What Causes a Prospect to Sync from Account Engagement to Salesforce?

For a prospect to sync to Salesforce, the prospect record must meet the prerequisites and then an activity must trigger the sync.

Available in: All Account Engagement Editions

Syncing Prerequisites for Accounts That Don’t Allow Multiple Prospects with the Same Email Address
Syncing a prospect to Salesforce requires a corresponding Salesforce record or the prospect must be assigned in Account Engagement. If your business unit doesn’t allow multiple prospects with the same email address, prospects sync to Salesforce records with matching email addresses.
Syncing Prerequisites for Accounts That Allow Multiple Prospects with the Same Email Address
Syncing a prospect to Salesforce requires a corresponding Salesforce record or the prospect must be assigned to a user in Account Engagement. If your business unit allows multiple prospects with the same email address, prospects sync to Salesforce records with matching CRM IDs (lead or contact ID).
Activities That Trigger a Sync
Some prospect, user, and system activities trigger prospects to sync from Account Engagement to Salesforce.
Activities That Don’t Trigger a Sync
Some prospect activities don’t trigger a sync from Account Engagement to Salesforce.
What Causes a Prospect to Sync from Salesforce to Account Engagement?
Some lead and contact activities trigger a sync from Salesforce to Account Engagement.
Prospect Field Sync Behavior
For most fields, admins can set sync behavior to control whether a field can be updated in Account Engagement, Salesforce or both.

Did this article solve your issue?

Let us know so we can improve!

Product Area