May 2023 Update: Opt Out Sync Behaviour

by Kyle Blacker - January 31, 2023
May 2023 Update: Opt Out Sync Behaviour

Based on valued feedback, you can now use the most recently updated field value as a source of truth for the prospect Opted Out field. 

In the Spring’23 release, you would need to set either Account Engagement (Pardot) or Salesforce to win if there is a discrepancy between the two systems. But in the recent Summer’23 release, the third sync option is back after community users raised the idea to reinstate the field sync behaviour of “If values differ when data is synced: Use the most recently updated record value” on the IdeasExchange. The value will be available again on 13 June 2023

 

If you needed more time to prepare for the update, good news!

The date of this update has now been postponed to 18 October 2023 as detailed here – so make sure to mark the new date in your calendar. You can read our blog post about what this change means for you in greater detail and what steps you can take to prepare. Salesforce has also released their recommended workaround if you need to be able to sync the Opt Out from Salesforce to Account Engagement here.

 

Zoe Fisher
Principal Marketing Automation Consultant

Looking for help with Account Engagement?

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Note that if you do choose to have neither Salesforce nor Account Engagement as the source of truth for the opt out field, you will need to collaborate with your Salesforce Administrator to enable Field History Tracking on the opt out field. 

Find out more information about opt out field sync options here.

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