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.
| Available in: All Account Engagement Editions |
If a prospect has an email address that matches the email address of a record in Salesforce, the two records can sync. These prospects require an assigned user in Account Engagement to sync. Prospects flagged Do not sync with CRM don’t sync to Salesforce.
If a prospect has an assigned user but Salesforce doesn’t have a record with a matching email address, a record is created in Salesforce. Unless you’re using Active Assignment Rules in Salesforce, the prospect must be assigned to a user in Account Engagement to create a record in Salesforce.
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