One of our client is facing some trouble with Pardot and Salesforce and opportunity syncing -
Normally, when a lead is created and converted by our standard process, a “Contact Role” is automatically created for the client. This is fine and syncs with Pardot.
However, in many other cases, an opportunity is created directly from Salesforce’s opportunity screen. When this happens, no “Contact Role” is assigned, and therefore no opportunity data will ever sync to Pardot.
1) Can a default Contact Role assigned when an opportunity is created by means other than lead convert?
2) Also, can they retroactively assign a default Contact Role for all existing opportunities that don’t have a Contact Role?