Add Account Engagement Data to Person Account Layouts

To use person accounts with Account Engagement, add a few components to your person account page layouts.

  1. Follow the steps in Show Account Engagement Data in Salesforce, but add the elements to your person account page layouts instead of lead and contact layouts.
  2. Follow the steps in Add the Send to Account Engagement Button to Person Account Records.
  3. Follow the steps in Create the Send Account Engagement Email Button for Person Accounts.