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Julie Edminster (Streamline Business Advisors) 님이 #Ask An Expert에 질문했습니다
2016년 9월 20일 오후 2:25

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? 
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  1. Brian Caughell (Fort and Bridge Solutions)
    2018년 1월 10일 오후 4:17
    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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