You can sync your Salesforce Person Accounts to your ActiveCampaign account. This feature helps you manage your Business-to-Consumer (B2C) customer relationships and ensures a smoother, more unified experience between your ActiveCampaign contacts and Salesforce Person Accounts.
Take note
- Salesforce records can only sync to ActiveCampaign as either a Person Account or a Contact/Account, not both at the same time.
- Before updating to Person Accounts, we recommend testing the Person Account sync functionality. You can do so in a Salesforce scratch org or sandbox environment, as well as an ActiveCampaign Sandbox account. This will help verify that the integration works as expected with your specific Salesforce configuration.
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What are Salesforce Person Accounts?
Salesforce traditionally uses a data model structured for Business-to-Business (B2B) interactions, involving Leads, Contacts, and Accounts. To better serve B2C businesses, Salesforce offers Person Accounts. A Person Account record combines the functionalities of both an Account and a Contact into a single record, making it easier to manage individual customers directly.
Dynamic mapping
You will be able to set up a bi-directional sync between your ActiveCampaign contact fields and Salesforce Person Account object fields. This dynamic mapping step will only appear if Person Accounts are enabled in your Salesforce account. Once enabled, you will be able to:
- Configure Person Account Field Mapping
- Select the default “record type” that will be assigned when a new Person Account is created within Salesforce
- Allow Lead Sync without Company Name for Person Account Conversion
- Assign specific mappings between your ActiveCampaign Contact Fields and Salesforce Person Account Fields
Please note that the default setting for these mappings will be assigned to “Always Update,” but can be edited if needed.
Outbound Sync Settings
A Person Accounts sync option will appear in your outbound sync settings. Just like the mapping step, this option will display dynamically only if Person Accounts are enabled in your Salesforce account. Sync options will include:
- Not using Person Accounts: Select this option if you do not wish to sync Person Accounts
- All Person Accounts created/updated from this point forward: Choose this to sync all new or recently updated Person Accounts
- Person Accounts marked via the Process Builder or other customer method: Use this option to sync specific Person Accounts based on custom criteria you define in Salesforce
Integration generated tags
To help you easily identify and manage your records, the integration will automatically create specific tags in ActiveCampaign:
-
From Salesforce to ActiveCampaign:
created-from-salesforce-person-accountsalesforce-lead-converted-to-person-account
-
From ActiveCampaign to Salesforce:
added-to-salesforce-person-account
You can create a Person Account in Salesforce through your ActiveCampaign account. Add the "added-to-salesforce-person-account" tag to an ActiveCampaign contact either manually or by an automation to start the syncing process.
Transitioning from Salesforce Contacts to Person Accounts
When migrating from Salesforce’s standard Contact model to the Person Account model, it's important to consider what will be the “source of truth” for synced records.
An ActiveCampaign record could have both Person Account-related tags and Contact-related tags. This can occur when an ActiveCampaign record was previously synced as a Salesforce Contact and then switched to a Person Account. In this scenario, the Person Account-related tag will be considered the source of truth, and the ActiveCampaign record will sync as a Person Account.
While the integration will continue to function with both sets of tags, the presence of the Person Account and Contact-related tags on an ActiveCampaign record could lead to data quality issues. To ensure data quality during this transition, we recommend setting up an automation to clean up the Contact-related tags.
Here’s an example of an automation setup that you can use to remove your Salesforce Contact-related tags:
- Add a start trigger > tag is added:
created-from-salesforce-person-accountsalesforce-lead-converted-to-person-accountadded-to-salesforce-person-account
- Segment the contacts entering this automation > Tag exists:
- AND
added-to-salesforce-contact - OR
created-from-salesforce-contact - OR
salesforce-lead-converted-to-contact
- AND
- Add an action > Contacts > Remove a tag:
added-to-salesforce-contactcreated-from-salesforce-contactsalesforce-lead-converted-to-contact
It is essential to test the automation thoroughly before implementing it as a full solution. This will help ensure that you are getting the desired result.