Salesforce Connector

Implementation Guide
Salesforce, Summer ’24

Last updated: July 5, 2024

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CONTENTS

Setting Up the Salesforce Connector for Business Units Purchased Before February 11,
2019 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Considerations for Using the Salesforce Connector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Considerations for Accounts That Allow Multiple Prospects with the Same Email Address . . . . . 3
Step 1: Install the Salesforce Connector (v1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Install the AppExchange Application for Account Engagement . . . . . . . . . . . . . . . . . . . . 4
Assign the Connector User Permission Set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Assign Object Permissions to the Connector User . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Add the Salesforce Connector in Account Engagement (v1) . . . . . . . . . . . . . . . . . . . . . . 5
Step 2: Configure Salesforce for the Salesforce Connector . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Map Custom Lead Fields to Contact Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Show Account Engagement Data in Salesforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Add Custom Buttons to Salesforce Page Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Adding Account Engagement Standard Actions to Salesforce . . . . . . . . . . . . . . . . . . . . 8
Add Scoring Category Scores to Page Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Give Users Access to Account Engagement Data in Salesforce . . . . . . . . . . . . . . . . . . . . 9
Step 3: Configure Account Engagement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Map Salesforce and Account Engagement Custom Fields . . . . . . . . . . . . . . . . . . . . . . 10
Test the Salesforce Connector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Trigger the Initial Prospect Sync . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
SETTING UP THE SALESFORCE CONNECTOR FOR BUSINESS
UNITS PURCHASED BEFORE FEBRUARY 11, 2019

The Salesforce connector syncs prospect and opportunity data between Account Engagement and Salesforce. Account Engagement
can sync with Salesforce Professional Edition and higher. If you purchased Account Engagement before February 11, 2019, follow these
steps to install and configure the Salesforce connector.

Tip: Prefer a PDF? Download these instructions.

Considerations for Using the Salesforce Connector

Before you set up or unpause your connector, review considerations such as syncing fields and prospects, mapping users, and other
setup tasks.
Considerations for Accounts That Allow Multiple Prospects with the Same Email Address
The most important aspect of the Salesforce sync is creating a one-to-one relationship between an Account Engagement prospect
and a Salesforce lead, contact, or person account. The Salesforce connector uses CRM ID as the matching criteria for syncing in both
directions in business units that allow multiple prospects with the same email address.
Step 1: Install the Salesforce Connector (v1)
After you install the AppExchange package, make sure that your connector user has the appropriate permissions. Then create the
connector in Account Engagement. This process applies only to version 1 of the Salesforce connector.
Step 2: Configure Salesforce for the Salesforce Connector
During configuration, a Salesforce admin can map custom fields, add Account Engagement components to page layouts, and grant
data access to users.
Step 3: Configure Account Engagement
To wrap up connector setup, map custom fields and users, test the connector, and perform an initial sync.

Considerations for Using the Salesforce Connector

Before you set up or unpause your connector, review considerations such as syncing fields and prospects, mapping users, and other
setup tasks.

General
• You can have only one Salesforce connector per business unit.
• To view Account Engagement data in a clickjack-enabled Salesforce org, create a clickjack protection–compatible Visualforce page.
• To enable person account syncing, contact Salesforce Customer Support.
• When you import prospects into Account Engagement, the records sync with Salesforce. Unassigned prospects sync, but records
aren’t created when there’s no matching email address in Salesforce.
• Syncs can occur as often as every 2 minutes. A larger volume of data takes longer to sync. If you‘re seeing slower sync times, contact
Salesforce Customer Support.

