In March the Boston Pardot Community Group held a meeting called “Upskill in 20: Deep Dive into MCAE / Pardot’s Handoff to Salesforce via Lead Assignments.”
The session looked deeper at how the lead assignment mechanisms work between Pardot and Salesforce. The following questions were addressed:
- What are the different lead assignment options, and what are their limitations?
- Which lead assignment option is best?
- How do Salesforce queues work?
- How do you handle and accommodate contact records?
- What about existing leads?
- What other tools are out there to help route leads more efficiently?
Watch the recording here:
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