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More Account Engagement Opted Out Sync Behavior ...
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What was the original change? “However, the update would only allow organizations to select Salesforce or Account Engagement as the source of truth.” In order to account for updates to the fields in both Salesforce and Account Engagement, and to be able to reference those values in both systems, Salesforce recommended a solution that involved creating two new fields: one in Salesforce and the other in Account Engagement. Here’s a diagram visualizing the necessary fields (new fields highlighted in green with generic names):
Back in 2022 Salesforce announced changes were being made to the sync behavior options for the Opted Out field in Marketing Cloud Account Engagement1. Prior to the announcement, organizations were able to select the “Use the most recently updated field value” option for the Opted Out field in Account Engagement, which is by default mapped to the Email Opt Out field in Salesforce. However, the update would only allow organizations to select Salesforce or Account Engagement as the source of truth. No longer could the most recently updated value from either system be the source of truth. “In order to account for updates to the fields in both Salesforce and Account Engagement, and to be able to reference those values in both systems, Salesforce recommended a solution that involved creating two new fields: one in Salesforce and the other in Account Engagement.” As you can see, each system will hold its own True/False value as well as the True/False value from the opposite system. However, this is problematic when organizations capture opt-ins and opt-outs in a variety of systems and rely upon the timing of those updates to determine the source of truth. Before you take immediate action keep reading on to learn about additional upcoming changes to determine which course of action is right for your company.
In order to account for updates to the fields in both Salesforce and Account Engagement, and to be able to reference those values in both systems, Salesforce recommended a solution that involved creating two new fields: one in Salesforce and the other in Account Engagement. Here’s a diagram visualizing the necessary fields (new fields highlighted in green with generic names): “As you can see, each system will hold its own True/False value as well as the True/False value from the opposite system.” More changes are coming?
What was the original change? “No longer could the most recently updated value from either system be the source of truth.” In order to account for updates to the fields in both Salesforce and Account Engagement, and to be able to reference those values in both systems, Salesforce recommended a solution that involved creating two new fields: one in Salesforce and the other in Account Engagement. Here’s a diagram visualizing the necessary fields (new fields highlighted in green with generic names):
Conclusion “With more and more tools being introduced to marketing tech stacks, this opens the door for inaccurate data processing causing multiple other errors downstream.” 1In April 2022, Salesforce renamed Pardot to Marketing Cloud Account Engagement.
Conclusion “With more and more tools being introduced to marketing tech stacks, this opens the door for inaccurate data processing causing multiple other errors downstream.” 1In April 2022, Salesforce renamed Pardot to Marketing Cloud Account Engagement.
In order to account for updates to the fields in both Salesforce and Account Engagement, and to be able to reference those values in both systems, Salesforce recommended a solution that involved creating two new fields: one in Salesforce and the other in Account Engagement. Here’s a diagram visualizing the necessary fields (new fields highlighted in green with generic names): “However, this is problematic when organizations capture opt-ins and opt-outs in a variety of systems and rely upon the timing of those updates to determine the source of truth.” More changes are coming?