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Question 166 - Certified Pardot Consultant discussion
LenoxSoft does not use the Leads object in their Salesforce instance. This requires Pardot to create Contacts only if a new prospect record is created in Pardot and then assigned to a sales user. The sales manager also requires assignments to be distributed evenly across the sales teams.
How should LenoxSoft get started?
A.
Build a Dynamic List looking for new prospects and create an Automation rule to assign members of that list via Salesforce Assignment rules as contacts.
B.
Build an Automation rule looking for new prospects and add new records to Salesforce as contacts and assign via Salesforce Assignment rules.
C.
Enable the reverse sync feature through Pardot Support and create an Automation rule to assign prospects to a user in a group.
D.
Enable the appropriate "optional Salesforce connector setting" and create an Automation rule to assign to a sales user.
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