Share this article…Whether you’re an accidental admin or you’ve been tasked to take over an existing Account Engagement (Pardot) instance, the first few times on this Salesforce tool can be confusing and frustrating. This is especially true if you keep running into issues and errors… Read More …
Here are highlights from article 7 Things That Trip Up New Account Engagement (Pardot) Admins | Salesforce Ben
1. Account Engagement Prospects Not Being Created in Salesforce as a Lead
– Check if the prospect meets the sync prerequisites.
– Ensure the prospect has been assigned to a user in Account Engagement.
– Make sure the prospect is not flagged as ‘Do not sync to CRM’.
– Check if a prospect, user, or system activity has triggered the sync.
– Verify that the prospect does not have any sync errors.
2. Field Updates Getting Overwritten Upon Prospect Sync (or Not Syncing at All)
– Check the field’s Sync Behaviour to determine which system is the master.
– Ensure the desired system is set as the master.
– Investigate if the field updates are not syncing due to permission issues for the connector user.
– Verify if there is a field type mismatch between Salesforce and Account Engagement.
– Check if the Salesforce system is accepting the field value from Account Engagement during the sync.
3. Sync Error Messages in the Activity History Section
– Review the sync error messages in the Activity History section of the prospect’s record.
– Identify the specific error message and research its meaning and potential solutions.
– Troubleshoot any issues related to the specific sync error message.
4. Issues with Email Sends and Deliverability
– Check the email deliverability settings in Account Engagement.
– Ensure the email domain and sender settings are properly configured.
– Verify that the recipient email addresses are valid and not being blocked.
– Troubleshoot any issues related to email authentication and SPF/DKIM settings.
5. Difficulty in Understanding and Navigating the Terminology and Features
– Take time to familiarize yourself with the terminology and features of Account Engagement.
– Utilize Salesforce documentation, training materials, and online resources for guidance.
– Seek assistance from experienced Account Engagement admins or consultants.
– Practice using the different features of Account Engagement to gain proficiency and confidence.
– Ask questions and engage in discussions with the Salesforce community to enhance your understanding.
You can read it here: https://sfdc.blog/SQVmk
Source from salesforceben(dot)com