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Salesforce Account Engagement Opted Out Sync Behavior ...

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  1. Salesforce Marketing Cloud Account Engagement (formerly Pardot) has a new email setting prospects can control. “Opted Out” is a new field found on prospect records in Account Engagement. The field is labeled “Email Opt Out” on Salesforce lead and contact records. The Opted Out field has been decoupled from an older “Do Not Email” field on prospect records. The Do Not Email field is intended as a suppression field for Account Engagement users/marketers. The Opted Out field is intended for prospects to manage their opt-in/out status via an unsubscribe link or in an email preference center. Since email can be sent directly from Salesforce or via Account Engagement, syncing people’s email preferences between the two systems can help you follow email regulations. Salesforce announced that November 15, 2023 is the deadline to select a new sync behavior. Existing customers will have until the deadline to set the sync behavior for this field to one of the supported options. If a selection isn’t made by this date, the prospect Opted Out field will be unmapped and stop syncing with Salesforce. This will require manual re-mapping and configuration to correct.

    In Cross-channel opt-out propagation

  2. The Opted Out field has been decoupled from an older “Do Not Email” field on prospect records. Now that these two distinct fields exist, Account Engagement admins need to update Opted Out sync settings to help reduce the risk of sending email to people who opted out. Since email can be sent directly from Salesforce or via Account Engagement, syncing people’s email preferences between the two systems can help you follow email regulations.

    In Cross-channel opt-out propagation

  3. The Opted Out field is intended for prospects to manage their opt-in/out status via an unsubscribe link or in an email preference center. Now that these two distinct fields exist, Account Engagement admins need to update Opted Out sync settings to help reduce the risk of sending email to people who opted out. Since email can be sent directly from Salesforce or via Account Engagement, syncing people’s email preferences between the two systems can help you follow email regulations.

    In Cross-channel opt-out propagation

  4. Salesforce Marketing Cloud Account Engagement (formerly Pardot) has a new email setting prospects can control. “Opted Out” is a new field found on prospect records in Account Engagement. The field is labeled “Email Opt Out” on Salesforce lead and contact records. The Opted Out field has been decoupled from an older “Do Not Email” field on prospect records. The Do Not Email field is intended as a suppression field for Account Engagement users/marketers. The Opted Out field is intended for prospects to manage their opt-in/out status via an unsubscribe link or in an email preference center. Now that these two distinct fields exist, Account Engagement admins need to update Opted Out sync settings to help reduce the risk of sending email to people who opted out. Salesforce announced that November 15, 2023 is the deadline to select a new sync behavior. Existing customers will have until the deadline to set the sync behavior for this field to one of the supported options. If a selection isn’t made by this date, the prospect Opted Out field will be unmapped and stop syncing with Salesforce. This will require manual re-mapping and configuration to correct.

    In Cross-channel opt-out propagation

  5. “Opted Out” is a new field found on prospect records in Account Engagement. Now that these two distinct fields exist, Account Engagement admins need to update Opted Out sync settings to help reduce the risk of sending email to people who opted out. Since email can be sent directly from Salesforce or via Account Engagement, syncing people’s email preferences between the two systems can help you follow email regulations.

    In Prospect list schema

  6. The Opted Out field has been decoupled from an older “Do Not Email” field on prospect records. Now that these two distinct fields exist, Account Engagement admins need to update Opted Out sync settings to help reduce the risk of sending email to people who opted out. Since email can be sent directly from Salesforce or via Account Engagement, syncing people’s email preferences between the two systems can help you follow email regulations.

    In Prospect list schema

  7. Opted Out is a field for prospects to use via an unsubscribe link or in an email preference center. Now that two distinct fields exist, Opted Out can have a different sync behavior than Do Not Email. The deadline to update Opted Out sync behavior in Account Engagement is November 15, 2023.

    In Suppression list synchronization