Connecting Account Engagement and Salesforce
To share data across systems, set up the Salesforce connector.
Required Editions
| Available in: All Account Engagement Editions |
- Designate an Admin for Marketing Setup Tasks
Setup and feature configuration often requires both a Salesforce admin and an Account Engagement admin. To bypass the need for multiple admins, you can create a custom permission set in Salesforce to delegate Account Engagement tasks to a marketing admin. This custom permission set grants access to all the nodes in Marketing Setup without granting full access to Salesforce Setup. - Syncing Prospects
When syncing prospects between Account Engagement and Salesforce, changes to prospect records are pushed to Salesforce, and information from Salesforce records is pulled into the corresponding fields on prospect records. Syncing occurs every 2–4 minutes. - What Salesforce Data Is Available in Account Engagement?
Account Engagement and Salesforce have different authorization and sharing models. Data is shared through the Salesforce connector via the connector user, so Account Engagement can show any data that the connector user has access to. Because of how the systems connect, you can assume that Account Engagement users have at least as much access to Salesforce data as the connector user. - Account Engagement and Salesforce API Usage
The Salesforce connector makes it possible to share data between the platforms using an API. - Find Your Salesforce Connector Version
Before you begin connector setup, determine which connector version you have. - Considerations for Upgrading to v2 of the Salesforce Connector
Version 2 of the Salesforce connector offers improvements, like on-demand metadata sync, Business Unit Switcher, and the integration user. Before you upgrade, familiarize yourself with the changes from v1 to v2. - Setting Up a Salesforce Connector for Business Units Purchased After February 11, 2019
For business units purchased after February 11, 2019, only a Salesforce admin can install and enable Account Engagement. To complete setup, the Salesforce admin appoints an Account Engagement admin who can configure Account Engagement. These admins can be different users. Review prerequisites before you begin. - Setting Up the Salesforce Connector for Business Units Purchased Before February 11, 2019
The Salesforce connector syncs prospect and opportunity data between Account Engagement and Salesforce. Account Engagement can sync with Salesforce Professional Edition and higher. If you purchased Account Engagement before February 11, 2019, follow these steps to install and configure the Salesforce connector. - Best Practices for the Salesforce Connector
Although not critical to a successful connector setup, these references and tasks can help you make the most out of your Salesforce connector implementation. - Managing Multiple Business Units
Whether your enterprise has marketing goals based on geography or product lines, help each division focus on their own unique marketing objectives using multiple Account Engagement business units. Prospects and marketing assets are partitioned by business unit, so your divisions can market independently and still get a global view with B2B Marketing Analytics. - Create a Sandbox for Account Engagement
Use Sandboxes for Account Engagement to test configuration changes before implementing them in production. - Opportunity Syncing with Salesforce
A Salesforce opportunity tracks pending or actual revenue from a sale. After you set up the Salesforce connector, your Salesforce opportunities become available in Account Engagement for ROI reporting. This feature is available as part of the connector, and doesn’t have to be enabled. - Person Account Syncing with Salesforce
Account Engagement can sync with Salesforce person accounts. - 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.
Did this article solve your issue?
Let us know so we can improve!
