How to Automate Lead Assignment for Salesforce Platforms
Lead assignment • Salesforce platforms
Exactly how leads are handed over from marketing to sales should never be assumed or taken lightly. Lead assignment is a crucial step in …
Here are highlights from article How to Automate Lead Assignment for Salesforce Platforms
1. Sync Behaviors:
– There are different triggers for syncing in Pardot and Salesforce, such as prospect, trigger, or system level.
– Prospect records in Account Engagement and Sales Cloud typically sync every two to four minutes.
– Account Engagement processes sync queues with over 400 records in batches, syncing 12,000 records per hour.
2. Master Values and Record Overrides:
– When Pardot and Salesforce are connected, you can set one platform as the ‘master’ values, overriding any differences in records between the two platforms.
– You can also choose to use the most recently updated record as the master.
3. Marketing Data Sharing (MDS):
– MDS allows for more control over when prospect and lead records are created, improving lead management.
– After installing the Pardot-Salesforce Connector, you can use MDS to restrict which Leads, Contacts, Opportunities, and custom objects are eligible to sync from Salesforce to Pardot.
4. Marketing Cloud Connect:
– Marketing Cloud Connect is used to connect Sales Cloud and Marketing Cloud Engagement.
– The V2 Connector is recommended, and there is an implementation guide provided by Salesforce.
5. Lead Assignment:
– Planning lead assignment and criteria is essential after connecting and syncing accounts.
– There are explicit leads (right fit for your business based on demographics) and implicit leads (prospects showing interest and buying intent).
– The first step is to agree and document the criteria for a qualified lead, which should be a collaborative effort between marketing and sales teams.
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Source from marcloudconsulting(dot)com