Update: Salesforce Person Account Sync

We are excited to announce an update to the Salesforce integration. This enhancement makes it possible to sync Salesforce Person Accounts with your eduCRM contacts.

Key Features

• Flexible bi-directional sync

  This update allows you to sync all newly created Salesforce Person Accounts or Person Accounts that meet a custom criteria. 

• Dynamic field mapping

  Select the eduCRM contact fields and Salesforce Person Account fields you’d like to sync.

• Integration tags

  This integration generates tags to help you identify and manage contacts included in this Person Account sync. 

  
  

Benefits

• eduCRMcontacts stay updated and consistent with your Salesforce account

• You’ll have the accurate data you need to send segmented and personalized marketing to your contacts.

  
  

Use Cases

• New Person Account created in Salesforce

• Sync this new Person Account with eduCRM to trigger omnichannel workflows.

• New contact created in eduCRM

• Apply the tag ‘added-to-salesforce-person-account’ to create a new Salesforce Person Account and begin the sync process.

• Fields change in ActiveCampaign or Salesforce

• When a field in either ActiveCampaign or Salesforce is updated, this bi-directional sync keeps both records consistent.

  
  

Please Note

Before updating to Person Accounts, we recommend testing the Person Account sync functionality.

You can do this in a Salesforce scratch org or sandbox environment, as well as in an eduCRM sandbox account. This will ensure that the integration works as expected with your specific Salesforce configuration.

Now's A Great Time to Make the Switch

If you are currently a SalesForce client with legacy email marketing tools, now's a great time to make the switch to eduCRM, an Admissions CRM and Omnichannel automation platform.