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            Connect to Customers with Account Engagement in Financial Services Cloud

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            3. Financial Services Cloud Admin Guide

            Connect to Customers with Account Engagement in Financial Services Cloud

            Access Marketing Cloud Account Engagement (Pardot), a full suite of marketing tools, in Financial Services Cloud.

            Required Editions

            Financial Services Cloud is available in Lightning Experience.

            Available in: Professional, Enterprise, and Unlimited editions.

            Create groups and relationships in Financial Services Cloud to sync to Account Engagement as the underlying Account and Contact records. You can map Financial Services Cloud custom objects such as Financial Account to Account Engagement custom objects.

            If you use person accounts in your org, there are no changes to the way you work in Account Engagement.

            If you use the individual data model, send 1:1 Salesforce Engage emails via the Contact list view in Lightning Experience or through the Contact record. In the individual data model, you see Account Engagement Contact fields and Visualforce pages in the Contact section on the client profile, but contact-specific buttons such as Send Engage Email aren’t visible.

            To learn how different tools help marketers create meaningful connections, generate more pipeline, and empower sales to close more deals, see Market to Your Customers with Account Engagement.

            To learn how syncing with leads and person accounts works, and using person accounts without leads, see Person Account Syncing with Salesforce..

             
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