In Sales Cloud, a report has been created on opportunities based on some custom fields criteria. Now, we need same segmentation in Pardot/MCAE. To do so, we are creating a dynamic list using the same criteria as in the Sales Cloud (screenshot attached).
However, pardot/MCAE doesn't looks directly into the opportunities, instead it looks for the prospects having opportunities attached with specific criteria. Because of this, the no. of prospects in the list won't be the same as in the Sales Cloud report. The reasons could be (I am just assuming as I am not good in Sales Cloud), there are multiple opportunities with one contact, contact information missing etc. (Please correct me if I am wrong).
Ultimate purpose is to have same no. of prospects in the dynamic list as are in the SF report. Is there a way around?
#Pardot B2b Marketing Automation #Pardot #MCAE #AskAPardotExpert
Hello, Pardot syncs only those opportunities which are tied to contacts who are associated with opportunity contact role in Salesforce. If prospects (who are contacts) who do not meet this criterion, you won't find those opportunities in Pardot hence there would be differences in your counts.
