Hi Everyone,
In Account Engagement, we can see the Mailable Prospect count and each Prospect record has a Mailability Status, including Mailable, Opted Out, Do Not Email, Soft Bounce, and Hard Bounce.
However, in the standard B2B Marketing Analytics pdProspect dataset, we only have fields such as Opted Out and Do Not Email. There is no Mailability Status / Hard Bounce / Soft Bounce field available to reproduce the Mailable count.
For example, a prospect that is Hard Bounced in Account Engagement still appears in the pdProspect dataset.
My question: Is there a standard field, dataset, configuration, or supported method to bring the Account Engagement Mailability Status / Mailable Prospect count into B2B Marketing Analytics so that the CRM Analytics count matches the Mailable count shown in Account Engagement?
If it is not available in the standard dataset, what is the recommended Salesforce-supported approach to achieve this?
Thank you!
In that case, I don’t think there is a dataset currently available that would support this directly.
The most practical option would be to bring the required data into Salesforce on the Lead and Contact records and then use recipes to join the datasets.
For the Lead records, you can join the pdProspect dataset to the Lead dataset using a Left Join, where:
- crm_lead_fid (from pdProspect) matches Id (from Lead)
For Contact records, the join would be:
- crm_contact_fid (from pdProspect) matches Id (from Contact)
You may also want to add a Transform node to combine the Lead and Contact Hard Bounced fields into a single column. Within the same Transform node, you can use a Custom Formula to replicate the Account Engagement Mailability Status logic. This should make it easier to apply consistent filtering in your dashboards.
case
when CRM_Hard_Bounced == 'true' then 'Undeliverable'
when is_opted_out == 'true' then 'Opted Out'
when is_do_not_email == 'true' then 'Do Not Email'
else 'Mailable'
end
I think this should do the trick here.
