Configure Events for Person Account Related Objects

Follow these steps to fire the Journey Builder event when an object related to a Person Account is created or updated.

  1. Drag Salesforce Data onto the canvas.
  2. Click Salesforce Data.
  3. Select Salesforce Data Event.
  4. Select an object that is related to a Person Account as the source of this entry event.
  5. Select to fire the event when records are created, updated, or when either action occurs.
  6. Select an ID under Who do you want to inject?
    1. To admit the Person account, select Account ID (PersonAccount).
    2. To admit a different type of user, select a different ID such as Contact ID, Lead ID, or Owner ID.
  7. Create a filter for the object. Under Attributes, drag primary object fields into the filter pane.
  8. Select data from related objects listed below the account, if necessary.
  9. Expand the account fields to bring data into the journey for the contact that enters or for related objects.
    Note
    Note When a Person Account is created, an identical Contact record is created in the Sales and Service Cloud.

These fields are added to journey data automatically:

  • The ID of the person entering the journey - if it’s a Person Account, the Person Contact ID of the Account record is added. This ID must be used to link the data extension to an attribute group.
  • The contact record email address, which is added automatically to Default Channel Addresses
  • The contact record email opt-out flag