Does using contact accounts instead of person accounts impact the Salesforce Synch in any way? | Community
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August 8, 2013
Question

Does using contact accounts instead of person accounts impact the Salesforce Synch in any way?

  • August 8, 2013
  • 2 replies
  • 828 views
We use contact accounts instead of person accounts for storing leads information. Does this impact the Salesforce Synch in any way? I'm setting up a PPC ad that includes a Marketo form and I'm having a hard time confirming that when a new lead fills out the form, their information will be synched to Salesforce. 

Thank you!
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2 replies

Michelle_Tizian
Level 10
August 8, 2013
As far as I know, if you create a program/campaign for your PPC ad, if it's synced to an SFDC campaign, it will sync over as a lead, especially if the lead came from Marketo.  You'd then have to convert the lead into a contact. 

So if you haven't created the SFDC campaign that mirrors the marketo PPC campaign, just sync the marketo ppc program/campaign to a new SFDC campaign and it will sync everything such as the statuses, and the leads also. 
August 9, 2013
Using person accounts creates some specific edge case issues you'll need to consider.  Using contact accounts is standard and should not itself cause any issues provided your integration is set up correctly.