Pardot Tips/Tricks/Gotchas: Opportunity Name Character Limit (50)
We were recently working with a client who was setting up an Automation Rule in Pardot based on the Opportunity's Name value. As we all know, Prospects' related Opportunities are pushed from Salesforce to Pardot in a read-only format, but they get pushed into Pardot all the same and Rule Criteria can be set up according to values on these records. The client's rule looked perfect:
Prospect opportunity default field - name - contains - BUY
So, naturally, you'd expect Jeffrey Stephens' Salesforce Opportunity would meet these requirements, because we identify him as 'BUY' in the Opportunity name.
As I discovered alongside my client, it turns out the Opportunity Name field in Pardot has a character limit of 50! I did a bit of research and couldn't find much at all in the way of this character limit!
Therefore, my Pardot Opportunity record looks a little bit different.
This means that the perfectly good Automation Rule that my client had set up was not functioning as expected.
Beware this obscure character limit!