Setting Up the Salesforce Connector for Business Units Purchased Before February 11, 2019

The Salesforce connector syncs prospect and opportunity data between Account Engagement and Salesforce. Account Engagement can sync with Salesforce Professional Edition and higher. If you purchased Account Engagement before February 11, 2019, follow these steps to install and configure the Salesforce connector.

• Considerations for Using the Salesforce Connector
  Before you set up or unpause your connector, review considerations such as syncing fields and prospects, mapping users, and other setup tasks.
• Considerations for Accounts That Allow Multiple Prospects with the Same Email Address
  The most important aspect of the Salesforce sync is creating a one-to-one relationship between an Account Engagement prospect and a Salesforce lead, contact, or person account. The Salesforce connector uses CRM ID as the matching criteria for syncing in both directions in business units that allow multiple prospects with the same email address.
• Step 1: Install the Salesforce Connector (v1)
  After you install the AppExchange package, make sure that your connector user has the appropriate permissions. Then create the connector in Account Engagement. This process applies only to version 1 of the Salesforce connector.
• Step 2: Configure Salesforce for the Salesforce Connector
  During configuration, a Salesforce admin can map custom fields, add Account Engagement components to page layouts, and grant data access to users.
• Step 3: Configure Account Engagement
  An Account Engagement admin can map custom fields and users, test the connector, and perform an initial prospect sync.