While setting up the Sales Navigator CRM Sync connection, as a Sales Navigator admin, you are provided the choice to configure your contract for Business Accounts or Person Accounts. If you select Person Accounts, you will have access to a suite of CRM Sync Integration features including ingestion of person account data, activity writeback, CRM badges, auto-save, and lead creation.
Important to know
We do not support Business Accounts and Person Accounts in the same Sales Navigator Dashboard, so if your company works with both, we suggest creating multiple dashboards. Also, Person Accounts are only supported with Native Integration.
Following are the objects and fields that are ingested when Person Accounts are set up:
| Objects | Fields |
|---|---|
| Note | ParentId, Title, OwnerId, IsDeleted |
| Event | OwnerId, Subject, WhoId, Type, IsPrivate, IsGroupEvent, IsRecurrence |
| Lead | Id, City, Company, ConvertedAccountId, ConvertedContactId, ConvertedDate, ConvertedOpportunityId, Country, CreatedDate, Email, FirstName, Industry, IsConverted, IsUnreadByOwner, LastActivityDate, LastName, LastReferencedDate, LastViewedDate, LeadSource, OwnerId, Phone, State, Status, Street, Title, Website, LastModifiedDate |
| Contact (isPersonAccount = true) | Id, AccountId, CreatedDate, Department, Description, Email, Fax, FirstName, LastActivityDate, LastName, LastModifiedDate, LastReferencedDate, LastViewedDate, LeadSource, MailingStreet, MailingCity, MailingCountry, MailingState, Name, Phone, Title |
| Opportunity | Id, AccountId, Amount, CloseDate, CreatedDate, IsClosed, IsWon, LastActivityDate, LastReferencedDate, LastViewedDate, LeadSource, Name, OwnerId, StageName, Type, LastModifiedDate |
| OpportunityContactRole | Id, ContactId, IsPrimary, OpportunityId, Role, CreatedDate, LastModifiedDate |
| User | Id, Name, Department, Email, FirstName, LastName, Title, Phone, MobilePhone, IsActive, UserRoleId, CreatedDate, LastModifiedDate |
| UserRole | Id, Name, ParentRoleId, LastModifiedDate |
| Account Teams | AccountId, AccountAccessLevel, ContactAccessLevel, CreatedDate, IsDeleted, LastModifiedDate, OpportunityAccessLevel, TeamMemberRole, UserId |
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