Mar 1, 2023, 4:15 – 4:45 PM (UTC)
Salesforce Marketer Group, Boston, United States
Driving alignment with sales is a vital part of overall campaign success! That's why this short tutorial is structured to equip you with everything you need to know about MCAE/Pardot's AND Salesforce native lead assignment options. Gain confidence in your lead routing selections, and understand the limitations and how to overcome them. Plus, how you can take your lead routing to the next level!
Assigning leads and the mechanism behind it are the most asked questions I have gotten as a community leader. That is why I want to dedicate this time to talk through everything you need to know about the different lead assignment options available inside Pardot/MCAE and Salesforce.
Questions we will answer:
- What are the different lead assignment options, and what are their limitations?
- Which lead assignment option is best?
- How do Salesforce queues work?
- How do you handle and accommodate contact records?
- What about existing leads?
- What other tools are out there to help route leads more efficiently?
Leaving plenty of room for your questions! Also, feel free to send them in ahead of time so we can plan to address them.
Cervello
Community Group Leader
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