Comments on: 13 Spring Cleaning Tips for a Spotless Pardot Org https://thespotforpardot.com/2018/02/19/10-spring-cleaning-tips-for-a-spotless-pardot-org/ A home for marketers on Salesforce to shape the future together Wed, 14 Dec 2022 11:22:36 +0000 hourly 1 https://wordpress.org/?v=6.7.1 By: Mike Creuzer https://thespotforpardot.com/2018/02/19/10-spring-cleaning-tips-for-a-spotless-pardot-org/#comment-1237 Fri, 21 Jun 2019 14:09:13 +0000 https://thespotforpard.wpengine.com/?p=1314#comment-1237 In reply to luisOrtiz.

Luis This sounds like your comments field is set to “Record multiple Responses”. If you go in to Admin, Prospect Fields, Default Fields, and try editing that field to turn off a tickbox for that option. It’s may not be available to turn on/off.

I have used the API to reformat the comments field as it can be hard to read. I used a REGEX to look for the time stamp, and added more space around this so it looked like a header. I also added extra line breaks around paragraphs and such. SFDC honors this formatting much better than Pardot does, but the people needing to read the comments and action them are doing so in SFDC so this works out.
I would also pull in other interesting fields from Pardot but didn’t rate a SFDC Synced field. This is really good for tradeshows because they can give you dozens of really interesting fields that don’t map to your Pardot & Salesforce, so I put them into the comments in a way that is actually readable.

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By: luisOrtiz https://thespotforpardot.com/2018/02/19/10-spring-cleaning-tips-for-a-spotless-pardot-org/#comment-1236 Thu, 16 May 2019 21:08:03 +0000 https://thespotforpard.wpengine.com/?p=1314#comment-1236 Hello , I’m having an issue about a standar field, this field is pardot comments, I have a form, it uses name,lastname,city,email and comments, and when the same lead re send the form with other information on comments Pardot only add that comment to this field so I get the historic of update , I’d like to get only the newest value not the historic values, some ideas? Thanks , regards

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By: Andrea https://thespotforpardot.com/2018/02/19/10-spring-cleaning-tips-for-a-spotless-pardot-org/#comment-1235 Sun, 16 Dec 2018 00:26:51 +0000 https://thespotforpard.wpengine.com/?p=1314#comment-1235 In reply to Sarah.

If you click into the template and scroll down the page, there’s a “usage” box that tells you if it’s in use by Engagement Studio or other automated workflows.

If you try to delete something that’s in use, Pardot actually won’t let you… so I usually just flag the ones I *think* are old, try to delete, and let Pardot save me from myself if I’m wrong 🙂

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By: Sarah https://thespotforpardot.com/2018/02/19/10-spring-cleaning-tips-for-a-spotless-pardot-org/#comment-1234 Mon, 19 Nov 2018 16:22:20 +0000 https://thespotforpard.wpengine.com/?p=1314#comment-1234 Is there any way to find out the old emails quickly as mentioned in 9? We have access to B2B analytics, and have managed to get a full list of emails and templates but not what engagement studio workflows they are connected to.

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By: Fernanda Sobreira https://thespotforpardot.com/2018/02/19/10-spring-cleaning-tips-for-a-spotless-pardot-org/#comment-1233 Wed, 21 Feb 2018 18:21:08 +0000 https://thespotforpard.wpengine.com/?p=1314#comment-1233 The naming convention generator is GOLD! I’m in the process of enforcing a new naming convention at my org and something like this helps so much with the habit creation – love it!

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