Considerations for Accounts That Allow Multiple Prospects with the Same Email Address

The most important aspect of the Salesforce sync is creating a one-to-one relationship between an Account Engagement prospect and a Salesforce lead, contact, or person account. The Salesforce connector uses CRM ID as the matching criteria for syncing in both directions in business units that allow multiple prospects with the same email address.

When Salesforce creates a lead, contact, or person account with a specific email address, a prospect is created with a matching CRM ID. Data from each record syncs according to the sync behavior defined for each field. Prospects are created only if the Salesforce connector user has permission to the record in Salesforce.

Sometimes a prospect doesn’t have a CRM ID, and multiple records with the same email address exist in Salesforce. In this case, the prospect syncs to the record Account Engagement finds first.

When a prospect is created and it meets your criteria to begin syncing, a record is created based on your connector’s settings.

Business units that allow multiple prospects with the same email address have fewer connector settings. The connector creates prospects when it finds new leads, contacts, or person accounts and syncs changes among those records. When the connector detects merged or deleted records in Salesforce, it updates the corresponding prospects and sends deleted records to the Account Engagement recycle bin.