Salesforce Duplicates

The Salesforce Winter ’25 release notes are here! Let’s discover the key highlights and what Account Engagement (formerly Pardot) users can expect this October. Duplicate Management When Salesforce introduced the Email Uniqueness field in 2021, which let us know if a Prospect’s email address was unique within the system. While useful, this field had its limitations—it couldn’t be exported, and it only indicated the existence of a duplicate email. Now, with the Winter ’25 release, Advanced and Premium Account Engagement users will gain full-fledged duplicate management capabilities. Account Engagement Optimizer will help keep databases clean by enabling users to view and merge duplicate prospect records easily. Default System Emails to Lightning App Links If you’ve been receiving system notification emails from Account Engagement, such as the Daily Prospect Activity report, you’re likely familiar with the pi.pardot.com (Pardot Classic) links these emails typically include. However, with Winter ’25, all orgs will have the option to default Account Engagement system emails to use Lightning App links. This update directs users to the correct app or prospect without requiring a login to pi.pardot.com. One note: this update won’t change the “Account Engagement URL” field on Salesforce Leads and Contacts, which will still contain a pi.pardot.com link. However, you can create a Formula field on the Lead and Contact objects to display the Lightning link instead. Use the following formula, and be sure to update the highlighted section with your own Salesforce URL: plaintextCopy codeSUBSTITUTE(pi__url__c, “http://pi.pardot.com/prospect/read?id=”, “https://company.lightning.force.com/lightning/page/pardot/home?pardot__path=/prospect/read/id/”) While the Pardot Classic App will always hold a nostalgic place in our hearts, it’s exciting to see this last remnant of the Classic interface being phased out. Do More with Data Cloud The integration between Account Engagement and Data Cloud continues to evolve. With the Winter ’25 release, orgs will be able to connect form, landing page, and tracked website engagement data to Data Cloud, enabling more personalized marketing efforts, calculated insights, and improved segmentation. In addition, the number of Data Cloud segments available per business unit in Account Engagement has increased from 5 to 25, though this enhancement is currently only available to users with the Growth or Plus edition. Copy Forms and Emails to CMS Building on the “Copy Images from Account Engagement to CMS” feature introduced in Summer ’24, orgs with the Growth or Plus editions can now also copy forms and emails to their CMS. Additionally, support for PDF, MP4, and Zip file types has been added in this release. Pause or Cancel Permanent Prospect Deletions One of the worst experiences for any admin is accidentally deleting something important—especially when it’s a permanent deletion. Fortunately, Salesforce is now offering a safeguard: deletion requests can be paused or canceled via the Table Action Manager in Account Engagement Optimizer. Get Help Understanding the Salesforce Winter ’25 Release and Its Impact on Account Engagement Orgs What questions do you have about the new features coming to Account Engagement? Let us know in the comments or reach out to the team at Tectonic to start a conversation. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more