Part of me feels this should be obvious, but I'm stumped. One of those days :-)
I've been asked to notify someone about a file download from Pardot, but that person doesn't have a Pardot/SFDC account - essentially, they are with an external agency and just need to be notified but not sign in & take an action.
Is there a way to do this?
Thanks!! jd
1 risposta
Hi JD,
Assuming you have Pardot User Sync turned on, I would just go ahead and create the user in SFDC using the free Identity license (I'm thinking also deselect the option to generate password and email user since s/he doesn't need to log in) and then add the user to Pardot via SFDC, assigning him/her to Sales or Marketing group. Then on the Pardot asset (file), add a completion action to notify user and select that person's name.
