Custom Prospect Fields in Pardot
Navigating to Prospect Fields in Pardot
Open the Pardot application and navigate to Pardot Settings
Under the Object and Field Configuration header, select "Prospect Fields". From here you'll be able to create new fields and edit existing fields.
Creating New Prospect Fields
Click "Add New Field"
Include all required information - see notes below for context on each entry
1. Name - this is the name of the field that will display on prospect records. It is for internal purposes only.
2. Custom Field ID - this will populate automatically once you input the name
3. salesforce.com Field Name - leave blank. Salesforce Systems Administrators can use this field to sync information between Pardot and Salesforce.
4. Sync Behavior - set to "Use Pardot Value"
5. Type - choose the field type that best suits the field you're creating
Complete check boxes as needed
Editing Existing Prospect Fields
To edit an existing prospect field, click on the name of the field and select "Edit custom prospect field".
NOTE: Do not edit fields that exist in both Pardot and Salesforce without consulting Salesforce Administrators. Fields that exist in both databases have a value in the "Salesforce.com Field Name" column.
Ex. Job Level is a Pardot only field while AGLN is a Pardot and Salesforce field.
Adjust field parameters as needed, then click "Save Custom Field".