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Setting Up the Salesforce Connector for Business Units Considerations for Using the Salesforce Connector
Purchased Before February 11, 2019

Connector Version 2
The following applies when using Connector version 2.
• When your Account Engagement business unit is provisioned, the connector is created in a paused state. Before unpausing the
connector to begin syncing, review the settings and configure Marketing Data Sharing if you want to use it. Records don’t sync until
the connector is unpaused. Prospects can be manually synced with Sync with CRM on a prospect record, or Send to Pardot on a
lead or contact record.
• The integration user has access to all records that can sync between the two systems. To control which records are shared, set up
Marketing Data Sharing. If you don’t want to use Marketing Data Sharing, you can change the connector user to a user with your
preferred permissions. For details, see Account Engagement Integration User.
• If you link multiple business units to one Salesforce org, you can’t use the integration user unless you’re also using Marketing Data
Sharing

Syncing Fields Between Systems

• Salesforce updates to prospect fields can trigger automation rules in Account Engagement, if those rules are related to the updated
fields.
• Prospects that are assigned to a user in Account Engagement are created as a lead when the prospect isn’t syncing with a record in
Salesforce.

Mapping Users
Map Account Engagement users with assigned prospects to Salesforce users before syncing. If a prospect’s assigned user isn’t mapped
to a Salesforce user, the prospect is assigned to the Salesforce connector user.

Syncing Prospects
• Account Engagement syncs on the individual level, not the company level.
• Records sync based on the CRM ID field. If a prospect doesn’t have a corresponding Salesforce record, Account Engagement creates
a lead to sync with.
• If a prospect record doesn’t have a CRM ID and a record with the same email address exists in Salesforce, Account Engagement syncs
to the record. If there are multiple records in Salesforce with the same email address as the prospect, Account Engagement syncs
with the first record it finds.

Syncing Prospect Activity and Email

• Account Engagement activities, such as page views, form completions, site searches, and emails, appear in the Prospect Activities
window in the prospect’s CRM record. However, only emails are created as a CRM activity or task.
• List emails and one-to-one emails are recorded in the activity section of a CRM record.
• Email syncing is controlled in the connector settings.

Syncing Opportunities
• Opportunity activities are included in the default scoring (+50 points for created opportunity, –100 points for lost opportunity).
When the connector is enabled, prospect scores update accordingly. Score updates can affect automation or lead assignment rules
already in place.

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Setting Up the Salesforce Connector for Business Units Considerations for Accounts That Allow Multiple Prospects
Purchased Before February 11, 2019 with the Same Email Address

• If you don’t use opportunities in Salesforce, you can request to disable opportunity syncing. Contact Salesforce Customer Support
for help.
• If Salesforce has duplicate records, the activity iframe appears in all the records. However, the Account Engagement data fields appear
only in the synced record.

Considerations for Accounts That Allow Multiple Prospects with the

Same Email Address
The most important aspect of the Salesforce sync is creating a one-to-one relationship between an Account Engagement prospect and
a Salesforce lead, contact, or person account. The Salesforce connector uses CRM ID as the matching criteria for syncing in both directions
in business units that allow multiple prospects with the same email address.
When Salesforce creates a lead, contact, or person account with a specific email address, a prospect is created with a matching CRM ID.
Data from each record syncs according to the sync behavior defined for each field. Prospects are created only if the Salesforce connector
user has permission to the record in Salesforce.
Sometimes a prospect doesn’t have a CRM ID, and multiple records with the same email address exist in Salesforce. In this case, the
prospect syncs to the record Account Engagement finds first.
When a prospect is created and it meets your criteria to begin syncing, a record is created based on your connector’s settings.
Business units that allow multiple prospects with the same email address have fewer connector settings. The connector creates prospects
when it finds new leads, contacts, or person accounts and syncs changes among those records. When the connector detects merged
or deleted records in Salesforce, it updates the corresponding prospects and sends deleted records to the Account Engagement recycle
bin.

Step 1: Install the Salesforce Connector (v1)

After you install the AppExchange package, make sure that your connector user has the appropriate permissions. Then create the
connector in Account Engagement. This process applies only to version 1 of the Salesforce connector.

