The Salesforce integration lets you map contact fields from your account to lead and contact fields in Salesforce.
In this article, you'll learn which dynamic field mapping combinations you can use when setting up this integration.
The field mapping combinations listed below are supported for version 1.20 and up of the ActiveCampaign Salesforce integration.
Unsupported field mapping combinations can cause records to not sync.
Supported field mapping combinations
| Salesforce Field Type | ActiveCampaign Field Type |
|---|---|
| Checkbox (True/False) | Check Box(es)
|
| Currency | Text input, Hidden |
| Date | Date |
| Text input, Dropdown, Hidden | |
| Formula (see next section for more information) | Text input, Text area, Hidden, Check box(es) |
| Number | Text input, Dropdown, Hidden |
| Percent | Text input, Hidden |
| Picklist | Text input, Dropdown, Hidden |
| Picklist (multi-select) | List box |
| Phone number | Text input, Hidden |
| Text | Text input, Dropdown, Hidden |
| Text area | Text input, Text area, Hidden |
| Text area long | Text area, Hidden |
| Text area rich | Text area, Hidden |
| Text encrypted | Text input, Hidden |
| Text (valid format) | Date |
| URL | Text input, Dropdown, Hidden |
Mapping Salesforce Formula fields
Formula fields have a one-way sync.
When you map a formula field in Salesforce to a field in your eduConverse account, it will be processed as a one-way sync. This means that when your account syncs back to Salesforce, the value for your formula field in Salesforce will not change.
Updates to a formula field in Salesforce will not trigger a sync to run.
If the value of a formula field in Salesforce is updated for a lead or contact, your account's sync status field will not update to "Waiting for sync." This means that the contact or lead will not be updated your account.
To trigger a sync to run for the updated contact or lead, we recommend making a small change to that contact or lead's record in Salesforce. For example, you can add a period to a field value and save that change. You can always remove the small change later.
This will update the sync status field to "Waiting for next sync" and the contact or lead will be updated in your account when the sync runs.
Formula fields in Salesforce cannot be mapped to Last Name, Email, or Account fields.
The ActiveCampaign Salesforce integration needs to perform bi-directional syncs between Salesforce and ActiveCampaign. Last Name and Account fields are required fields in Salesforce. Formula fields are one-directional syncs.
Boolean formula fields in Salesforce can only sync to check box fields. Date formula fields in Salesforce can only be mapped to date or text fields in your account.
Checkbox fields in your account can only accept a field value of true (all lowercase) or false.