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            Custom Object Syncing with Salesforce

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            Custom Object Syncing with Salesforce

            You can run automations around custom Salesforce objects that are related to a prospect record through a prospect ID. To tie a custom Salesforce object to a prospect ID, link the object to a contact, lead, or account record.

            Required Editions

            Available in: Account Engagement Advanced Edition and Available for an additional cost in: Account Engagement Plus Edition
            • Considerations for Syncing Custom Objects
              When syncing custom objects between Salesforce and Account Engagement, keep these considerations in mind.
            • Create a Custom Object in Account Engagement
              You can create custom objects in Account Engagement to sync with Salesforce custom objects. Before you create a custom object, it must exist in Salesforce.
            • Automate with Custom Objects
              As with other objects in Account Engagement, you can use custom objects in automation rules. Because an automation matches prospects, a custom object automation rule matches prospects related to a custom object. Custom objects aren’t available as criteria in automation rule groups.
             
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