Salesforce Docs Portal

Turn Off Object Sync

To disable Object Sync, deselect syncing fields, update settings, and turn off the feature in Marketing Setup.

Required Editions

Available in: B2B Marketing Analytics and B2B Marketing Analytics Plus in Lightning Experience

  • B2B Marketing Analytics Plus is available in Salesforce Enterprise, Unlimited, and Developer Editions with Account Engagement Premium Edition. Also available in Account Engagement Plus and Advanced Editions with the B2B Marketing Analytics Plus add-on.
  • B2B Marketing Analytics is available in Account Engagement Plus, Advanced, and Premium Editions. Also available in Account Engagement Pro and Ultimate Editions with the B2B Marketing Analytics add-on.
User Permissions Needed
To enable Object Sync: Customize Application
  1. In Marketing Setup, enter Object Sync in the Quick Find box and select Object Sync.
  2. Remove all fields from the dataset.
  3. From Marketing Setup, click Open Account Engagement and deselect the option to allow field replication.
    Checkbox with "Allow prospect custom field replication in Tableau CRM
  4. From Setup, click Sync Now.
    This step syncs the blank dataset, which deletes the fields from CRM Analytics.
  5. To disable Object Sync for all of your business units, toggle the Enhance Syncing for Custom Prospect Fields setting to Disabled.
    Enhance Syncing setting shows the toggle still enabled. Toggle it to Disabled.
    If you’re only disabling Object Sync for certain business units, skip this step.
  6. Notify users that the dataset is no longer available and to reconfigure their affected apps.