Follow these steps in Journey Builder to configure the event to fire when an object associated with a business account is created or updated.
- Drag Salesforce Data onto the canvas.
- Click Salesforce Data.
- Choose Salesforce Data Event.
- Select the account object to be the source of this entry event.
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Select an ID under Select who to inject into the journey.
Note For business accounts, select only list items followed by the label (User). -
Select to trigger the entry when a record Is Created, Is
Updated or both.
Note If Is Updated is selected, you must define what triggers entry based upon the specific criteria you configure. If Is Created is selected, you don't have to define criteria, which trigger entry upon any creation to the object, or you can define specific criteria.
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Create a filter for the account object. Under Attributes, drag primary object fields into
the filter pane.
Note Don’t use Person Account fields. Use the IsPersonAccount field to define event rules to admit only Business Accounts or Person Accounts. To admit only Business Accounts, set the filter criteria so that IsPersonAccount = false. To admit only Person Accounts, set the filter criteria so that IsPersonAccount = true.
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Select journey data by expanding account fields. These fields bring data into the journey
for each contact who enters. The data can be used later in the journey.
These fields are added to journey data automatically:
- The email address of the record for the person entering the journey. This information is added automatically to Default Channel Addresses.
- The email opt-out flag for the person entering the journey.