FAQs
Do you support person accounts?
Person accounts store information about individual people by combining certain account and contact fields into a single record. They do this by automatically replicating contact fields and data into special “person” fields on account. You usually won’t interact with the contact record at all when person accounts are enabled, but a parallel contact exists in the background. More about person accounts
Campaign Monitor for Salesforce supports person accounts by leveraging the automatic data duplication from contact to account person fields. Below are notes on how to configure key features for person accounts.
Import Wizard
The import wizard can use any report, list view or SOQL query that includes an email as its source, so you can import from person accounts easily, just like you would from contacts. Create a report of Accounts and include the standard Email field (Account.PersonEmail). Import Wizards
Field Mappings and Subscriber Rules
Because Salesforce automatically updates the person fields on account when a contact is updated, you can use subscriber rules and field mappings on contact. Field Mapping
When creating records by hand in the person account model, you create the account of record type “Person Account” first, and Salesforce handles creating that parallel contact for you. Campaign Monitor for Salesforce can optionally create contacts when an email in Campaign Monitor is not found in Salesforce. Creating Records
To create the related person account, you will need to add custom automation (flow or apex) after the contact is created by the integration. We recommend that all automation related to our app be run asynchronously, so as not to interfere with any of the processing. We can’t offer support for custom automation, so you should also build and test thoroughly in a sandbox environment. Configuring Sandboxes
Campaign Monitor for Salesforce supports person accounts by leveraging the automatic data duplication from contact to account person fields. Below are notes on how to configure key features for person accounts.
Import Wizard
The import wizard can use any report, list view or SOQL query that includes an email as its source, so you can import from person accounts easily, just like you would from contacts. Create a report of Accounts and include the standard Email field (Account.PersonEmail). Import Wizards
Field Mappings and Subscriber Rules
Because Salesforce automatically updates the person fields on account when a contact is updated, you can use subscriber rules and field mappings on contact. Field Mapping
- Salesforce to Campaign Monitor: When you edit a person field on account, its parallel contact field will be updated automatically. Map the contact field to push that change to Campaign Monitor.
- Campaign Monitor to Salesforce: During the primary sync, we update the contact fields you have mapped in this direction. Salesforce will automatically update your parallel person account fields.
When creating records by hand in the person account model, you create the account of record type “Person Account” first, and Salesforce handles creating that parallel contact for you. Campaign Monitor for Salesforce can optionally create contacts when an email in Campaign Monitor is not found in Salesforce. Creating Records
To create the related person account, you will need to add custom automation (flow or apex) after the contact is created by the integration. We recommend that all automation related to our app be run asynchronously, so as not to interfere with any of the processing. We can’t offer support for custom automation, so you should also build and test thoroughly in a sandbox environment. Configuring Sandboxes
