Salesforce
CRT-160 · Question #140
Lenoxsoft currently uses a Salesforce workflow to continually look for old and new leads that meet certain criteria under Job title and Industry, and adds them to a Salesforce campaign. The Pardot…
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Question
Lenoxsoft currently uses a Salesforce workflow to continually look for old and new leads that meet certain criteria under Job title and Industry, and adds them to a Salesforce campaign. The Pardot connector is verified and their existing Salesforce records have been reviewed, but they have yet to sync this data to Pardot. Lenox wishes to replicate this process within Pardot with the following requirements:
- Prospects with a job title of "CEO" and Industry of "Software" are added to the Salesforce
campaign. Based on those requirements, which steps should Lenoxsoft prioritize to replicate their process?
Options
- ACreate a dynamic list to sync prospects from Salesforce. Build a segmentation rule with the criteria
- BImport a .csv file of prospects. Build an Automation rule with criteria :: Job Title :: CEO :: Industry ::
- CCreate a dynamic list to sync prospects from Salesforce. Build an Automation rule with criteria ::
- DImport a .csv file of prospects. Build an Segmentation rule with criteria :: Job Title :: CEO :: Industry
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