Case-sensitive default field matching for SFDC

[John Stokely]

((This isn't a new feature per se, but it's a change that could come up in support tickets, so I'm giving everyone a heads up))

A long time ago, in a land far away, a small minority of our clients asked us why, when they updated a prospect's name casing (bob vs. Bob) in Pardot, their update got immediately undone by the CRM.  We responded to this by making our sync process ignore case changes--so that if a marketer updated a name's capitalization only in Pardot, it would not get overwritten by the CRM.

Unfortunately, this meant that conversely, if a Contact in SFDC's name was updated from bob to Bob, that update did not carry in to Pardot.  Recently our clients have begun asking why we do this--since SFDC is supposed to be the system of record for default fields (unless configured otherwise).  Because of this, we have undone that change, and now when SFDC is the "master" for a field, it always updates Pardot--even if it's just a case change.

Cheers,

stokes

[Adam Blitzer]

Thanks John -- this had 100+ votes on the Idea Exchange:

http://ideas.pardot.com/forums/36996-ideas/suggestions/3534605-recognize-upper-and-lower-case-in-name-fields-when

Awesome!

Adam Blitzer :: VP & GM Pardot 404.492.6845 x 112 (o) Pardot – a salesforce.com Company Helpful Links :: Knowledge Base | Ideas | Blog | Webinar

[Kathryn Kendrick]

sweet!  

 

Kathryn Kendrick :: Implementation Coordinator :: 404.492.6845 x346
Pardot - A salesforce.com Company
Helpful Links :: Knowledge Base | Ideas | Connections 2013! | Schedule a Meeting

On Tue, Jul 30, 2013 at 1:57 PM, John Stokely <john.s...@pardot.com> wrote:

[Kate Geerlings]

Yay! Camstar will be so happy!!

---
Kate Geerlings

Implementation Manager
O: 404.492.6845 ext. 151
Pardot - a salesforce.com company

[Courtney Chambers]

Thanks,
Courtney

Courtney Chambers :: Implementation Coordinator :: 404-492-6845 x308 Pardot, a salesforce.com company :: Knowledge Base | Idea Exchange Social Media :: Twitter | Blog | LinkedIn | Facebook

 

[Adam Blitzer]

I think everyone will be happy :-)

The most common case (by far) is a prospect getting into Pardot with a lowercase name. Sales rep upper cases it in the CRM. We don't change it in Pardot and it gets emailed out as lowercase. 

----

Side note: 

We should probably eventually auto-uppercase names on form submission. 

Adam Blitzer :: VP & GM Pardot 404.492.6845 x 112 (o)

Pardot – a salesforce.com Company Helpful Links :: Knowledge Base | Ideas | Blog | Webinar

On Tue, Jul 30, 2013 at 2:04 PM, Kate Geerlings <kate.ge...@pardot.com> wrote:

[Stephanie Gray]

Love this!  Thanks guys!

Stephanie Gray
Director, Client Services
Pardot, a Salesforce.com Company
404.492.6845 x160
Participate in our Success Community: http://pardot.com/help

[Mansoor Siddeeq]

Thanks! I JUST got a case regarding this a few days ago!

Mansoor Siddeeq :: Support Engineer

404.492.6845 x 269

Social Media Things :: Twitter | LinkedIn | Facebook | Blog

Helpful Pardot Links :: Knowledge Base | Ideas

[Adam Blitzer]

Woohoo -- close it up!

Adam Blitzer :: VP & GM Pardot 404.492.6845 x 112 (o) Pardot – a salesforce.com Company Helpful Links :: Knowledge Base | Ideas | Blog | Webinar

[Dana Bourke]

Will this cause records in Salesforce who's name formats were previously altered to trigger a sync now? Or will it only affect changes going forward?

Thanks!

Dana

Dana Bourke :: Client Advocate :: 404.492.6845 x317

Pardot - A salesforce.com Company
Helpful Links :: Knowledge Base | Ideas | Connections 2013!

On Tue, Jul 30, 2013 at 1:57 PM, John Stokely <john.s...@pardot.com> wrote:

[Adam Blitzer]

Only going forward -- thanks!

Adam Blitzer :: VP & GM Pardot 404.492.6845 x 112 (o)

Pardot – a salesforce.com Company Helpful Links :: Knowledge Base | Ideas | Blog | Webinar