To sync prospects to person accounts instead of leads, enable a setting on the Salesforce connector.
Required Editions
| Available in: All Account Engagement Editions |
| User Permissions Needed | |
|---|---|
| To enable Person Account Syncing: | Account Engagement Administrator role |
Before you can enable syncing with person accounts, your Salesforce connector must be verified and Person Accounts must be enabled in Salesforce.
Warning This change is irreversible. After Person Account Syncing is enabled, it
can’t be disabled.
-
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, then click Enable.
- Save your changes.
Add Account Engagement data fields to your Person Account page layouts. If you don’t use leads in Salesforce, or if you want to sync prospects to person accounts instead of leads, enable Create Person Accounts Instead of Leads.