![]() ![]() Select Push-Update Fields for any additional data that you want to change in Salesforce in addition to Campaign Status and Campaign Members.Īll list records will be added as members to the campaign, even if they were previously removed from the Campaign in Salesforce. Select this option if you are updating Campaign Members and Campaign Status in Act-On and need to update Salesforce. They will also be added as Campaign Members.New Records in the Act-On Marketing List will be created in Salesforce as Leads.Select this option if you are adding new records from Act-On and want to create Leads in Salesforce and also add them to the Campaign. ![]() Here is how this impacts your Campaign data, by each feature: Push/Pull optionsĪdd new records as Salesforce Leads and as Campaign members For Campaign Marketing Lists, Act-On will always push Campaign Status and Campaign Members. When you import a Salesforce Campaign as a Marketing List, special sync conditions apply.Īct-On will always Push the list records first, then Pull from Salesforce. Click Run Now if you would like the data sync to take place immediately.Enter the start time you would like the job to run.Enter the run time in hours (as often as every hour).Select the frequency in which you would like to sync Act-On and Salesforce data – daily, weekly monthly, turn off.Set a recurring schedule or Run Now for Act-On and Salesforce data sync:.Remove records from this list that are not found on this list in Salesforce (By default, Act-On will remove records from Act-On if they've been deleted in Salesforce and remove the Lead if the Lead has been converted into a Contact.Update existing records in Act-On (Determine which fields you want to update in Act-On).Add new records to the Act-On list from Salesforce. ![]() Update existing records in Salesforce (Determine which fields will be updated).There are multiple options for synchronizing data between Salesforce and Act-On. Hover over your list and click the drop-down arrow > Import/Export > Sync Setup (for a Salesforce report, select Re-import from Salesforce.).Before scheduling a recurring sync, however, you must configure settings for how the data will be managed. Once you've imported your CRM data into Act-On as lists, you may need to schedule these to synchronize on a recurring basis (or you may do so manually as needed). How to Synchronize List Data with Salesforce To import custom fields, contact your Account Manager and request customization.Campaign custom fields will not sync with Act-On, even though they are visible within the Act-On interface.Inactive campaigns are available to import but display after all active campaigns.Generally, campaigns are displayed in the order in which they are sorted in Salesforce, except:.(Contact Technical Support to increase this limit.) You may select from up to 5000 campaigns. ![]() When importing campaigns from Salesforce, the following conditions apply:
0 Comments
Leave a Reply. |