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Sales reps not seeing a task in SFDC when prospect filled out a form. Why?
Hi, I’ve just got a new marketing job and working quite a lot with SFDC and Pardot. I only have very basic experience with the two. We’ve identified a problem and I’m trying to find a solution but struggling. Our sales reps are getting notifications from Pardot when prospects have completed a form on our website (created from Pardot), but the sales reps aren’t seeing a task created in SFDC for this activity even though they should be. There doesn’t seem to be any rules in the automation. Any idea why this is? Please could someone help?
submitted by /u/PrettyAd6040 [link] [comments]