pardot

Add Opportunity Contact Roles on Opportunity Update

Mar
19

We're sending an email campaign through Pardot excluding customers who placed an order with us or prospects whom we provided Customer Quotation (SCM Module by Financial Force) with past 30 days. To exclude this list, we must sync Salesforce Opportunity to Pardot Opportunity. Pardot opportunity is tied to a prospect where Salesforce Opportunity is not directly tied to contacts but through Accounts and OpportunityContactRoles. In order to sync Salesforce Opportunity with Pardot Opportunity, OpportunityContactRoles must be created in Salesforce Opportunity.

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