Typically, users have the connector setting enabled that automatically creates new records in Pardot after they are created in Salesforce with an email address. By using MDS in conjunction with this setting, you can allow only those key marketable leads/contacts to sync to Pardot.
How does Marketing Data Sharing work?
Firstly, both the Lead and Contact object must have one shared MDS criteria.
If a Lead or Contact no longer matches the MDS criteria, the corresponding Prospect record will be sent to the Pardot Recycle Bin.
If you update a Prospect record in Pardot but not the corresponding record in Salesforce, the Prospect record will be sent to the Recycle Bin.
If you are doing an import and those imported prospects do not denmark telephone number match Marketing Data Sharing rules, they are automatically archived. Therefore, we recommend not adding the field that will be used in the MDS criteria to Pardot. This ensures that the Pardot-only Prospects can never unmatch the MDS rules.
Ensure the Connector user has view and edit permissions to the field controlling MDS.
Add the MDS field to your Page Layouts as a read-only field so it is easy to see which Leads/Contacts are syncing to Pardot, and prevent any accidental manual tampering.
How to sync a subset of Leads and Contacts
Create a Salesforce field to control MDS, that is mapped between lead object and contact object.
Do not map or create the field in Pardot.
Make sure the field is Read-only’ in the Page Layout.
Ensure the Connector user has the correct view and edit permissions for the field.
Once you’ve decided on your criteria, it's time to set up MDS rules on the Connector.
Setting up Marketing Data Sharing
With MDS, we have the choice of defining criteria for the following objects:
Lead
Contact
Opportunity
Case
Event
Quote
Each object can have only one rule, however, if you choose to define criteria for a Lead, you must define the rule for both Contact and Lead and vice versa. Additionally, if you have multiple Business Units, you must add criteria for both Leads and Contacts in each Business Unit.
We can choose not to define criteria for all objects e.g. the Opportunity object can be left blank. If left blank, the Connector will instead use the Connector user’s object level permissions (defined by their profile, and extended by permission sets if necessary).
The field must belong to the rule object and the Connector user must have read and edit access to it. When you create a rule for an object, both the rule and the Connector user’s permissions control which records sync.
Step-by-step guide
In the Pardot Lightning app, select Pardot Settings’, and then Connectors’.
Click the gear icon next to the Salesforce Connector, and select Edit Settings’. Select the tab Marketing Data Sharing’.