Step 2: Configure Salesforce for the Salesforce Connector

During configuration, a Salesforce admin can map custom fields, add Account Engagement components to page layouts, and grant data access to users.

• Map Custom Lead Fields to Contact Fields
  Mapping fields in Salesforce ensures that the contact record pulls in all Account Engagement data from the lead record during conversion.
• Show Account Engagement Data in Salesforce
  The AppExchange application adds Account Engagement fields and Visualforce pages, but they’re not displayed automatically. To display them, add them to your Salesforce lead and contact page layouts.
• Add Custom Buttons to Salesforce Page Layouts
  You can add two custom actions to lead and contact pages: Send to Account Engagement and Send Account Engagement Email. To sync Salesforce leads or contacts with prospects in Account Engagement, use the Send to Account Engagement button. By using the Send Account Engagement Email button, Salesforce users who are assigned the Account Engagement permission set can send a tracked email from Salesforce.
• Adding Account Engagement Standard Actions to Salesforce
  Add Account Engagement buttons and actions to Salesforce as standard actions in list views and on certain record pages. Quick action record buttons are only supported in production orgs, not in Salesforce sandboxes.
• Let Users Edit List Membership in Salesforce
  Users can add and remove leads and contacts from CRM-visible, Account Engagement segmentation lists without leaving Salesforce.
• Add Scoring Category Scores to Page Layouts
  Update page layouts to include scoring category fields on lead and contact records.
• Give Users Access to Account Engagement Data in Salesforce
  Apply the necessary permissions to any set included with the AppExchange package to any user who accesses or uses Account Engagement data in Salesforce.

1. Map Custom Lead Fields to Contact Fields
   Mapping fields in Salesforce ensures that the contact record pulls in all Account Engagement data from the lead record during conversion.
2. Show Account Engagement Data in Salesforce
   The AppExchange application adds Account Engagement fields and Visualforce pages, but they’re not displayed automatically. To display them, add them to your Salesforce lead and contact page layouts.
3. Add Custom Buttons to Salesforce Page Layouts
   You can add two custom actions to lead and contact pages: Send to Account Engagement and Send Account Engagement Email. To sync Salesforce leads or contacts with prospects in Account Engagement, use the Send to Account Engagement button. By using the Send Account Engagement Email button, Salesforce users who are assigned the Account Engagement permission set can send a tracked email from Salesforce.
4. Adding Account Engagement Standard Actions to Salesforce
   Add Account Engagement buttons and actions to Salesforce as standard actions in list views and on certain record pages. Quick action record buttons are only supported in production orgs, not in Salesforce sandboxes.
5. Let Users Edit List Membership in Salesforce
   Users can add and remove leads and contacts from CRM-visible, Account Engagement segmentation lists without leaving Salesforce.
6. Add Scoring Category Scores to Page Layouts
   Update page layouts to include scoring category fields on lead and contact records.
7. Give Users Access to Account Engagement Data in Salesforce
   Apply the necessary permissions to any set included with the AppExchange package to any user who accesses or uses Account Engagement data in Salesforce.