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2020-03-02 Salesforce & Pardot C

2020-03-02 Salesforce & Pardot C

作者: 古月的小七 | 来源:发表于2020-03-02 16:19 被阅读0次

    关于Pardot的有关信息,可以参考这篇文章:

    https://jennamolby.com/everything-you-need-to-know-about-pardots-salesforce-integration/

    Connector 可以用来在Salesforce 和 Pardot 之间的数据传递。

    Connector

    Syncing Prospects from Salesforce to Pardot:

    从Salesforce到Pardot的sync 有三种方式:

    1.By clicking the send to Pardot button on the lead or the contact record in Salesforce.

    2.By manually uploading the lead or contact’s email address into Pardot.

    3.Enable the option in the Salesforce connector to ‘automatically create prospects if they are created as a lead or contact in Salesforce.com’

    还有其他一些属性,也可以在Connector Setting里面去设置:

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