Salesforce Pardot allows you to create custom fields to enter and save prospects’ data that cannot be entered in default fields. In this post, you will learn why custom fields are used, and how they are created.
What Are Custom Fields?
Default Pardot fields often capture the most essential information about your prospects. However, there are times when you need to enter information that default fields cannot hold. Hence, Pardot created the custom fields feature.
Aside from holding prospect data, custom fields can also be used in Pardot forms to help collect information from possible customers and turn them into marketing prospects. Custom fields can even be linked to your Pardot interface’s connected CRM for easier data exchange and management.
How to Set-Up New Pardot Custom Fields
Here are the steps you must follow in creating new custom fields:
- Login to the Pardot interface.
- Click on the Admin tab.
- A drop-down option box appears. Click on Configure Fields.
- Select Prospect Fields from the choices that follow. The Prospect Fields screen will appear.
- Click the + Add Custom Field. It’s an orange button at the right side of your screen.
- Enter your desired field Name. This name cannot be seen by prospects; it’s only used for your own internal
- Pardot operations.
- The next item, Custom Field ID, will carry an automatically-generated value. Leave it as is. This field cannot be edited once all settings are saved.
- Edit your Prospect Field Settings:
- Tags – You may add a tag to your field to help you organize your collection of custom fields accordingly. It’s an optional setting that doesn’t affect your custom field negatively if not done.
- Type – Choose a field type from the drop down menu. Choices include the following:
- Radio Button
- Text area
- CRM User
- Three checkboxes with various preferences are available underneath the Type choices. Tick the ones you want to apply to your new custom field, or leave them unchecked accordingly.
- Once done, hit the blue button named Create custom field.
Your new custom field will now be visible in your Prospect Fields screen. You may now start working on the new field, add other custom fields, or sync them to a connected CRM.