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Could someone assist on finding what this button is used for "Send to Account Engagement (Managed)", it's on the contact details page.

2 answers
  1. François Perret (Bamsoo) Forum Ambassador
    Jun 13, 12:31 PM

    @Vishnu Vardhan Nandyala

     

    Hi Vishnu, 

    The button is the Account Engagement equivalent of the legacy “Send to Pardot” action. It’s used to manually push/sync a Lead or Contact into Account Engagement (Prospect creation/association depending on connector settings) rather than waiting for the normal connector sync. Salesforce’s  implementation guide still describe this functionality under the older “Send to Pardot” name. 

     

    Hope this helps 😎 

    #SharingIsLearning #AccountEngagement

      

    François. 

     

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