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Topics#Data ManagementMatt Heinz's Question
Matt Heinz asked in #Data Management
Apr 11, 2017, 10:36 PM

Pardot - Block field updates

Does Pardot let you block field updates (similar to Marketo)?  For example, we'd like to set up Original Lead Source fields, but once there is a value in the field, want to prevent Pardot from over-riding the value with new information.
1 answer
  1. CS Gan (ShopBack)
    Apr 12, 2017, 9:29 AM
    Do you mean by, if there is a value in the Lead Source field within Salesforce, you do not want Pardot to update it?

     

    If yes, go to the Admin > Configure Fields > Prospect Fields > Search for Source > Click Edit

     

    Under Sync Behaviour, select always Use Salesforce's Value if value differs.

    Do you mean by, if there is a value in the Lead Source field within Salesforce, you do not want Pardot to update it?

     

    Below is a segment from the article here (http://help.pardot.com/customer/portal/articles/2160936-syncing-prospect-field-values-with-salesforce):

     

    When Field Sync Behavior is Set to “Use Salesforce’s value”

    • If Pardot and Salesforce values differ when a data sync occurs, the value of the field in Salesforce will overwrite the value of the field in Pardot.
    • In the event that a value in Salesforce is blank or empty and the value in Pardot is not, the value of the field in Pardot will overwrite the empty value in Salesforce.
    • Your Salesforce connector settings can be optionally configured to allow blank or empty values in Salesforce to overwrite non-empty values in Pardot.* In this scenario, Salesforce empty values are treated as a valid field value. If Pardot has a value for a field, and the corresponding field in Salesforce has an empty value, the empty value in Salesforce would sync down to Pardot, effectively erasing the Pardot field value.

     

    If you're looking to hide the field from a form when the field is populated and display the field on a form if it's blank, I do not think that is possible at all.

     

    Hope that helps. 

     

    Cheers,

     

    CS
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