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Prevent Account Engagement prospects from syncing with Salesforce

Veröffentlichungsdatum: Sep 30, 2025
Beschreibung

There are few different ways to keep prospects from syncing with Salesforce. If you'd like to know more about syncing prospects, see this article.

See Re-enabling Prospect CRM Syncing if you'd like to re-enable syncing.

Lösung

Don't Assign Prospect in Account Engagement 

Unassigned prospects will not sync to Salesforce unless there is an existing record in Salesforce with the same email address. To keep Account Engagement prospects from syncing, do not assign them to users. If you want to assign a prospect, disable CRM syncing and then assign the prospect.


Disable CRM Syncing

If you have a prospect in Account Engagement , and a record exists in Salesforce with a matching email address, the records will sync unless you disable CRM syncing.

To disable CRM syncing for a single prospect, simply navigate to the prospect's record and click Disable CRM Syncing. This will set the prospects CRM Lead or Contact ID to [[crm_ignore_prospect]], and add a grey exclamation icon to the prospect record. To undo this, click Enable CRM Syncing. 

Automation Rules

If you want to keep several prospects from syncing with the CRM, you can use an automation rule to mark prospects with an action ‘Do not Sync with CRM’.

Nummer des Knowledge-Artikels

000383109

 
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Salesforce Help | Article