Person Account Send Wizard

How To Add Custom Components to the Layout

You can configure the custom objects and edit page layouts to expose the integration to your users.

To add custom components to the Person Account layout, follow these steps:

1. Under App Setup in the navigation bar on the left, click the plus sign next to Customize.
2. Click the plus sign next to Accounts.
3. Click the plus sign next to Person Accounts and select Page Layouts.
   The Person Account menu appears.
4. Click Page Layouts.
   The Person Account Page Layout workspace appears.
5. Click the Edit link next to the layout to edit. You can edit each Person Account Page Layout (Marketing, Sales and Support) individually. However, ExactTarget recommends that you edit the "generic" Person Account Layout.
   The Edit Page Layout screen appears.
6. Click-and-drag the Email Opt Out field from the Fields section to the Person Account Detail section.
7. Select Custom Links from the left navigation column in the Person Account Layout section.
   Send ExactTarget appears.
8. Click-and-drag Send ExactTarget from the Fields section to the Person Account Detail section.
9. Select Related Lists from the left navigation column in the Person Account Layout section.
10. Click-and-drag Individual Email Results from the Fields section to the Person Account Detail section. Reposition it in this section by moving it up or down, as desired.
11. Select Individual Email Results in the Related List section to define its appearance on the Person Account detail page.
12. Click the Edit Properties wrench icon on the Individual Email Results section.
    The Edit Related Lists: Individual Email Results page appears.
13. Select the fields to display on the related list on the Person Account detail page.
    To move a field from Available Fields to Selected Fields, select it on the left and click Add.

Note: ExactTarget recommends that you select the following fields:

• Email Names
• Subject Line
• Date Sent
• Date Opened
• Number of Total Clicks
  However, you may designate any of the available fields to display on the related list.
14. Define the sort criteria for the Related List.
    Note: ExactTarget recommends that you sort by Date Sent in descending order.
15. Click OK.
16. Click Save.
    

How to Modify the Layout

You will need to modify the Person Account page layout in place of the contact Page Layout. Access the Person Account Layout by following the steps below:

1. Under App Setup in the left navigation column, click the plus sign next to Customize.
2. Click the plus sign next to Accounts
3. Click the plus sign next to Person Accounts and select Page Layouts.

You can create page layouts to control the display of fields. Page layouts control the layout and organization of buttons, fields, s-controls, custom links, and related lists. They also help determine which fields are visible, read only, and required. Page layouts can include s-controls that run when a user clicks a custom link or button, or that are rendered within a field section when the page displays. You can create different page layouts for use by different profiles and record types and set field-level security settings to further restrict users' access to specific fields.

After you configure your Salesforce account, configure and map your ExactTarget account to it. By doing so, you create a current data repository to use for dynamic, relevant customer-specific emails and follow-up responses.

How to Generate Salesforce Reports Using Person Accounts

To generate reports using Person Accounts, follow these steps.

1. In Salesforce, select the Reports tab.
   The Reports Home screen appears.
2. Click the Create New Custom Report button.
   A Report Wizard screen appears.
3. Notice that the option Accounts & Contacts is already shown in the Select the Type of Data You Wish to Report On field. Accept this option by clicking the Next button.
   The Account List Report screen appears.
4. The Step 1 section: Select the Report Format gives you the choice of three formats to choose from
   1. Tabular Report
   2. Summary Report
   3. Matrix Report
   The Tabular radio button is already selected; click the Next button to use that format.
5. In the Account General section under the Step 2: Select the Report Columns, select the checkbox next to any options you want and click Next.
6. Bypass the Standard Summary Fields section and click Next.
7. The Step 4: Order the Report Columns screen appears. Use the Top, Bottom, Up, and Down buttons to arrange your columns in the order you want them to display in your report. Leave them alone if you like the current order. Click Next
8. The Step 5: Select Your Report Criteria screen appears. Select the accounts you want to use in the View dropdown menu in the Standard Filters section and specify a date range.
9. In the Advanced Filters section, click the dropdown list next to the first field and select Is Person Account.
10. Select Equals in the Operator dropdown menu.
11. Type True in the Value field.
12. In the remaining blank filter fields, choose any other filters and values you want your report to include.
13. Click the Run Report button. The next screen that appears tells you Report Generation Status: Complete.
    Your report appears at the bottom of the screen.
14. Save the report so that you can include it in an ExactTarget email.