After you’ve connected Salesforce and Account Engagement, import existing leads and contacts into Account Engagement. The connector doesn’t automatically create prospects from existing Salesforce leads and contacts. After import, Account Engagement syncs the prospect record with the existing Salesforce lead or contact record. Future updates to records in either system then sync automatically.
Note If your business unit allows multiple prospects with the
same email address, you must import by CRM ID to match leads and contacts with prospects. If you don’t import by
CRM ID, prospects imported by email address create duplicate leads or contacts in Salesforce. New
Account Engagement business units allow multiple prospects with the same email address by
default.