Multi Business unit creates a duplicate lead in salesforce

integrationleadspardot

We have a scenario. We recently configured 4 new Pardot Business Units. All 4 BUs are connected to single salesforce org.

As per the implementation guide, we configured Marketing data sharing, stopped the syncing of "Pardot package fields" in connectors for all BUs and also implemented a custom integration to pull the Pardot package fields in custom object in salesforce.

However, upon testing, we found below behavior :

Business unit 1

create a prospect with email '[email protected]'

Salesforce

New lead is created in SF with email '[email protected]'

Business unit 2

Prospect with same email '[email protected]' is created.

Expectation :
The prospect from Business unit 2 should sync to same salesforce lead.

Actual :
Duplicate SF Lead is getting created.

Can someone please comment if any configuration setting is missed or this is an ideal behavior of the connector?

Thanks

Samir

Best Answer

This is working as intended. The reason is that BU2 cannot see the Lead that was created by BU1, as Marketing Data Sharing (MDS) is preventing BU2 from seeing the Lead from BU1.

For a Cross Business Unit Implementation (the scenario you are describing), you need to have automation which takes the new Lead in Salesforce, finds a match and merges it.

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