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We are creating a Shopify form that ties a new prospect to an existing account in Salesforce. The user will fill out the form on Shopify, which will create a prospect in Pardot. If "approved", it will be pushed from Pardot to Salesforce, and auto converted from a lead into an account and tied to an existing account.

 

We are also trying to test a case where the user does not have an existing account. In this case, once the user fills out the form, we will manually create a new account in SF. The issue is that once the prospect in Pardot is "approved" and we try to sync with Salesforce, it has a sync error and will not sync. 

 

I am thinking that the issue is that a brand new account does not have a contact associated with it that is already in Pardot. All existing accounts in Salesforce have a contact associated which is in Pardot prior to the Shopify form being filled out. 

 

Here is the sync error I get in Pardot:

Autoconverting new leads to contacts and tying to a new Salesforce account

I know this is quite confusing but if anyone has advice I would appreciate it!

1 answer
  1. Nov 11, 2023, 1:06 AM

    Reading the error message, it is telling you that you don't have a Field on the Lead that maps to the Account's Account_Category__c field.

     

    Check your Lead Conversion Mappings to make sure that you are mapping a field. Next, make sure that your Lead has a value before doing the conversion if the Account's field is Required.

     

    If you are doing the conversion in a Flow, try using an Asynchronous path, this makes it a lot easier on the sync mechanism and making sure that everything is done well.

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