Install the AppExchange Application for Account Engagement

Before setting up your Salesforce connector, install the Account Engagement (Pardot) AppExchange package in your Salesforce org.
Assign the Connector User Permission Set
After the package is installed in your Salesforce org, you grant the connector user the Pardot Connector User permission set.
Assign Object Permissions to the Connector User
Because of Salesforce security restrictions, an admin must manually configure your connector user’s permissions for Salesforce
standard objects. These objects aren’t covered by the Pardot Connector User permission set. This step applies only to Account
Engagement business units with Salesforce connector v1, or business units using Marketing Data Sharing.
Add the Salesforce Connector in Account Engagement (v1)
Now that the app is installed and the connected user is configured, you’re ready to create and configure the connector itself. This
process applies only to version 1 of the Salesforce connector.

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Setting Up the Salesforce Connector for Business Units Install the AppExchange Application for Account Engagement
Purchased Before February 11, 2019

Install the AppExchange Application for Account Engagement

Before setting up your Salesforce connector, install the Account Engagement (Pardot) AppExchange
USER PERMISSIONS
package in your Salesforce org.
To install the Pardot
Important: Don’t install the package directly from AppExchange. You must install the package
package:
as described here. • Download AppExchange
1. Get the installation link. Packages (in Salesforce)
This package updates your Salesforce org with a custom application, custom tab, and custom
fields under leads and contacts. To display all fields, modify your view.

2. Review actions, and click Install.

3. On Step 2 of the install wizard (Choose security level), select Grant access to admins only.

Assign the Connector User Permission Set

After the package is installed in your Salesforce org, you grant the connector user the Pardot
USER PERMISSIONS
Connector User permission set.
To assign permission sets:
Note: Pardot is now known as Marketing Cloud Account Engagement. We wish we could
• Assign Permission Sets
snap our fingers to update the name everywhere, but you can expect to see the previous
name in a few places until we replace it, including in the app itself. To edit object permissions:
• Manage Profiles and
Before you begin, make sure that the connector user has these permissions: Permission Sets
• API Enabled AND
• Manage Profiles and Permission Sets Customize Application
• View All Users
• View Setup and Configuration
Apply the Pardot Connector User permission set only to your Account Engagement connector user. Don’t assign the Engage permission
set from this page. The Engage permission is assigned from the licensing page.
1. From Marketing Setup, enter Users in the Quick Find box, then select Users.
2. Select the connector user.
3. Scroll to Permission Set Assignments, and click Edit Assignments.
4. In the Available Permission Sets box, click Pardot Connector User to highlight it, then click the Add arrow button.
5. Save your work.

Assign Object Permissions to the Connector User

Because of Salesforce security restrictions, an admin must manually configure your connector user’s permissions for Salesforce standard
objects. These objects aren’t covered by the Pardot Connector User permission set. This step applies only to Account Engagement
business units with Salesforce connector v1, or business units using Marketing Data Sharing.

Note: Pardot is now known as Marketing Cloud Account Engagement. We wish we could snap our fingers to update the name
everywhere, but you can expect to see the previous name in a few places until we replace it, including in the app itself.
The Account Engagement connector user needs these permissions for these standard objects. How you apply these permissions is up
to you. For more information about permissions, see the User Permissions documentation.

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Setting Up the Salesforce Connector for Business Units Add the Salesforce Connector in Account Engagement (v1)
Purchased Before February 11, 2019

Object Name Object Permissions Field Permissions

Accounts View All All standard and custom fields syncing with
Account Engagement

Campaigns Create/Edit/Read/View All All standard and custom fields syncing with
Account Engagement

CampaignMember Create/Read/Edit All standard and custom fields syncing with

Account Engagement

Contacts Create/Edit/Read/View All/Modify All All standard and custom fields syncing with
Account Engagement

Leads Create/Edit/Read/View All/Modify All All standard and custom fields syncing with
Account Engagement

ObjectChangeLogs View All/Modify All All

Opportunity View All All standard and custom fields syncing with
Account Engagement

Task Edit Tasks All standard and custom fields syncing with
Account Engagement

Users View All Users All standard and custom fields syncing with
Account Engagement

Note: To streamline future troubleshooting assign the View Setup and Configuration to your connector user.

