Are you surprised by the red warning indicating you’ve exceeded your Account Engagement (Pardot) prospect limits? Here’s what might be driving those numbers higher than expected and how to manage them effectively.
1. Automatic Prospect Creation
– If Salesforce settings for automatic creation of Prospects from Leads or Contacts are active, every new Lead or Contact turns into a Prospect.
– Consider disabling this to manage your Prospect count manually via the Import tool or middleware if it doesn’t fit your strategy.
2. Uncontrolled Prospect Imports
– Prospect imports can lead to an influx of unnecessary data if not managed properly, as they require only an email address.
– Limit import permissions to trusted users and establish validation processes to maintain data integrity.
3. Duplicate Prospect Creation
– The AMPSEA setting allows multiple Prospects with the same email, leading to duplicates instead of updates.
– Train users to search for existing Prospects before creating new ones and ensure APIs use the upsert method for updates.
4. Reluctance to Clean Up
– Holding onto non-engaging Prospects can inflate your limits unnecessarily.
– Regularly review and clean your Prospect list by targeting those who haven’t engaged in the last 6-12 months.
Proactively managing Salesforce technical debt is crucial for sustaining long-term business growth. Uncontrolled data growth can strain resources and lead to inefficiencies. By addressing this proactively, you maximize your Salesforce ROI, streamlining operations and aligning with strategic goals. As a Salesforce Architect, guiding managers through these challenges ensures their systems effectively support business objectives.
Focus on maintaining quality over quantity in your database. Prioritize engaged Prospects to keep systems efficient and resource allocation effective.
You can read it here: https://sfdc.blog/LwZtX
Source from salesforceben(dot)com