Connect multiple existing Account Engagement campaigns to new Salesforce campaigns in bulk using Salesforce Data Loader.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: All Account Engagement Editions with Salesforce Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To connect campaigns with Salesforce Data Loader: | Account Engagement Administrator role |
Note Pardot is now known as Marketing Cloud Account Engagement. We wish we could snap our
fingers to update the name everywhere, but you can expect to see the previous name in a few
places until we replace it, including in the app itself.
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Open the Account Engagement Campaigns page.
- In Account Engagement, select Marketing and then Campaigns.
- In the Lightning app, select Account Engagement Campaigns. This tab isn’t visible by default—an admin must add it.
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Click Bulk Connect Pardot Campaigns to New Salesforce
Campaigns.
Salesforce exports the file NewConnectedCampaigns.csv, which contains a list of your unconnected campaigns.
- If your org has required custom fields for campaigns, add a column for each custom field name to the CSV file.
- Log in with your Salesforce account credentials so you can insert, update, or delete data using Data Loader.
- Select Data.
- Select Show all Salesforce objects, and select Campaign.
- Click Browse, and open the NewConnectedCampaigns.csv file.
- Click Next and after the object and CSV file are initialized, click OK.
- Salesforce Data Loader prompts you to map Salesforce campaign fields to the Account Engagement campaign fields in the CSV file. Accept the default mappings. If you added custom field columns to the CSV file, find the field on the left and select its corresponding CSV column.
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Click Create or Edit a Map, select Auto-Match Fields
to Columns, and then click OK.
A confirmation page shows the field mappings and the number of new Salesforce campaign records to be created.
- Click Next, choose the folder to save the campaigns in, and select Finish.
Salesforce Data Loader reports the number of campaigns created and any failures. If a campaign fails to create, the reason is listed in the ERROR column. After a short wait, the newly connected campaigns appear in the Connected Campaigns view on the Account Engagement Campaigns page.
When you use Salesforce Data Loader to map campaigns, the Pardot Campaign ID field is added to your records for organization purposes. This field isn’t shown on campaigns mapped via other methods, so we recommend that you don’t use the field in reports or page layouts.