Add the Salesforce Connector in Account Engagement (v1)

Now that the app is installed and the connected user is configured, you’re ready to create and
USER PERMISSIONS
configure the connector itself. This process applies only to version 1 of the Salesforce connector.
1. Open the Connectors page. To add the Salesforce
connector in Account
• In Account Engagement, select Admin and then select Connectors. Engagement:
• In the Lightning app, select Account Engagement Settings and then Connectors. • Account Engagement
Administrator role
2. Click + Add Connector.
3. Click Salesforce.
4. Click Create Connector.
5. Log in to Salesforce using the connector user’s credentials.
6. After you’re logged in, click Allow to give the connector user access to your business unit.
7. Choose your connector settings.
8. Click Finish.
When Account Engagement can send and receive data to and from Salesforce, the connector is marked as verified.

5
Setting Up the Salesforce Connector for Business Units Step 2: Configure Salesforce for the Salesforce Connector
Purchased Before February 11, 2019

Step 2: Configure Salesforce for the Salesforce Connector

During configuration, a Salesforce admin can map custom fields, add Account Engagement components to page layouts, and grant
data access to users.

Map Custom Lead Fields to Contact Fields

Mapping fields in Salesforce ensures that the contact record pulls in all Account Engagement data from the lead record during
conversion.
Show Account Engagement Data in Salesforce
The AppExchange application adds Account Engagement fields and Visualforce pages, but they’re not displayed automatically. To
display them, add them to your Salesforce lead and contact page layouts.
Add Custom Buttons to Salesforce Page Layouts
Two custom actions are available on lead and contact pages: Send to Pardot and Send Pardot Email. To easily sync Salesforce leads
or contacts with prospects in Account Engagement, use the Send to Pardot button. The Send Pardot Email button lets Salesforce
users who are assigned the Pardot permission set to send a tracked email from Salesforce.
Adding Account Engagement Standard Actions to Salesforce
Add Account Engagement buttons and actions to Salesforce as standard actions in list views and on certain record pages. Quick
action record buttons are only supported in production orgs, not in Salesforce sandboxes.
Add Scoring Category Scores to Page Layouts
Update page layouts to include scoring category fields on lead and contact records.
Give Users Access to Account Engagement Data in Salesforce
Apply the necessary permissions to any set included with the AppExchange package to any user who accesses or uses Account
Engagement data in Salesforce.

Map Custom Lead Fields to Contact Fields

Mapping fields in Salesforce ensures that the contact record pulls in all Account Engagement data
USER PERMISSIONS
from the lead record during conversion.
To map lead fields:
Note: Pardot is now known as Marketing Cloud Account Engagement. We wish we could
• Customize Application
snap our fingers to update the name everywhere, but you can expect to see the previous (in Salesforce)
name in a few places until we replace it, including in the app itself.

Important: Don’t map the Pardot URL lead field and Pardot URL contact field. Mapping
these fields to each other creates duplicate prospects and breaks Visualforce pages.
1. Navigate to the object management settings for leads.
2. In the Lead Custom Fields & Relationships section, click Map Lead Fields.
3. Click the Contact tab, and map the fields.
4. Save your work.

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Setting Up the Salesforce Connector for Business Units Show Account Engagement Data in Salesforce
Purchased Before February 11, 2019

Show Account Engagement Data in Salesforce

The AppExchange application adds Account Engagement fields and Visualforce pages, but they’re
USER PERMISSIONS
not displayed automatically. To display them, add them to your Salesforce lead and contact page
layouts. To customize page layouts:
• Customize Application
Note: Pardot is now known as Marketing Cloud Account Engagement. We wish we could (in Salesforce)
snap our fingers to update the name everywhere, but you can expect to see the previous
name in a few places until we replace it, including in the app itself.
1. Open a lead or contact page layout for editing.
2. Add the Account Engagement custom fields to the page layout.
a. Add a section to the layout.
b. Name the section.
c. Select 2-Column, and click OK.
d. Return to the Fields section of the drag-and-drop editor, and scroll right to locate the custom fields.
e. Drag all the custom fields in to the new section.
f. (Optional) Drag the Google Analytics fields to the section.

