How to trigger a sync for Accounts and Opportunities
Posted: Sun Dec 22, 2024 8:53 am
Salesforce will act as the master for triggering syncs for accounts. It will do this automatically once they are linked to a prospect record in Pardot that is syncing with a Salesforce contact.
In Pardot, the account fields act as read-only and are able to sync records that can be used for lead management purposes such as segmentation and automation ruling.
Opportunities
Once a connector has been established between phone number in cambodia Pardot and Salesforce, all Opportunities that are tied to contacts via a Contact Role trigger a sync to Pardot.
The contact record must also be syncing to a prospect in Pardot. However, for Opportunities that are tied to accounts only in Salesforce, they do not sync, they must be tied to contacts.
Once synced, Opportunities appear as a read-only field in Pardot and are unable to be deleted. In order to delete you must perform this action in Salesforce, the sync will then trigger and remove from Pardot.
If this is a feature that you wish to disable, this is possible by contacting Pardot support. But do bear in mind that this is a great feature for most users who wish to determine their revenue, whether it be processed or pending.
Can I control the sync?
Yes, you certainly can, using values you can control which platform is king. Read on to find out the different sync behaviours and how this can be controlled.
How sync behaviour actually works
Both Pardot and Salesforce, once connected, could have different fields of data for your prospects and therefore the questions you may have are;
which data from which platform am I viewing?
is it up to date?
how can I change the data?
why is data reappearing after deletion? This can be a real headache and not a good promotion of a helpful marketing automation system!
To avoid this confusion, admin users can set sync behaviour to manage most prospect fields to update in Pardot, Salesforce or even both, acting as the master to overwrite data from the alternative.
I will now delve into the different values that can be used to do this.
In Pardot, the account fields act as read-only and are able to sync records that can be used for lead management purposes such as segmentation and automation ruling.
Opportunities
Once a connector has been established between phone number in cambodia Pardot and Salesforce, all Opportunities that are tied to contacts via a Contact Role trigger a sync to Pardot.
The contact record must also be syncing to a prospect in Pardot. However, for Opportunities that are tied to accounts only in Salesforce, they do not sync, they must be tied to contacts.
Once synced, Opportunities appear as a read-only field in Pardot and are unable to be deleted. In order to delete you must perform this action in Salesforce, the sync will then trigger and remove from Pardot.
If this is a feature that you wish to disable, this is possible by contacting Pardot support. But do bear in mind that this is a great feature for most users who wish to determine their revenue, whether it be processed or pending.
Can I control the sync?
Yes, you certainly can, using values you can control which platform is king. Read on to find out the different sync behaviours and how this can be controlled.
How sync behaviour actually works
Both Pardot and Salesforce, once connected, could have different fields of data for your prospects and therefore the questions you may have are;
which data from which platform am I viewing?
is it up to date?
how can I change the data?
why is data reappearing after deletion? This can be a real headache and not a good promotion of a helpful marketing automation system!
To avoid this confusion, admin users can set sync behaviour to manage most prospect fields to update in Pardot, Salesforce or even both, acting as the master to overwrite data from the alternative.
I will now delve into the different values that can be used to do this.