Person Account Syncing with Salesforce
Account Engagement can sync with Salesforce person accounts.
Required Editions
| Available in: All Account Engagement Editions |
How you sync with person accounts depends on whether you use Salesforce leads.
Syncing with Leads and Person Accounts
Account Engagement usually creates prospect records in Salesforce as leads. However, after a lead is converted into a person account, that record is synced instead and no other leads are created for the prospect.
With this syncing arrangement, a single Salesforce person account record combines two records: a prospect record and a prospect account record. The two records remain separate in Account Engagement. Field mapping remains the same.
Contact-level fields map to prospect fields, and Salesforce account-level fields map to prospect account fields. However, the account owner syncs to both the Assigned User field on the prospect account and the Assigned User field on the prospect. The CRM ID of the Salesforce record that converted to a person account displays under the Contact ID field on the prospect record.
Using Person Accounts Without Leads
When a prospect that isn’t already synced to Salesforce is assigned, it creates a person account in Salesforce instead of a lead.
A Salesforce person account syncs to a prospect record that is associated with a business account in Account Engagement. The two records aren’t combined into one view as in Salesforce.
The field mappings remain the same. Contact fields map to prospect fields, and Salesforce account-level fields map to company account fields in Account Engagement. The Contact ID for the Salesforce contact that has become the Person Account appears on the prospect record.
- Enable Person Account Syncing
To sync prospects to person accounts instead of leads, enable a setting on the Salesforce connector. - Create a Person Account
If you don’t use leads in Salesforce, or if you want to sync prospects to person accounts instead of leads, set up a person account. - Add Account Engagement Data to Person Account Layouts
To use person accounts with Account Engagement, add a few components to your person account page layouts. - Add the Send to Account Engagement Button to Person Account Records
The Send to Account Engagement button makes it easy to sync person account records with Account Engagement prospects. After the custom button is created, add it to account page layouts in Salesforce. - Create the Send Account Engagement Email Button for Person Accounts
The Send Account Engagement Email button makes it easy to email prospects from Salesforce. Create the custom button, and then add it to account page layouts. Don’t add this button if your layout already has the Send Engage Email button.
