To sync prospects to person accounts instead of leads, enable a setting on the
Salesforce connector.
Required Editions
Available in: All Account
Engagement Editions
User Permissions Needed
To enable Person Account Syncing:
Account Engagement Administrator role
Before you can enable syncing with person accounts, your Salesforce connector must be verified
and Person Accounts must be enabled in Salesforce.
Warning This change is irreversible. After Person Account Syncing is enabled, it
can’t be disabled.
Open the Salesforce Connector page.
In Account Engagement, select Admin and then select
Connectors. Click next to the
Salesforce Connector, and select Edit.
In the Lightning app, select Account Engagement Settings
and then Connectors. Click next to the
Salesforce connector, and select Edit Settings.
Select Sync Prospects with Person Accounts.
Review the prompt, then click Enable.
Save your changes.
Add Account Engagement data fields to your Person Account page layouts. If you don’t use leads
in Salesforce, or if you want to sync prospects to person accounts instead of leads, enable
Create Person Accounts Instead of Leads.
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