3. Add Account Engagement activities and list membership to your layout.

a. Add a section to the layout.
b. Name the section.
c. Select 1-Column, and click OK.
d. In the editor, scroll to the Visualforce Pages section.
e. Drag Pardot Activities, Pardot List Membership, and Pardot Social Data to the new section.

4. Save your work.

Repeat these steps for lead and contact page layouts.

Add Custom Buttons to Salesforce Page Layouts

Two custom actions are available on lead and contact pages: Send to Pardot and Send Pardot Email.
USER PERMISSIONS
To easily sync Salesforce leads or contacts with prospects in Account Engagement, use the Send
to Pardot button. The Send Pardot Email button lets Salesforce users who are assigned the Pardot To customize page layouts:
permission set to send a tracked email from Salesforce. • Customize Application

Note: Pardot is now known as Marketing Cloud Account Engagement. We wish we could
snap our fingers to update the name everywhere, but you can expect to see the previous
name in a few places until we replace it, including in the app itself.
To use the Send to Pardot button, a user must be SSO-enabled.
1. Open a lead or contact page layout for editing.
2. In the editor, find the button to add.
• In Lightning Experience, open the Mobile & Lightning Actions section.
• In Salesforce Classic, open the Buttons section.

7
Setting Up the Salesforce Connector for Business Units Adding Account Engagement Standard Actions to Salesforce
Purchased Before February 11, 2019

3. Drag the Send to Pardot button and Send Pardot Email button into the corresponding section of the page.
4. Save your work.
Repeat these steps for each lead and contact page layout.

Adding Account Engagement Standard Actions to Salesforce

Add Account Engagement buttons and actions to Salesforce as standard actions in list views and
USER PERMISSIONS
on certain record pages. Quick action record buttons are only supported in production orgs, not in
Salesforce sandboxes. To create custom buttons:
• Customize Application
Note: Pardot is now known as Marketing Cloud Account Engagement. We wish we could
snap our fingers to update the name everywhere, but you can expect to see the previous
name in a few places until we replace it, including in the app itself.
Add actions to record pages in Salesforce in the Page Layout of the standard object such as the Lead or Contact object. To add actions
to list views, customize a page layout from the management settings for the appropriate object.
To use these buttons, users must be assigned a Sales Cloud, Service Cloud, or CRM User permission set. These buttons don’t create
prospects unless you enable the Automatically create prospects in Account Engagement if they’re created in Salesforce setting for the
Salesforce connector.

Action Availability in Salesforce

Add to Prospect List Object Page Layouts
• Lead
• Contact
List View Objects
• Lead
• Contact

Add to Engagement Object Page Layouts

Studio List • Lead
• Contact
List View Objects
• Lead
• Contact

8
Setting Up the Salesforce Connector for Business Units Add Scoring Category Scores to Page Layouts
Purchased Before February 11, 2019

Add Scoring Category Scores to Page Layouts

Update page layouts to include scoring category fields on lead and contact records.
EDITIONS
Note: Pardot is now known as Marketing Cloud Account Engagement. We wish we could
snap our fingers to update the name everywhere, but you can expect to see the previous Available in: Account
name in a few places until we replace it, including in the app itself. Engagement Plus,
Advanced, and Premium
1. Open your lead or contact page layout for editing. Editions
2. In the editor, click Related Lists.
3. Drag Pardot Category Score to the layout. USER PERMISSIONS
4. (Optional) Edit the Pardot Category Score properties to include only Scoring Category Name, To customize page layouts:
Score, and Last Modified Date, and sort descending by score. • Customize Application
(in Salesforce)

Give Users Access to Account Engagement Data in Salesforce

Apply the necessary permissions to any set included with the AppExchange package to any user
USER PERMISSIONS
who accesses or uses Account Engagement data in Salesforce.
To assign permission sets:
Note: Pardot is now known as Marketing Cloud Account Engagement. We wish we could
• Assign Permission Sets
snap our fingers to update the name everywhere, but you can expect to see the previous (in Salesforce)
name in a few places until we replace it, including in the app itself.
To assign the Engage permission, use the licensing page.
1. From Marketing Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
2. Click Pardot.
3. Click Manage Assignments.
4. Click Add Assignments.
5. Select the users that you want to assign the permission set to.
6. Click Assign.

