The Salesforce Winter ‘25 release notes are out! Let’s dive into Winter ’25 highlights and what Account Engagement (f.k.a. Pardot) users can expect to see come October.
Duplicate Management!
Back in 2021 we got the Email Uniqueness field that told us whether or not a Prospect’s email address was unique to the prospect. Although this field is super handy, you can’t export its data and it only tells you if there is a duplicate email somewhere in the system.
Now, Advanced and Premium Account Engagement users are getting bonafide duplicate management capabilities.
As part of the Winter ‘25 release, Account Engagement Optimizer will help users keep their database squeaky clean by enabling them to view and merge duplicate prospect records.
Default System Emails to Lightning App Links
If you receive system notification emails from Account Engagement, for instance the Daily Prospect Activity report, then you know these emails typically include pi.pardot.com (a.k.a. Pardot Classic) links rather than the, now standard, Account Engagement Lightning App links.
Fortunately, with the Salesforce Winter ‘25 release, all orgs will have the option to default their Account Engagement system emails to use Lightning App links, directing users to the right app or prospect without having to log into pi.pardot.com.
Now the only link this update won’t fix is the “Account Engagement URL” field on Salesforce Leads and Contacts. This field will continue to have 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 formula:
SUBSTITUTE( pi__url__c, “http://pi.pardot.com/prospect/read?id=”, “https://company.lightning.force.com/lightning/page/pardot/home?pardot__path=/prospect/read/id/” )
Making sure you update the section in red with your own Salesforce URL. While the Pardot Classic App will forever hold a piece of my heart. I’m excited to see this last remaining vestige of the Classic interface go away.
Do More with Data Cloud
Account Engagement and Data Cloud’s integration continues to grow with each release. Orgs will now be able to connect form, landing page, and tracked website engagement data to Data Cloud for personalized marketing efforts, calculated insights, and improved segmentation.
Speaking of Data Cloud Segments, Account Engagement can now have 25 Data Cloud segments per business unit (an increase from 5)! Currently the segment increase only applies to Account Engagement users with Growth or Plus edition.
Copy Forms and Emails to CMS
Building on the “Copy Images from Account Engagement to CMS” feature of Summer ‘24, Account Engagement orgs with Growth or Plus editions can now also copy forms and emails to their CMS.
PDF, MP4, and Zip file types are also now supported as part of this release.
Pause or Cancel Permanent Prospect Deletions
One of the worst feelings as an admin of any system is accidentally deleting something you shouldn’t have. Even worse is when it is a permanent deletion.
Thankfully, Salesforce is helping you avoid that feeling of dread and doom but allowing for these table actions to be paused or outright canceled. Deletion requests can be paused/canceled in the Table Action Manager found within Account Engagement Optimizer.
Get help understanding the Salesforce Winter ‘25 release and how it affects 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 Sercante to start a conversation.
