Follow these steps to fire the Journey Builder event when an object related to a Person Account is created or updated.
- Drag Salesforce Data onto the canvas.
- Click Salesforce Data.
- Select Salesforce Data Event.
- Select an object that is related to a Person Account as the source of this entry event.
- Select to fire the event when records are created, updated, or when either action occurs.
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Select an ID under Who do you want to inject?
- To admit the Person account, select Account ID (PersonAccount).
- To admit a different type of user, select a different ID such as Contact ID, Lead ID, or Owner ID.
- Create a filter for the object. Under Attributes, drag primary object fields into the filter pane.
- Select data from related objects listed below the account, if necessary.
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Expand the account fields to bring data into the journey for the contact that enters or for
related objects.
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