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Sunday Perez 님이 * MC Account Engagement (fka Pardot) *에 글을 올렸습니다

I am having trouble linking my users (sales team) to their prospects. I have done a bulk import, followed all the required fields of data, and for some reason it still isn't syncing. Did I miss a step? I can assign them individually, but would rather not go through 5000 + prospects manually :) -(sorry if there is a thread on this already, couldn't find it)

Thank you!

댓글 9개
  1. 2018년 5월 21일 오후 10:36

    So if some of the prospects are connecting that means things are fine.

    It sounds like you did your Prospect import first, and then your User Import later.

    You can either leave things alone, and as Prospect records have activity they will sync themselves. This requires that something triggers an update to the 'Last Modified Date' and could take a long time.

    Or you can trigger a full sync. That will make Pardot sync with Salesforce in the next hour or so (depending on your database size).

    And the easiest way to trigger a full sync is to import your Prospects in Pardot (again).

    You just take a CSV of your prospects, and do the import again. You don't even need to 'do' anything with them - don't update any fields, add them to a list, nothing. During step 4 of the import wizard just select the radio button that says 'Import Prospects.'

    The act of importing will queue them up to sync with Salesforce.

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