Add the Send to Account Engagement Button to Person Account Records

The Send to Account Engagement button makes it easy to sync person account records with Account Engagement prospects. After the custom button is created, add it to account page layouts in Salesforce.

Required Editions

User Permissions Needed
To customize page layouts:	Customize Application

Note Pardot is now known as Marketing Cloud Account Engagement. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in a few places until we replace it, including in the app itself.

1. Open an account page layout for editing.
2. In the editor, find the button to add.
   • In Lightning Experience, open the Mobile & Lightning Actions section.
   • In Salesforce Classic, open the Buttons section.
3. Drag the Send to Account Engagement button into the corresponding section of the page.
   Use the Mobile & Lightning Actions in Lightning Experience and Custom Buttons box in Salesforce Classic.
4. Save your work.

See Also

• Enable Person Account Syncing
• Create a Person Account
• Add Account Engagement Data to Person Account Layouts
• Create the Send Account Engagement Email Button for Person Accounts