Step 3: Configure Account Engagement

To wrap up connector setup, map custom fields and users, test the connector, and perform an initial sync.

Map Salesforce and Account Engagement Custom Fields

To allow syncing, map prospect and account custom fields.
Test the Salesforce Connector
After you set up the Salesforce Connector, you can test it to make sure that it syncs properly.
Trigger the Initial Prospect Sync
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.

9
Setting Up the Salesforce Connector for Business Units Map Salesforce and Account Engagement Custom Fields
Purchased Before February 11, 2019

Map Salesforce and Account Engagement Custom Fields

To allow syncing, map prospect and account custom fields.
USER PERMISSIONS
Keep these considerations in mind when mapping fields.
To map fields:
• Before you can map custom fields, create the corresponding custom field in Account
• Account Engagement
Engagement. Administrator role
• If a Salesforce field is already mapped, it doesn’t display in the dropdown.
• Custom field mapping isn’t case sensitive. For example, the two custom fields Account_Type
and account_type on the contact record must map to the same field on the prospect record.
• To map a custom field on both the lead object and contact object to the same Account Engagement field, the API name of the
Salesforce fields must be identical.
• Account Engagement fields don’t sync with lookup or geolocation Salesforce field types. Learn how sync behavior works.
• Don’t map number type fields to Salesforce phone type fields. Phone fields contain non-number characters and don’t sync correctly.
Instead, map Salesforce phone type fields to text type fields.
1. Open the Prospect Fields page.
• In Account Engagement, select Admin > Configure Fields > Prospect Fields.
• In the Lightning app, select Account Engagement Settings > Object and Field Configuration > Prospect Fields.

2. From the Salesforce Field Name dropdown, choose the field you want to map.
3. To sync field setting changes from Salesforce, select Keep this field’s type and possible values (for dropdowns, radio buttons,
checkboxes) in sync with the CRM.
4. (Optional) Edit sync behavior.
Repeat these steps for each custom field you want to sync.

Note: Mapping an Account Engagement custom field with a Salesforce field doesn’t trigger a sync with the CRM.

Test the Salesforce Connector

After you set up the Salesforce Connector, you can test it to make sure that it syncs properly.

Note: Pardot is now known as Marketing Cloud Account Engagement. We wish we could snap our fingers to update the name
everywhere, but you can expect to see the previous name in a few places until we replace it, including in the app itself.

Test Steps
Sync a new prospect with an existing lead or contact record 1. Create a prospect who exists in Salesforce.
2. To test manual sync, open the prospect record and click Sync
with CRM.
3. To test the automatic sync, wait 10–15 minutes to see if the
connector initiates a sync.

Sync a new prospect who doesn’t exist in Salesforce 1. Create a prospect who doesn’t exist in Salesforce.
2. Create a lead or contact record in Salesforce with the same
email address.

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Setting Up the Salesforce Connector for Business Units Trigger the Initial Prospect Sync
Purchased Before February 11, 2019

Test Steps
3. From the prospect record, click Sync with CRM or wait 10–15
minutes to see if the connector initiates a sync.

Assign a prospect 1. Create a prospect who doesn’t exist in Salesforce.

2. Assign the prospect to a Sales user.
3. From the prospect record, click Sync with CRM or wait 10–15
minutes to see if the connector initiates a sync.

Create a prospect from a Salesforce record This test applies only if you have this connector setting enabled:
Automatically create prospects in Pardot if they’re created in
Salesforce.
1. Create a lead or contact record. If your business unit doesn’t
allow multiple prospects with the same email address, use an
email that doesn’t exist in Account Engagement yet.
2. Wait 10–15 minutes to see if a prospect record is created.

Trigger the Initial Prospect Sync

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.

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