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Integrating Salesforce Person Accounts

Need to track individuals for B2C eCommerce or similar using integration for Salesforce?

Today's topic is around just how to do that by integrating Salesforce Person Accounts to your Marketing Automation List(s), Audiences, or Group(s).

Check out the few steps below on how to achieve it.

Getting Started with Syncing over Person Accounts to Lists, Audiences, or Groups 

  • In Step 1 of the Set Up, the Object type should be set to Accounts as the Object Type since if using "Person Accounts" in Salesforce, the integration will know and change the Account Object type for you to Person Accounts.

Next, select the option "Want to use a Campaign or List View to sync Campaign and List Members? Select this feature," You can select either a Campaign from Salesforce or a List View.

Next, look for the Campaign or List View you have created to test this feature for Person Account record(s).

For Converted Leads, make sure that you also have enabled the "Delete Converted Leads"; this feature will take the Lead Type record and match it so that the new Person Account record will be created in Constant Contact.

Hit update, then the "Next" button.

  • In Step 2 of the Set Up -- Specify your Main List or Audience where you want the Person Account records to land.
  • In Field Mapping, select the Person Account fields to map.

Hit "Save," then Reset Sync Process and resync.

Once the sync is done, The Person Account records under the selected Salesforce Campaign(s) or List View(s) will now be in the List/Audience (the same name as the Salesforce Campaign/List View where you placed "Person Account records).

Trying to sync back marketing metrics to Salesforce Person Accounts? Check out our article on that topic here.

Quick 2 minute video on setup:

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