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Associate Cases and Tasks to Person Accounts

Journey Builder associates cases and tasks to person accounts using the corresponding activities.

  1. Drag a Case or Task activity onto the Journey Builder canvas.
  2. Click Configure.
  3. Follow the steps listed.
    For Tasks, under How do you want to associate a Contact or Lead, select Associate the task to the Marketing Cloud Engagement contact in this journey.
    For Cases, under How do you want to associate a Contact or Lead, select Associate the task to a mapped contact or lead. Map the case to a Marketing Cloud Engagement contact ID.