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Managing contact overage issues during CRM migration in Salesforce Marketing Cloud

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Understanding Contact Overage Policy

Contact overage issues occur when the number of contacts in your Salesforce Marketing Cloud account exceeds the allowed limit. To avoid overage charges, it is crucial to manage your contacts effectively. Contacts in Sync DE count towards your limit, so you may need to consider deleting contacts that are no longer needed.

Before deleting contacts, it is essential to download the entire contact history to avoid losing valuable data. You can use the contact deletion feature in Contact Builder to delete contacts at the Parent BU level.

The root cause of contact overage issues is often the result of poor data management and lack of understanding of the contact overage policy. To avoid overage charges, it is crucial to regularly review and manage your contacts, and consider implementing a data governance strategy.

Managing Contact Overage Issues

To manage contact overage issues, you need to consider the following steps:

Contact Deletion Code

/* Delete contacts using Contact Builder */
var contactsToDelete = [/* list of contacts to delete */];
var contactBuilder = new ContactBuilder();
contactBuilder.deleteContacts(contactsToDelete);

After deleting contacts, it is essential to configure your sync settings to prevent unnecessary contacts from being synced across. You can configure your CRM 1 and SFMC connection to sync only specific contacts, and consider segmenting contacts from different sync data extensions for deletion.

Heads up: Contact deletion will result in the loss of associated contact history, so it is crucial to download the entire contact history before deleting contacts.

Best Practices for Managing Contact Overage Issues

To avoid contact overage issues, consider the following best practices:

Checklist for Managing Contact Overage Issues

  • Regularly review and manage your contacts to avoid overage issues
  • Implement a data governance strategy to ensure data quality and accuracy
  • Configure your sync settings to prevent unnecessary contacts from being synced across
  • Consider segmenting contacts from different sync data extensions for deletion
  • Download the entire contact history before deleting contacts
  • Inform your account executive and the customer about potential overage issues
  • Consider implementing a contact deletion process using Contact Builder

By following these best practices and understanding the contact overage policy, you can effectively manage contact overage issues and avoid overage charges.

What is the contact overage policy in Salesforce Marketing Cloud?

The contact overage policy in Salesforce Marketing Cloud is based on the number of contacts in your account, and there is usually a generous grace period before overage charges are applied.

How do I delete contacts in Salesforce Marketing Cloud?

You can delete contacts using Contact Builder, and it is essential to download the entire contact history before deleting contacts to avoid losing valuable data.

Can I configure my sync settings to prevent unnecessary contacts from being synced across?

Yes, you can configure your CRM 1 and SFMC connection to sync only specific contacts, and consider segmenting contacts from different sync data extensions for deletion.

What happens to the associated contact history when I delete contacts?

The associated contact history will be lost when you delete contacts, so it is crucial to download the entire contact history before deleting contacts.

How do I inform my account executive and the customer about potential overage issues?

You can inform your account executive and the customer about potential overage issues by sending them a notification, and it is essential to keep them informed throughout the process.

Genetrix Technology · Salesforce Marketing Cloud Partner

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