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Market to Your Customers with Account Engagement

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Market to Your Customers with Account Engagement

Copy Account Fields to Contact Fields

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Copy Account Fields to Contact Fields

To sync account record fields to Account Engagement, copy the fields to related contacts and trigger a sync.

Required Editions

User Permissions Needed
To create custom fields:	Customize Application

Open the Object Manager, select Contacts, and then select Fields & Relationships.
Click New.
For the data type, select Formula, and click Next.
Enter a field label.
Select a formula return type that matches the account field type, and click Next.
Click the Advanced Formula tab.
Click Insert Field.
On the Insert Field screen, navigate to Contact | Account, select the field you want to sync, and click Insert.

Note For picklist fields, add the TEXT function. For example, the picklist field Account.CRM_System__c looks like TEXT(Account.CRM_System__c ).
Click Next.
Set field-level security, and click Next.
Select on which page layouts you want the field to appear.
Save the field.

Updating this field doesn’t trigger a prospect record sync or change the last updated timestamp, because it’s a copy of the account field. Account updates sync as part of a separate process.

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