Formula Fields work fine for Pardot Marketing Data Sharing Rules
18 Aug 2022
You might have seen documentation that you can’t use a formula field to filter Salesforce and Pardot object synchronization with Marketing Data Sharing Rules because, by its nature, you can’t set your Pardot Integration User to be able to edit a formula field.
Nonsense – it works fine.
Just set your Pardot Integration User to be able to View the formula field.
Maybe you need Read & View All on the object or something too, I didn’t experiment too deeply.
That said, once you get your field permissions set up right for that User (permission sets are fine; no need to do it by profile), it could take some logging out of Salesforce & Pardot, hitting “Sync Metadata” in the little gear by the Pardot connector to Salesforce, waiting 5-10 minutes, and other general fiddling around before the field shows up under Field in the Marketing Data Sharing Rule’s “Use explicit criteria” configuration panel.
Other posts about Pardot Marketing Data Sharing Rules
- Part 1 - Block all Pardot syncing with Marketing Data Sharing Rules
- Part 2 - Prevent Pardot from syncing Leads
- Part 3 - Pardot Opportunities need Contact Roles to sync
- Part 4 - This Article
- Part 5 - Save button missing in Pardot Marketing Data Sharing Rules