Guidelines for Using Marketing Data Sharing

When using Marketing Data Sharing, keep these guidelines in mind.

• If you want to use Marketing Data Sharing rules for leads or contacts, criteria must be created for both leads and contacts.
• A lead or contact created by the Account Engagement integration user or connector user match the Marketing Data Sharing rule criteria by default.
• The ObjectChangeLog isn’t supported in orgs with Marketing Data Sharing. If you previously used the ObjectChangeLog to selectively sync records with Account Engagement, convert your sharing preferences to Marketing Data Sharing rules.
• Pause the connector before you set up or edit Marketing Data Sharing rules. Otherwise, you risk syncing data to the wrong business unit.
• If you have multiple business units, you must add criteria for both leads and contacts in each business unit.
• Marketing Data Sharing rules must be unique for each Account Engagement business unit. If rules aren’t unique, sync issues can occur that skew your data.
• If you create a record in Salesforce that doesn’t meet Marketing Data Sharing rules, it isn’t created in Account Engagement. But if you later import a prospect into Account Engagement with the same email as that record, a new lead is created.
• If a Salesforce record stops meeting rule criteria, whether due to record updates or changes to rule criteria, the corresponding Account Engagement record is sent to the recycle bin.
• Prevent duplicate entries by using CRM ID to import prospects. Each prospect is directly matched and linked to a lead or contact record in Salesforce based on the ID.
• Imported prospects that don’t match Marketing Data Sharing rules are archived.
• Sometimes users send Account Engagement email to a lead or contact that doesn’t exist in a business unit. If the lead or contact doesn’t match the rule criteria, a prospect is created and archived immediately, and the email isn’t sent to the person.