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 your Lists or Groups
In Step 1 of the Sync Profile
The Object type should be set to "Person Account".
Next, select the option "Want to use a Campaign or Marketing List to sync Campaign and List Members to Constant Contact? Select this feature" and select "Use Salesforce Campaign as List" and tap the "Browse" button.
Look for the Campaign "Person Accounts Test" or the Campaign where you placed the Person Account record(s).
For Converted Leads, make sure that you also have enabled the "Delete Converted Leads", this feature will remove the Lead Type record so that the new Person Account record will be created in your Marketing Automation solution.
Hit update then "Next" button.
In Step 2 of the Sync Profile
Specify your Main List or Main Audience on where you want this record to land.
Hit "Save", then Reset Sync Process and resync.
Once the sync is done, The Person Account records under the selected Salesforce Campaign(s) will now be in the Marketing Automation List (the same name as the CRM Campaign where you placed "Person Account records) under the email list or Group (or Tag) named "Person Accounts Test".
Need some help?
Check out the options below on how you can contact our Support Team and find the answers you need to help you with your SyncApps integrations.
Help Center & Email is 24/7 to firstname.lastname@example.org | Live Chat & Phone is scheduled
Check out these Help Desk articles for answers to frequently asked questions.
Check out our subscriber's story here on how SyncApps helped them save hundreds of hours per year!