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Sync Salesforce Person Accounts
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=== Frequently Asked Questions (FAQ) === '''Q1: Can I sync both Person Accounts and Contacts from Salesforce to ActiveCampaign?''' A1: No. Salesforce records can only sync as either a Person Account or a Contact/Account, not both at once. '''Q2: What should I do if my Person Account sync is not working?''' A2: Verify that Person Accounts are enabled in Salesforce, check your mapping settings, and ensure your ActiveCampaign tags are correctly applied. '''Q3: Is there any additional cost associated with enabling Person Accounts?''' A3: The feature is available for users on the Enterprise plan within ActiveCampaign. '''Q4: Can I test the integration before going live?''' A4: Yes, it is recommended to test the Person Account sync in a Salesforce scratch org or sandbox environment along with a test ActiveCampaign account. '''Q5: How do I clean my contact tags before transitioning to Person Accounts?''' A5: Set up an automation in ActiveCampaign to filter out and remove outdated Contact-related tags associated with records transitioning to Person Accounts. '''Q6: What types of records can be converted to Person Accounts?''' A6: Only records identified as Contacts in Salesforce can be transitioned to Person Accounts. '''Q7: How do I ensure data quality during the transition?''' A7: Monitor records regularly and consider creating automations to clean existing tags and remove unnecessary data. By correctly configuring Salesforce Person Accounts with ActiveCampaign, you can streamline your B2C marketing efforts and enhance customer relationship management. ```
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