How to Create Terminus Activity Fields in Pardot

Note for Terminus customers:

• The instructions in this article are suggested use cases to harness Terminus's data pushback capabilities
• As everyone's Salesforce/Pardot setup is unique, these should be used as guidelines; your organization's Salesforce/Pardot administrator will ultimately be responsible for implementing
• While the Terminus support team can verify if there are roadblocks for our Insights package pushing data to your account, the Terminus team is not able to build or troubleshoot these workflows or reports for customers
  
  

Prerequisites

• In order to see your Terminus activity data in Pardot, you will need to have installed the Terminus Insights package, and Terminus’s Lead-to-Account Mapping feature for Salesforce.
• Having support from Salesforce and Pardot Administrators will likely be necessary to implement the recommended changes outlined in this article. 

Related articles:

• How to Create Salesforce Reports Using Terminus & Pardot Data

Overview

Surfacing anonymous, account-level engagement data alongside lead and contact data in a marketing automation system gives marketers the most complete picture of what's happening in their marketing programs, and allows for more seamless coordination between platforms.

By surfacing Terminus activity data on Pardot Prospect records, marketers can architect nurture streams and workflows inside of Pardot's Engagement Studio that align perfectly with their account-based programs. Additionally, Terminus's Lead-to-Account Mapping functionality helps to connect leads to their associated accounts to get insight into the engagement levels of the entire buying committee.

In this article, we'll walk through the necessary steps to have Terminus data automatically sync from Salesforce to your instance of Pardot. 

These steps include:

• Step One: Creating Terminus Fields on the Lead Object
• Step Two: Creating Terminus Fields in Pardot
• Step Three: Build a Flow in Salesforce

Step One: Creating Terminus Fields on the Lead Object

The Terminus Insights managed package pushes account engagement data from the Terminus Engagement Hub into Salesforce, enabling users to prioritize outreach based on accounts that are aware of, most engaged with, and/or actively researching their company’s offerings.

In order for Terminus data to flow from Salesforce into Pardot, you will first need to create corresponding Lead fields for all the Account fields you want to sync back to Pardot.

Below, you'll find a list of the fields to create on the Salesforce Lead object.  

Please note that not all fields will be applicable to your use cases and business needs.

To create a new Lead field in Salesforce, navigate to Setup > Object Manager > Lead > Fields and Relationships. From here, you can create the recommended Terminus fields on the Lead object. 

 A few things to note when completing this step:

• One (1) Lead field needs to be created for every one (1) Account field that is being mapped.
• Fields need to be visible to at least one user role in Salesforce in order for them to appear in Flow Builder (part of a later step). 

Step Two: Creating Terminus Fields in Pardot

Next, you'll need to create the same fields on the Prospect object in Pardot.

In Pardot, navigate to Pardot Settings > Object and Field Configuration > Account Fields, and use the "Add Custom Field" button to add your newly-created Terminus Lead fields into Pardot as Prospect Fields.

In this step, you’ll want to ensure that Salesforce is selected as the dominant system in the “Sync Behavior”field by selecting “Use Salesforce’s Value.”

Step Three: Build a Flow in Salesforce 

As a final step, users will need to build a Flow in Salesforce to update your newly-created Lead fields when data on the associated Account is updated. Using this Flow will help to minimize the load on the system, as updates will only occur when new data is recognized on the Account object. 

To get started, in Salesforce navigate to Setup > Flows, and click “New Flow” to create a new Record-Triggered flow. 

After the trigger has been created, select “Edit”, and configure the trigger to ensure that it triggers when a record is created or updated, and is set to run after the record is saved. 

Assign the flow to the Account object by clicking “Choose Object,” and location the Account object value:




Next, you’ll create a new decision logic by dragging the Decision element from the toolbox (in the left panel), into the right panel.

Configure the Decision with the following settings, and then select “Save”:

• Label = “Is There ABM Activity Today”
• Details Label = “Update ABM Activity Today”
• When to Execute Outcomes = “All Conditions Are Met”
• Resource = “{!$Record.LastVisitMoment__c}”
  or users can just type “Last Visit Date” to click this value in the interface
• Operator = “Equals”
• Value = {!$Flow.CurrentDate} or users can click “$Flow”>”CurrentDate” in the interface

From here, you’ll connect your record-triggered flow to your newly created decision by dragging the circle on the flow to the decision. 

Create a new “Update Records” data element by dragging the “Update Records” link in the Toolbox on to the right panel: 



Configure the Update Records settings with the following:

• Label = “Update L2A Matched Leads”
• How to find records… = “Specify conditions…”
• Object = “Lead”
• Condition Requirements = “Conditions are Met”
• Filter Field = Terminus_Inferred_Lead__c
• Filter Operator = Equals
• Filter Value = {!$Record.Id} 

Here, you will need to add a field for each Lead field that needs to be updated.

• Field = Lead Field desired
• Value = Account field targeted 

Finally, connect your Decision to your newly created “Update Records” object by dragging the circle located on your decision to the “Update Records” icon. Confirm the outcome dialog by clicking “Done.”

Click “Save” to save your flow, and click “Activate” to enable it!

FAQ

Is the Terminus activity data surfaced on the Lead object for those specific individuals?

• No; the Terminus data surfaced in Pardot (and on the Lead record in Salesforce) will be for anonymous account-level activity for accounts associated with your Leads/Prospects.