and bad news.Which one do you want me to [&hellip;]<\/p>\n","protected":false},"author":36,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[1],"tags":[164],"class_list":["post-22788","post","type-post","status-publish","format-standard","hentry","category-sin-categorizar","tag-sf-account-engagement-pardot"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/posts\/22788","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/users\/36"}],"replies":[{"embeddable":true,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/comments?post=22788"}],"version-history":[{"count":0,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/posts\/22788\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/media?parent=22788"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/categories?post=22788"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/tags?post=22788"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}