Creating Salesforce Accounts

If you have chosen to create Salesforce Contacts and Accounts you can use merge fields, for example - [LastName] Household.

Before an account is created we will check to see if there is an exact match and if so use this record to link the Salesforce contact.  If no match can be found we will attempt to create a new Salesforce Account.  Keep in mind that custom code or validation can stop this process.  If you see a problem, a good test is to see if you can manually create the record in Salesforce.
Related Articles