Sync all default and custom fields from SF opportunities to Pardot - Ideas - Salesforce Trailblazer Community
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Sync all default and custom fields from SF opportunities to Pardot

Salesforce Alignment

It should be possible to sync all default and custom fields on Salesforce opportunities to Pardot. That way you can report on open opportunities in Pardot and create dynamic segmentations. This is important for us because when sales reps are at certain opportunity stages with their hot leads, they don't want those leads to be included in marketing campaigns. They need to be automatically excluded from campaigns or automated marketing emails. And currently we can't do that with Pardot. The result is Pardot includes our hot leads with opportunities in our email sends which is a terrible experience for our leads - and is hurting our sales processes.

This can't be done currently. Statement from Pardot Support:

At the end of the day, considering the current level of Pardot's integration with Salesforce Opportunities, it is probably worthwhile focusing report building for opportunities in Salesforce. I would agree that there are improvements needed in Pardot's opportunity reporting. If this is a feature you believe should be improved in Pardot, would you mind posting this feature request to the Success Community's Ideas section?

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