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Assign prospects via salesforce.com Active Assignment Rule

If you already have your assignment logic set up in salesforce.com and do not want to recreate it in Pardot, you can now simply assign prospects via salesforce.com’s Active Assignment Rule. You can do this via a Pardot automation rule, form or landing page completion action, or a manual assignment.

Pardot pushes the record up without an owner, salesforce.com decides on the assignee based on the logic you have previously set up, Pardot then receives the new ownership information.

This is also a good option for clients who want to literally push all prospects over to salesforce.com (Pardot does not do this by default) and let the CRM sort out ownership.

Salesforce.com Assignment Rule - Automation Rules

salesforce.com Assignment Rule - Completion Actions

salesforce.com Assignment Rules - Manual Assignment

Notes

  • If you do not have an active assignment rule set up in salesforce.com but still try to use this option, the records will be assigned to the connector user (the default owner when there is an ownership conflict).