Before you start using Accounts as Campaign Members, review these considerations.
Required Editions
| Available in: Salesforce Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
- Accounts as Campaign Member supports accounts and person accounts. When you add a person account as a campaign member, the record is added as a contact.
- Campaign member reports and metrics can vary between Sales and Account Engagement, because Account Engagement doesn’t include accounts in its campaign member totals.
- When you set sharing rules on an object, the Controlled by Campaign Member option inherits sharing settings from leads, contacts, accounts, and person accounts.