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Mark Jones

Allow Pardot assigned user to overwrite Salesforce owner

Salesforce Alignment

When my organization imports a Leads list from a Webinar or other marketing activity we do it in Salesforce and the Leads naturally progress through the Active Assignment Rule and are created as Campaign Members. The currently default to the Unassigned Leads Queue in Salesforce.

We then use a Pardot segmentation rule to create a list of prospects who are campaign members for the follow up emails which are then sent in an Engagement Studio.

One of the actions in the Engagement Studio is to assign Leads to the Inside Sales Group in Pardot so that the automated follow ups are distributed amongest the team. I only just learnt that the CRM owner is the master and cannot be overwritten by Pardot.

While I can understand that for Leads (or Contacts) owned by a Human this might be a bad idea but for Leads owned by a Queue, this should be allowed.

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Marc ELISABETH - 2 months ago

Hello,

I had the same concern to create a new lead using a form containing the information of an already existing contact. I solved the problem by creating a technical field with the ID of the new assign user. With a process builder and a formula, I integrate my technical field.

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Ivan Petrov - 2 months ago

This is major pain point. Pardot is not cheap at all and this is yet another feature missing, while the competitors have it.
- Flag

Shelley Swyer - 4 months ago

This is a pain point for our organization as well. Our Marketing Automation resources are starting to talk about how other platforms can handle all of these situations and its frustrating since we just upgraded to Advanced.

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Aman Ellis - 6 months ago

Much needed, please and thank you
- Flag
Marko Roscic - 9 months ago

This is much needed, please allow re-assigning for queues at least.
- Flag
Rob Walter - 9 months ago

This a continual point of frustration for Pardot admins.
- Flag

Julien Bonyadi - 9 months ago

Very disapointed by this feature missing...
How can your competitor's marketing automation tool (hubspot) can do this when plugged with Salesforce wheras Pardot which is owned by Salesforce can't do it?
This is very much needed... At least for leads owned by a queue.

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Monster Admin - 1 year ago

We have newsletter signups to be assigned to a queue but when they actually come back for real business, they cannot be reassigned via Pardot and is blocked for syncing..
- Flag

Steven Watkins - 1 year ago

Pardot has the functionality to allow custom fields to write the last updated value as the master when syncing between Pardot and Salesforce, so why not allow that functionality for the standard owner field? Seems like an easy update with a massive amount of benefit. Got my vote.

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David Michaelangelo Silva - 1 year ago

Another basic function completely missing from Pardot . . . so frustrating.
- Flag

Jason Wilensky - 1 year ago

Allowing Pardot to reassign owners of leads and contacts that are already assigned is a critical function of an automation system/crm integration. Just because an owner exists already it doesn't mean that, for some other reason, the owner wouldn't need to be changed as part of an automation rule or engagement studio program.

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Michele Lougheed - 1 year ago

We need to be able to re-assign the Pardot record owner too, without having to first run an import in Salesforce in order to force the re-assignment in Pardot.

There are times when you need to be able to re-assign the Pardot record owner, but you don't want to change the Salesforce record owner (Example: the incorrect 'owner' is assigned in Pardot - the person who created the record in Salesforce - and the current Salesforce owner is not set up in Pardot - they are a Partner community user. The person who managers this Partner should be re-assigned as the Pardot record owner without having to go through the long process of first re-assigning the record in Salesforce to them by either import or manual assignment, syncing with Pardot, then running another import or manual assignment to re-assign the record back to the Partner).

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Swapnil Singh - 2 years ago

Really want this feature in Pardot!
- Flag
Mark Jones - 2 years ago

Thanks @Alex I didnt spot that one before! :)
- Flag
Alex Piper - 2 years ago

Crossing my fingers for this one!

Admin, please merge with this similar idea: https://success.salesforce.com/ideaView?id=0873A000000E82aQAC
- Flag

Mark Jones

2 years ago

590 Points Open

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