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Account Engagement Proactive Alert Monitoring: Prospects Associated to a Prospect Account

Fecha de publicación: Jan 23, 2025
Descripción

A large number of Prospects Associated to a Prospect Account can lead to data skew issues in your environment. This can have downstream impact on performance if left unchecked.

The Signature Success plan’s Proactive Monitoring product will monitor for, and alert you when large volumes of Prospects Associated to a Prospect Account are detected in your Account Engagement environment. In addition, on the Salesforce Help site Designated contacts and above can see your realtime metrics, alerts & more.

Causes:

  • High numbers of Prospects Associated to a Prospect Account 
Solución

Here are some suggestions on how best to resolve the alert:

  • Redistribute prospects across prospect accounts using https://pi.pardot.com/dataskew. 
  • Consider using Marketing Data Sharing rules to prevent syncing records with data skew from Salesforce. 
  • Use Optimiser in your Account Engagement Settings to stay up up-to-date on critical tasks to be done to increase account efficiency.
Número del artículo de conocimiento

002183033

 
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Salesforce Help | Article