Loading
Salesforce now sends email only from verified domains. Read More
Help Agent Performance DegradationRead More
Market to Your Customers with Account Engagement
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Map a Checkbox Field to a Salesforce Multi-Select Field

            You are here:

            1. Salesforce Help
            2. Docs
            3. Marketing Cloud Account Engagement

            Map a Checkbox Field to a Salesforce Multi-Select Field

            You can map a checkbox field from Account Engagement to a Salesforce picklist (multi-select) field. If you edit an existing Account Engagement custom field or manually enter the values, make sure that the values match exactly in both systems.

            Required Editions

            User Permissions Needed
            To configure fields: Account Engagement Administrator role

            You can’t map an Account Engagement multi-select field to Salesforce checkboxes. They have different field types and don’t sync.

            1. Edit the prospect field.
            2. From the Salesforce Field Name dropdown, select the name of the Salesforce field. The type and values automatically populate in the checkbox field.
            3. Deselect Keep this field’s type and possible values (for dropdowns, radio buttons, checkboxes) in sync with the CRM.
            4. Set the sync behavior.
            5. Change the type to Checkbox.
            6. Add or edit the values. Make sure that they match your Salesforce field’s values exactly.
            7. Save the field.
             
            Loading
            Salesforce Help | Article