0

What I am trying to accomplish: let Salesforce trigger the sending of a Pardot email template to a Pardot prospect. This in itself can be done quite easily using the Pardot API.

However, the Pardot email template uses some fields, which are shared between Salesforce and Pardot. Just before sending the email, Salesforce has changed the fields. So it is necessary that Pardot syncs with CRM before sending the email.

The changes in Salesforce are not synced in real time, the syncing is done in batches, periodically. There is a button "Sync with CRM" on the prospect page. How can I click on that button using the Pardot API? How can I force syncing?

The alternative would be to delay the sending of the mail, until the syncing has taken place. I don't know yet how often this is done.

  • You might be able to mimic pushing the button with selenium – Samuel Dare Jan 16 '18 at 10:57
0

I solved it by disconnecting the Pardot fields from the Salesforce fields and setting the values of the Pardot fields via the Pardot API.

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.