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Market to Your Customers with Account Engagement
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          Turn On Object Sync

          Turn On Object Sync

          To enable Object Sync, open Marketing Setup in Account Engagement.

          Required Editions

          Available in: B2B Marketing Analytics and B2B Marketing Analytics Plus in Lightning Experience

          • B2B Marketing Analytics Plus is available in Salesforce Enterprise, Unlimited, and Developer Editions with Account Engagement Premium Edition. Also available in Account Engagement Plus and Advanced Editions with the B2B Marketing Analytics Plus add-on.
          • B2B Marketing Analytics is available in Account Engagement Plus, Advanced, and Premium Editions. Also available in Account Engagement Pro and Ultimate Editions with the B2B Marketing Analytics add-on.
          User Permissions Needed
          To enable Object Sync: Customize Application
          Note
          Note Pardot is now known as Marketing Cloud Account Engagement. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in a few places until we replace it, including in the app itself.

          Before you set up Object Sync, make sure that Data Sync is turned on.

          1. In Marketing Setup, enter Object Sync in the Quick Find box and select Object Sync.
          2. Click Open Account Engagement, and then click Edit.
          3. Select Allow field replication in Tableau CRM.
            To enable Object Sync for multiple business units, repeat this step for each business unit.
          4. In Marketing Setup, turn on Object Sync next to Enhance Syncing for Custom Prospect Fields.
            Setup page shows Enhance Syncing on Custom Prospect Fields with the Toggle control set to Enabled.
          5. To select which custom fields to include in your dataset, click Select Custom Fields.
          6. Click the fields you want, select Include from the dropdown, and click Go at the end of the list.
            Selector shows the text "With 3 selected Include" and a button labeled Go.
            Your selection isn’t complete until you sync the fields in the next step.
          7. Back on the Object Sync page in Marketing Setup, click Sync Now.
            When you set up for the first time, we recommend that you sync twice to ensure that all data is carried over.
          8. If you don’t have an Object Sync-enabled app, create one using the B2B Marketing Analytics (Object Sync for Pardot) app template.
            To get updated prospect field data, users must reconfigure their apps after you sync. Allow up to 24 hours for the new data to load.

          Use the Marketing Setup page to sync the custom fields every time one is added, removed, or changed in Account Engagement. Then, notify users so that they can reconfigure their apps and receive the updates.

           
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