Hello everyone,
In cases we email our customer base with the CTA to signup a form with their information, we often do not want to overwrite the legally sufficient customer data such as company name. How can we stop sync or update for specific forms? We do not want to create different custom fields for already existing fields such as first name, address and company for example, that makes the export files too big.
What could be a good solution? Using microsoft forms does not capture the activity.
Are there any settings per form what could be used?
In your MCAE Field sync settings, you have the option of always using Salesforce-defined values. This gives you the power of choosing which fields you are OK with the visitor populating & overwriting and which ones you don't. This is done Pardot Business Unit-Wide though.
If you really need form-specific control, your only option really is to create custom fields and decide when to copy values over. You could also try to hack together a solution with having a value on the Prospect that identifies it has "legally sufficient data" and then have decisions in MCAE that look at that value and then take different action.
Progressive profiling could be another option, where you don't even show these good fields for known prospects (assuming their browser visit has them identified). Not a fool-proof option, but given they are (usually) visiting the form from an email it should cover you in most cases.
