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Topics#Ask An ExpertDomanda di Julie Edminster
Julie Edminster (Streamline Business Advisors) ha fatto una domanda in #Ask An Expert
20 set 2016, 14:25

I created a Queue in Salesforce and it is not appearing in the list of Queues in Pardot when I create a Prospect.

I am testing a Pardot integration using Queues. I created a Queue in Salesforce and it is not appearing in the list of Queues in Pardot when I create a Prospect.  The documentation says to click on the green refresh button to refress the picklist in Pardot, but I don't see a green refresh button.

 

When do setup changes come over from Salesforce to Pardot automatically?  Can I trigger that to happen? 
8 risposte
  1. Brian Caughell (Fort and Bridge Solutions)
    10 gen 2018, 16:17
    In case this is still an issue for you, here is how to add the queue to Pardot, after adding the queue within Salesforce.

     

    Within Pardot:

    1. Navigate to Administration > User Management > Users.
    2. In the Queues table, select + Create new queue.

    NOTE: You must have an active Salesforce connector to integrate Queues. If your connector is not set up, the Queues table will be hidden.

    1. Select a queue from the dropdown menu. If you have recently created your queue and you don't see it in the dropdown menu, click the green "refresh" arrow to refresh your list.
    2. Repeat for each queue you want to integrate.

    For more information:

     

    http://help.pardot.com/customer/en/portal/articles/2128040-salesforce-lead-queues-overview
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