Step 3: Configure Account Engagement

An Account Engagement admin can map custom fields and users, test the connector, and perform an initial prospect sync.

• Create or Connect Users
  To learn how to connect your Account Engagement and Salesforce user records, see Connect Account Engagement and Salesforce Users.
• Map Salesforce and Account Engagement Custom Fields
  To allow syncing, map prospect and account custom fields.
• Test the Salesforce Connector
  After you set up the Salesforce Connector, you can test it to make sure that it syncs properly.
• Trigger the Initial Prospect Sync
  After you’ve connected Salesforce and Account Engagement, import existing leads and contacts into Account Engagement. The connector doesn’t automatically create prospects from existing Salesforce leads and contacts. After import, Account Engagement syncs the prospect record with the existing Salesforce lead or contact record. Future updates to records in either system then sync automatically.