Before You Begin Salesforce Connector v2 Setup

Before you set up Salesforce connector v2, review considerations and choose which sync method to use.

• Considerations for Using the Salesforce Connector
  Before you set up or unpause your connector, review considerations such as syncing fields and prospects, mapping users, and other setup tasks.
• Considerations for Accounts That Allow Multiple Prospects with the Same Email Address
  The most important aspect of the Salesforce sync is creating a one-to-one relationship between an Account Engagement prospect and a Salesforce lead, contact, or person account. The Salesforce connector uses CRM ID as the matching criteria for syncing in both directions in business units that allow multiple prospects with the same email address.
• Choose a Sync Method
  When the integration user is set as the connector user, the connector syncs all records for objects that sync between Account Engagement and Salesforce. If you want to sync a subset of records, use Marketing Data Sharing to select the records to sync. Use the included integration user, or configure your own connector user.
• Marketing Data Sharing
  Use Marketing Data Sharing to create rules for syncing a subset of leads, contacts, opportunities, and custom objects.