Are you creating contacts from Account Engagement (Pardot)? We dive into the details on how to manage these in your Salesforce org …
Here are highlights from article Pardot (Account Engagement) Reverse Syncing: Create Salesforce Contacts Not Leads | THE DRIP
1. Reverse syncing in Pardot (Account Engagement):
– Allows the connector to create contact records instead of lead records when prospects sync from Account Engagement to Salesforce.
– Useful for organizations that don’t use the lead object in Salesforce.
2. Private contacts:
– Refers to contact records in Salesforce that are not related to an account.
– These contacts can be described as “orphaned” as they don’t have a parent account.
3. Account Engagement and Salesforce sync:
– Leads and contacts can be synced between Account Engagement and Salesforce.
– When a lead record is converted into a contact, the link with the prospect record is carried over.
– Account Engagement can read, update, and create leads and contacts in Salesforce.
4. Reverse syncing and accounts:
– Accounts are also synced between Account Engagement and Salesforce, but in a one-directional manner (Salesforce to Account Engagement).
5. Impact of reverse syncing in Pardot:
– When reverse syncing is enabled, Account Engagement creates contact records instead of lead records when prospects sync to Salesforce.
You can read it here: https://sfdc.blog/bVDoA
Source from salesforceben(dot)com