Quick Tip: Some lesser known Pardot and Salesforce limitations

by | Jun 8, 2022 | Blog, Pardot (MCAE), Quick Tips

Date last updated: 2022-06-23

Quick tip on…

Pardot limits

  • Pardot Journeys/Nurtures/Engagement Programs
    • The maximum number of steps allowed in journeys is limited to 300 steps.
      • We were surprised when we came really close to bumping up against this limitation with some fairly complex journeys and saw a warning that we wouldn’t be able to start the journey if it had 300 steps or more. So if you do run into this limitation then it would be best to break your journey down into smaller journeys or separate automations to compartmentalize certain parts as sub-routines.
  • Pardot Imports
    • The maximum CSV file size for Pardot import is 100MB.
      • We ran into this limitation a few times. The quick solution is to remove any unneeded columns and rows in your CSV file before importing to get the file size down. Often times you only need to import a few fields. If this isn’t practical for you then you might need to break your single file down into several smaller files for import, i.e. import1of3, import2of3, import3of3.
  • Pardot Platform and Connectors
    • You can connect multiple Pardot orgs (or ‘instances’) to a single Salesforce org, but you cannot connect multiple Salesforce orgs to a single Pardot org. In fact, if you want to connect Pardot to a Salesforce sandbox, it disconnects Pardot from the SF production org until you reconnect it (and before you do so you’ll need to clean up any sandbox test data manually).

Salesforce limits

  • Salesforce fields
    • The maximum number of active picklist values permitted is 1,000 (you can have several thousand non-active picklist values).
  • Salesforce campaigns
    • The maximum number of campaigns within the Salesforce campaign hierarchy is 5 levels deep. So plan wisely, and plan in advance how you want to set up your campaign hierarchy. We even recommend diagramming it out in advance. Then as you create Salesforce campaigns, to place them properly within the campaign hierarchy, you assign a parent campaign to every campaign except for those campaigns at the top level.

Feel free to reach out if you have any questions, need help, or just want to discuss Pardot and Salesforce limitations.

 

 

We will most definitely be updating this post and adding more info so check back later, and perhaps even often.

Author | Jeff Kemp

As Founder and Principal Consultant of Optimal Business Consulting, a U.S. based Pardot Marketing Automation Consulting Agency and Salesforce Partner, I lead our growing team by helping organizations to implement, optimize, and maintain their existing or new Pardot platform with Salesforce using Marketing Automation and Lead Management best practices and proven methodologies.

Follow/Connect with Jeff on LinkedIn
Follow and connect with Jeff on LinkedIn

More about Jeff

As a seasoned technologist Jeff has 30 years experience in marketing & sales and 6 years as a certified Pardot Consultant. Jeff is a data-driven “Strategic doer” with a unique blend of effective STRATEGIC PLANNING combined with many years of successful hands-on TACTICAL EXECUTION in Marketing, Marketing Automation, Sales/BusDev, Web Technology, SEO, Analytics, Operations, and Business within several industries and formerly holding several high level positions in marketing and sales.

A major aspect of Jeff's experience is a strong understanding of gathering business process requirements (current state vs. future state) and creating a viable roadmap to future state implementation utilizing best practices and taking into consideration the client's current data structure and lead management processes.

Strategic. Tactical. Adaptive. Knowledgeable. Capable.

Download Jeff's PDF Bio

Jeff Kemp Bio | Pardot Marketing Automation & Salesforce CRM Sales Cloud Experience.pdf

See our About page for even more.

As Founder and Principal Consultant, I lead our growing team by helping organizations to implement, optimize, and maintain their existing or new Pardot platform with Salesforce using marketing automation and lead management best practices and proven methodologies. I'm a Salesforce Certified Pardot Consultant and I particularly enjoy helping companies optimize their marketing automation to achieve maximum ROI. 

Follow/Connect with Jeff on LinkedIn
Follow and connect with Jeff on LinkedIn

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