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Sync Salesforce Person Accounts
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=== Best Practices and Tips === - **Testing**: Before full implementation, it is critical to conduct tests in a sandbox environment. This ensures that integration settings are functioning as anticipated without disrupting existing operations. - **Data Quality**: Regularly audit your contact records to prevent duplication and ensure clean data during the transition between Contact and Person Account records. - **Leverage Automations**: Use ActiveCampaign automations to manage tag cleanup effectively and improve the transition process between different record types.
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