Connect Existing Pardot Campaigns to New Salesforce Campaigns withWorkbench
- On the Campaigns page in Pardot, click the Pardot Campaigns tab.Do one of the following:From the Pardot app in Salesforce, click the Pardot Campaigns tab.From Pardot, click the Marketing menu and then choose Campaigns.
- From the Pardot app in Salesforce, click the Pardot Campaigns tab.
- From Pardot, click the Marketing menu and then choose Campaigns.
- Click Create New and Map in Salesforce.Salesforce exports the file NewConnectedCampaigns.csv, which contains a list of your unconnected Pardot campaigns.
- (Optional) If your org has required custom fields for campaigns, add them to the CSV file. For each required field, add a column to the file with the field name in the first row. For each campaign record (row), enter the field’s value.
- Log in to https://workbench.developerforce.com with your Salesforce account credentials.
- Select Data | Insert.
- Select Object | Campaign.
- Select From File.
- Click Choose File, and open theNewConnectedCampaigns.csv file.
- Click Next.
- Workbench prompts you to map Salesforce campaign fields to the Pardot campaign fields in the CSV file. Accept the default mappings. If you added columns to the CSV file for required custom fields, find the field on the left. Select the correct CSV field from the CSV column you added.
- Click Map Fields.A confirmation page shows the field mappings and the number of new Salesforce campaign records to be created.
- Click Confirm Insert.Workbench reports the number of campaigns created and any failures. If a campaign fails to create, the reason is listed in the Status column.