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Natalia Rex 1Natalia Rex 1 

Identify the cause of Pardot -> Salesforce Delay

Hi, I was wondering if anyone has additional information on where I can start. I wanted to first briefly explain the automation I'm using and why I am reaching out to the forum.

1. Via form handler we capture leads from our website into Pardot
2. Upon form submission I create the following Completion Actions:

- Update key fields (buying persona, IT Team Size, Lead Source, company name and CRM Campaign status)

- Notify myself

- Assign to a user in Salesforce, which in turn, creates them in Salesforce as a lead. Now is where the problem starts.

3. Upon lead creation in the Salesforce CRM, all the information doesn't get "sent" to the lead right away. The first fields that fill in (and I checked upon quickly refreshing page) are: Name, email, Pardot Score, Pardot Campaign, Createdby/date.

Upon refreshing about 2 minutes later, I get the rest, such as Pardot Conversion Object Name and Pardot Conversion Object Type.

The reason this is important, is I created a very simple Process Builder, that waits for a new lead created WITH Pardot Converion Object Name already filled out and does some actions. Due to the delay, I am unable to launch this.

Is there a way I can check if we have some issues w/ synch, or something I can do to fix this? Pardot Conversion Object Name holds very important data key to some sales automations I'm working on.

We are using connector user: b2bmaintegration.

I would be very thankful for any links, information on what I can do to eliminate this issue, I've been trying to work on various work arounds for the past 2 weeks, with no luck.



Many thanks

Best Answer chosen by Natalia Rex 1
SwethaSwetha (Salesforce Developers) 
HI Natalia,

You can reach out to "Pardot B2B Marketing Automation" page on https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001qUiCAI for inputs on your ask.
 
You can also log a case with salesforce support.
Link: https://help.salesforce.com/articleView?id=workcom_contact_support.htm&type=5
 
Hope this helps you. Please mark this answer as best so that others facing the same issue will find this information useful. Thank you

All Answers

SwethaSwetha (Salesforce Developers) 
HI Natalia,

You can reach out to "Pardot B2B Marketing Automation" page on https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001qUiCAI for inputs on your ask.
 
You can also log a case with salesforce support.
Link: https://help.salesforce.com/articleView?id=workcom_contact_support.htm&type=5
 
Hope this helps you. Please mark this answer as best so that others facing the same issue will find this information useful. Thank you
This was selected as the best answer
Natalia Rex 1Natalia Rex 1
Hello Swetha, thank you I will post it on that board.