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Syncing Prerequisites for Accounts That Allow Multiple Prospects with the Same Email Address

Syncing Prerequisites for Accounts That Allow Multiple Prospects with the Same Email Address

Syncing a prospect to Salesforce requires a corresponding Salesforce record or the prospect must be assigned to a user in Account Engagement. If your business unit allows multiple prospects with the same email address, prospects sync to Salesforce records with matching CRM IDs (lead or contact ID).

Required Editions

Available in: All Account Engagement Editions

If a prospect has a CRM ID that matches the ID of a record in Salesforce, the two records can sync. These prospects don’t need 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 CRM ID, Account Engagement creates a record 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.