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Mapping Account Engagement checkbox fields to Salesforce checkbox fields

Data pubblicazione: Sep 30, 2025
Descrizione

Salesforce checkboxes are true/false fields and Account Engagement checkboxes are multi-selects, which can cause some confusion if you try to map them together.

You can create a basic true/false checkbox that syncs between Salesforce and Account Engagement. 


For example...

You want a checkbox on a Account Engagement form that asks prospects to agree with your terms before submitting. You want this field to sync with a lead or contact record in Salesforce. When a prospect fills out your form and marks "I agree with the terms", that field syncs with Salesforce as "true". If the field has been added to your lead or contact page layout, it will show a checkbox on record.
Risoluzione

Creating Your Fields:

1) In Salesforce, create a a lead or contact checkbox field. Leave Default Value set to Unchecked. For help with creating custom fields in Salesforce, see Salesforce's documentation here.
2) In Account Engagement, navigate to Admin > Configure Fields > Prospect Fields. Click + Add Custom Field.
3) Enter a Name.
4) In the Salesforce Field Name dropdown, select the name of the Salesforce field you just created.
5) From the Sync Behavior drop down, select Use Account Engagement's Value.
6) Set type to Radio Button.
7) Mark Use pre-defined values (for checkboxes, radio buttons, drop downs, and multi-selects).
8) Add two values: true and false (important: these are case-sensitive).
9) Click Save custom field.

Adding the Field to Account Engagement Forms:

1) Create or edit a Account Engagement form.
2) In the Fields tab, click + Add New Field.
3) Select your custom field from the Prospect Field dropdown.
4) Click Load Default Data next to the dropdown.
5) Change Type to Checkbox.
6) Click the Values tab.
7) Click the trashcan icon next to the false value to delete it.
8) Click the A icon next to the true value and enter text that will be displayed next to the checkbox. 
9) Click the Basic tab.
10) Optional: delete or edit the text in Label.
11) Click Save changes to exit the form field editor.
12) Finish editing your form and save as usual.

NOTE: When implementing this keep in mind that if the prospect leaves the box unmarked on the form, it will be processed by Account Engagement as an empty value.
The sync behavior will slightly differ when dealing with null or empty values. See this article for more information.

Numero articolo Knowledge

000382296

 
Caricamento
Salesforce Help | Article