Syncing Accord Data to the Account Record (Salesforce)

This article will show you how to sync Accord data to Account records in Salesforce. 

Key Takeaways

1. Accords and Opportunities have a 1:1 mapping.
2. Accord data must first be synced with the Opportunity record. 
3. Use the Salesforce Flow Builder to copy Accord values from the Opportunity to the Account object.

Overview

Accords and Opportunities share a 1:1 relationship. This makes it easy to sync deal execution and customer engagement data to Opportunities. 

But what if you want values such as the percentage of onboarding complete pushed to the Account record?

Below is our recommended path for writing Accord data to the Account record. 

Sync Accord Data to Account Records 

Step 1: Sync Accord Data to your Salesforce Opportunities

You can automatically sync Accord data to Salesforce by linking an Accord and an Opportunity. You can control what data is mapped to what fields in the CRM Setting page, Sync Accord data to Salesforce (example.inaccord.com/crm-settings/reporting-settings).

Visit Sync Accord data to Salesforce for more details.

Step 2: Copy Values From the Opportunity to Account Record

Once you have data flowing from Accord to the desired Opportunity fields you will need to copy the values into fields in the Account record.

You can easily accomplish this using a Flow to update the parent record. See Salesforce’s Flow Builder documentation for more information.