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Posted: Mon Dec 23, 2024 9:07 am
Considerations for archiving prospects
As Salesforce detail in their Guidelines, “if a Salesforce record stops meeting rule criteria, whether due to record updates or changes to rule criteria, the corresponding Pardot record is sent to the recycle bin”, we must be aware of how this will impact the Pardot database.
Prospects in the Recycle Bin do not count towards the Mailable Prospect Limit.
We can undelete a prospect at any time by removing them from the Recycle Bin manually or via an import.
We can also permanently delete prospects from the Recycle Bin.
Deleted prospects don’t appear in Pardot reports.
When you undelete a prospect, they appear in reports again. Deleting a prospect doesn’t affect the report’s original numbers. For example, if an email report had 10 HTML opens and you delete five of those prospects, the email report still shows 10 HTML opens.
Page Actions aren’t triggered for deleted prospects.
After a prospect is in the Recycle Bin, Pardot tracks only form submissions.
If the deleted prospect has a record in the CRM, the prospect isn’t undeleted when the record is updated and synced via the CRM.
Archived prospects data will not show on the Engagement History denmark telephone number component, the Metrics Fields component, or the Related List.
So, whilst we can (and should!) always use Pardot’s key automation features to control what syncs to Salesforce, Marketing Data Sharing’ might just be the solution for you to ensure which Leads and Contacts added to your Salesforce instance should also be added to Pardot.
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Grayscale headshot of Chloe Wilde
Chloe Prowse
Having worked with Salesforce products for 10+ years, Chloe is a certified consultant and marketing automation enthusiast with a varied background across martech, operations, and enterprise consulting. She loves meeting new people and sharing her knowledge to set them up for success, including matching MarCloud customers with the right service solutions. Passionate about ethical marketing, she'll find any excuse to talk about GDPR and compliance on the Salesforce platform.
More by Chloe Prowse
Featured resource
3D eBook cover with text How to Measure ROI using Pardot
How to Measure ROI Using Pardot
Proving ROI is the holy grail for marketers. In our ‘How to Measure ROI Using Pardot’ eBook, you’ll find a detailed list of all the steps you need to take to fully track and report on marketi
As Salesforce detail in their Guidelines, “if a Salesforce record stops meeting rule criteria, whether due to record updates or changes to rule criteria, the corresponding Pardot record is sent to the recycle bin”, we must be aware of how this will impact the Pardot database.
Prospects in the Recycle Bin do not count towards the Mailable Prospect Limit.
We can undelete a prospect at any time by removing them from the Recycle Bin manually or via an import.
We can also permanently delete prospects from the Recycle Bin.
Deleted prospects don’t appear in Pardot reports.
When you undelete a prospect, they appear in reports again. Deleting a prospect doesn’t affect the report’s original numbers. For example, if an email report had 10 HTML opens and you delete five of those prospects, the email report still shows 10 HTML opens.
Page Actions aren’t triggered for deleted prospects.
After a prospect is in the Recycle Bin, Pardot tracks only form submissions.
If the deleted prospect has a record in the CRM, the prospect isn’t undeleted when the record is updated and synced via the CRM.
Archived prospects data will not show on the Engagement History denmark telephone number component, the Metrics Fields component, or the Related List.
So, whilst we can (and should!) always use Pardot’s key automation features to control what syncs to Salesforce, Marketing Data Sharing’ might just be the solution for you to ensure which Leads and Contacts added to your Salesforce instance should also be added to Pardot.
Share
Grayscale headshot of Chloe Wilde
Chloe Prowse
Having worked with Salesforce products for 10+ years, Chloe is a certified consultant and marketing automation enthusiast with a varied background across martech, operations, and enterprise consulting. She loves meeting new people and sharing her knowledge to set them up for success, including matching MarCloud customers with the right service solutions. Passionate about ethical marketing, she'll find any excuse to talk about GDPR and compliance on the Salesforce platform.
More by Chloe Prowse
Featured resource
3D eBook cover with text How to Measure ROI using Pardot
How to Measure ROI Using Pardot
Proving ROI is the holy grail for marketers. In our ‘How to Measure ROI Using Pardot’ eBook, you’ll find a detailed list of all the steps you need to take to fully track and report on marketi