If you don’t use leads in Salesforce, or if you want to sync prospects to person accounts instead of leads, set up a person account.
Required Editions
| Available in: All Account Engagement Editions |
| User Permissions Needed | |
|---|---|
| To create person accounts: | Account Engagement Administrator role |
Warning If you don’t use person accounts, contact Salesforce Customer Support to
turn on creating contacts instead of leads. This change is irreversible.
When you opt to create person accounts instead of leads, the system first checks that the account doesn't exist already as a lead or contact. If no matching record is found, the system creates the person account.
Before you turn on person accounts, review these guidelines.
- You can't define sync settings prospect-by-prospect.
- Make sure that the connector user has Create permissions on the Account object in Salesforce.
-
Open the Salesforce Connector page.
- In Account Engagement, select Admin and then select
Connectors. Click
next to the
Salesforce Connector, and select Edit.
- In the Lightning app, select Account Engagement Settings
and then Connectors. Click next to the
Salesforce connector, and select Edit Settings.
- In Account Engagement, select Admin and then select
Connectors. Click
- Select Sync Prospects with Person Accounts.
- Review the prompt, and then click Enable.
- Select Create Person Accounts Instead of Leads.
- Enter a default person account record type.
- Save your changes.