The Salesforce integration provides a "2-way" sync between your account and your Salesforce account. Syncs between the two platforms run differently depending on the direction of the sync.
In this article, you'll learn how eduConverse and Salesforce sync data to each other.
- How syncing works at a glance
- How information is sent to Salesforce
- How information is sent back to your account
- How do I stop updated information from being synced?
- When a single field changes in your account, how is that information being sent to Salesforce?
- How does the Salesforce integration handle conflicting updates?
How syncing works at a glance
Here is a quick breakdown of how syncing works with the ActiveCampaign Salesforce integration. For more detailed information, please see the sections below.
| To Salesforce from eduConverse | To eduConverse from Salesforce | |
|---|---|---|
| How often syncs run |
Runs every 10 minutes or when 100 records are updated, whichever comes first. |
Determined by you in the integration setup. You can choose from:
|
| How new contacts and leads are added | Through the following automation actions:
|
Determined by you in the integration setup. You can choose from:
|
| How updated information is synced |
|
Determined by you in the integration setup. You can choose from:
|
How information is sent to Salesforce
Syncing information from ActiveCampaign to Salesforce is considered an "inbound sync."
How data is synced to Salesforce
Data is synced from ActiveCampaign to Salesforce in batches.
This is because Salesforce has limitations for incoming API calls. This varies for each Salesforce plan tier. Sending API calls in batches to your Salesforce account helps you stay within your daily API call limit.
Batches will run either every 10-11 minutes or if 100 contacts are updated before that time. You do not need to take any action.
To understand your Salesforce API limits, you will need to review your Salesforce edition.
How contacts and leads are created in Salesforce
Contacts and leads are added to Salesforce as new contacts or leads from your account through the "Create a contact in Salesforce" and the "Create a new lead in Salesforce" automation action, respectively.
Once contacts and leads are added to Salesforce, they are considered "synced."
Once they are synced, any updates made to their record in ActiveCampaign will be sent to Salesforce when the next sync runs. In addition, any updates made to their record in Salesforce will be sent to ActiveCampaign when the next sync runs.
"Create a contact in Salesforce" automation action
Once a contact reaches the "Create a contact in Salesforce" step in your automation:
- They will receive the following tag on their profile page in ActiveCampaign:
added-to-salesforce-contact - They will be queued to sync to your Salesforce account as a contact
- When the next sync runs, they will be added to Salesforce as a new contact
"Create a lead in Salesforce" automation action
Once a lead reaches the "Create a lead in Salesforce" step in your automation:
- They will receive the following tag on their profile page in ActiveCampaign:
added-to-salesforce-lead - They will be queued to sync to your Salesforce account as a lead
- When the next sync runs, they will be added to Salesforce as a new lead
How updated contact and lead information is added to Salesforce
Once a contact or lead is synced through this integration from either direction, any updates made to the their record in eduConverse will be sent to Salesforce during the next sync.
In order for this to happen, synced contacts and leads will need to have any Salesforce-related tag on their profile page in eduConverse. These tags are listed below.
Contact tags:
added-to-salesforce-contactcreated-from-salesforce-contactsalesforce-lead-converted-to-contact
Lead tags:
added-to-salesforce-leadcreated-from-salesforce-lead
How information is sent back from Salesforce
Syncing information from Salesforce to ActiveCampaign is considered an "outbound" sync.
Syncs to ActiveCampaign from Salesforce run a little bit differently than syncs to Salesforce from ActiveCampaign.
How data is synced to eduConverse
When setting up your account's Salesforce integration, you determine which contacts and leads should sync to your account and how often that sync will run.
This includes adding contacts and leads to your account as well as sending updated contact and lead information to eduConverse during subsequent syncs.
This is configured under the "Outbound Sync Settings" portion of the Salesforce integration setup.
- Contacts
Choose from: no contacts, all contacts created from this point forward, contacts marked via process builder, contacts who match certain criteria. - Leads
Choose from: no leads, all leads created from this point forward, leads marked via process builder, leads who match certain criteria. - How often the sync will run
Choose from: Every 1, 2, 3, 4, 6, 8, 12 hours or once daily. This setting applies to leads and contacts syncing to ActiveCampaign for the first time and subsequent updates made to records in Salesforce.
How contacts and leads are added to ActiveCampaign
Contacts and leads are added to your account from Salesforce during scheduled syncs.
Contacts and leads included in this sync are determined by you under the "Outbound Sync Settings" step of the integration setup (see the How data is synced in the section above).
When contacts and leads are added to your account, they'll receive Salesforce-related tags on their contact profile page.
Contact tags:
created-from-salesforce-contactsalesforce-lead-converted-to-contactThis tag replaces the "created-from-salesforce-contact" tag on the contact profile record in your accont if the lead was converted to a contact in Salesforce.
Lead tags:
created-from-salesforce-lead
How updated contact and lead information is sent to ActiveCampaign
Once a contact or lead is synced through this integration from either direction, any updates made to the their record in Salesforce will be sent to your account when the next sync runs.
How do I stop updated information from being synced?
Once a contact is synced through this integration, any updates made to the contact record in your account will be sent to Salesforce during the next scheduled sync and vice versa.
If you wish to exclude certain records from being synced from Salesforce, you need to select either the "process builder" or "match certain criteria" option of the "Outbound Sync Settings" portion of the Salesforce integration setup.
To completely stop syncs from happening, you will need to turn off the integration. This is done by uninstalling the ActiveCampaign package in your Salesforce account.
It is not possible to turn off either sync direction to make this integration a "1-way" sync.
When a single field changes in ActiveCampaign, how is that information being sent to Salesforce?
We only update fields that are included in the standard and custom field mappings for a lead or contact record. For example, if the "Phone" field is mapped and "Description" is not, we will send the whole contact record to Salesforce, but only save the updated phone information.
How does the Salesforce integration handle conflicting updates?
In the rare cases when a mapped field is updated in both eduConverse and Salesforce around the same time, we treat Salesforce as the primary source of information.
To do that, the integration "looks" at the Sync Status of the record in question in Salesforce. If the status is "Waiting for Next Sync," the integration will ignore record changes in your account and use the information in Salesforce instead.