Editing Sync Salesforce Person Accounts (section)

=== Step-by-Step Instructions ===

To set up the sync between your '''ActiveCampaign''' and '''Salesforce Person Accounts''', follow the steps below:

1. **Enable Person Accounts in Salesforce**: 
   Before initiating the sync, verify that the '''Person Accounts''' feature is enabled within your Salesforce settings.

2. **Setup Dynamic Mapping**:
   - Go to the ActiveCampaign integration settings for Salesforce.
   - Configure '''Person Account Field Mapping''' as per your requirements.
   - Select the default '''record type''' for newly created Person Accounts in Salesforce.
   - Allow '''Lead Sync''' without a company name for the conversion of Person Accounts.
   - Assign mappings between your ActiveCampaign Contact Fields and Salesforce Person Account Fields. By default, these mappings will be set to '''Always Update''', but can be personalized if needed.

3. **Configure Outbound Sync Settings**:
   - In the outbound sync settings, look for the Person Accounts sync option which appears only if Person Accounts are enabled.
   - Choose from the following options based on your needs:
     - **Not using Person Accounts**: This avoids syncing of Person Accounts altogether.
     - **All Person Accounts created/updated going forward**: Sync all new or updated Person Accounts.
     - **Person Accounts marked via Process Builder**: Sync specific Person Accounts based on custom criteria defined in Salesforce.

4. **Implement Integration-Generated Tags**:
   ActiveCampaign automatically generates tags to identify records. For example:
   - From Salesforce to ActiveCampaign: 
     - *created-from-salesforce-person-account*
     - *salesforce-lead-converted-to-person-account*
   - From ActiveCampaign to Salesforce: 
     - *added-to-salesforce-person-account*

5. **Transition from Contacts to Person Accounts**:
   If you are migrating from the standard Salesforce Contact model to the Person Account model:
   - Recognize which record will be the '''source of truth''' for sync purposes.
   - An ActiveCampaign record may carry both Person Account-related and Contact-related tags. During this conversion, the tag associated with Person Accounts will be prioritized. 
   - Consider setting up an automation to clean unnecessary Contact-related tags, thereby improving data quality. Stages of automation might include:
     - Adding a start trigger based on the presence of certain tags.
     - Segment contacts entering the automation to verify the existence of outdated tags.
     - Removing legacy tags to streamline the process.