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The Opted Out Field Changes Account Engagement ...
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In line with the Opted Out intended purpose, it makes sense to set the sync behavior to "Use Pardot's value". Prospects would then be able to control the value of the field, which would remain their choice. Salesforce will revert the field back to the prospect's selection if anyone attempts to change the field's value, protecting their opt-in or opt-out status if anyone tries to change the value. “In the age of privacy and compliance, the prospect should be the one who takes the affirmative action (i.e., the one who opts themselves in, not someone from your sales/service team using Salesforce).” If a prospect/customer is hounding one of your colleagues on the phone, they can navigate to the Pardot Lightning App, find the prospect's record, and edit it.
If a prospect/customer is hounding one of your colleagues on the phone, they can navigate to the Pardot Lightning App, find the prospect's record, and edit it. “No matter how you access the prospect's record, this is not a recommended approach, but rather a workaround when necessary.” Why Opted Out Should "Use Pardot's Value"
UPDATE: As of November of 2023, Salesforce has announced that the deadline has been removed for Prospect Opted Out Field Sync Behavior. You can review more details on this change with this Knowledge Article. “In Account Engagement (Pardot) there is a field called “Opted Out” on prospect records.” Once the two fields were decoupled, switching Opted Out to true does not affect the Do Not Email value. In a recent notification from Salesforce, there was an update that caught everyone’s attention: “Pardot Opt-Out Sync Required Behavior Change Notification”.
UPDATE: As of November of 2023, Salesforce has announced that the deadline has been removed for Prospect Opted Out Field Sync Behavior. You can review more details on this change with this Knowledge Article. “There is a similar field in Salesforce, on Leads and Contacts called “Email Opt Out”.” Once the two fields were decoupled, switching Opted Out to true does not affect the Do Not Email value. In a recent notification from Salesforce, there was an update that caught everyone’s attention: “Pardot Opt-Out Sync Required Behavior Change Notification”.
UPDATE: As of November of 2023, Salesforce has announced that the deadline has been removed for Prospect Opted Out Field Sync Behavior. You can review more details on this change with this Knowledge Article. “This data point in Account Engagement is intended for prospects to control themselves via the unsubscribe link, or by using your email preference center.” Once the two fields were decoupled, switching Opted Out to true does not affect the Do Not Email value. In a recent notification from Salesforce, there was an update that caught everyone’s attention: “Pardot Opt-Out Sync Required Behavior Change Notification”.
In Account Engagement (Pardot) there is a field called “Opted Out” on prospect records. There is a similar field in Salesforce, on Leads and Contacts called “Email Opt Out”. This data point in Account Engagement is intended for prospects to control themselves via the unsubscribe link, or by using your email preference center. Account Engagement users can edit this field, but it is not recommended, due to compliance concerns. “Once the two fields were decoupled, switching Opted Out to true does not affect the Do Not Email value.” Prospect mailability has been always been confusing and tricky to navigate. There were changes to simplify mailability fields back in 2021, but now these new changes have puzzled marketing admins once again.