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Sync Salesforce Person Account to Saasu

 

There are a couple of points to note when dealing with Person Accounts:

  • There will NOT be a Sync Contact button on the Person account record – this WILL NOT affect the ability to sync your Salesforce Opportunity -> Saasu Sales Order/Invoice
  • The sync of a Person Account will ONLY occur when the Person Account is specified as the Primary Contact Role on an Opportunity.
  • The Contact address fields will be synced to Saasu, not the Account address fields. For more info, check here.
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