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Acuerdo Individual Connector

Take the Individual Object to the next level!

Overview

Connect all related Users, Leads and Contacts to their persona record.

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  • Configure easy rules for connecting the 'same' persona as Leads, Contacts or Users to an Individual record.

  • Set the data protection and privacy preferences on the Individual object for the connected Leads, Contacts and Users.

  • Make use of the standard Individual object.

Activating the Data Protection and Privacy setting leaves the admin in the dark. All Leads, Contacts and Users have to be manually connected to an Individual record to put their data protection and privacy preferences to solve some GDPR topics. This is done based on their uniqueness on name, email or address or a combination of those. The Acuerdo Connector let you define the rules to connect the Users, Leads and Contacts to Individual records. If the records don't exist, the tool will create them.

Categories

Business Needs
Integration
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package

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