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Salesforce Health Dashboard

Updated

The Salesforce Health Dashboard is a resource you can use alongside the ActiveCampaign for Salesforce integration. This dashboard will list:

  • All inbound syncs
  • All outbound syncs
  • CXA component usage
  • Your Salesforce Edition type
  • The number of API calls ActiveCampaign made to your Salesforce account in 24 hours
  • The number of API calls made to your Salesforce account overall in 24 hours
  • The number of API calls you have remaining in your limit

Learn more about Salesforce API limits.

How to access the Health Dashboard

The Health Dashboard is located in your Salesforce account. It becomes available as soon as you enable the ActiveCampaign for Salesforce integration. Note that you must perform at least one sync for information to display.

  1. Log into your Salesforce account.
  2. Click the dots on the top left of the screen. This will open the App Launcher.
  3. Click the "ActiveCampaign Setup Assistant" option.
  4. A tab for the Health Dashboard will appear next to the "Setup" tab at the top of the page. Click the "Health Dashboard" tab.

The Health Dashboard will open and list all syncs between your account and Salesforce. It will also show your API usage data.

Inbound and outbound syncs are performed with your integration. These will be sorted by the last modified date. You can scroll through each row to view your syncs as more syncs are completed.

Sync Status component

The Sync Status component lists all inbound and outbound syncs performed with the ActiveCampaign Salesforce integration. These are sorted by the last modified date. As more syncs are performed, you will be able to scroll through this component to view each of your syncs.

Information in the Sync Status component includes:

  • Sync Date
  • The date and time the sync took place.
  • Sync Object
  • Will show you if the sync was related to a Contact or Lead.
  • Sync Type
  • Will show you if the sync was Outbound (from ActiveCampaign to Salesforce) or Inbound (From Salesforce to ActiveCampaign).
  • Sync Status
  • Can show any of the following statuses for each sync: Successful, Partial Success, or Failed.
  • Successfully Synced
  • The total number of contacts or leads that were synced without error.
  • Failed to Sync
  • The total number of contacts or leads that experienced an error during the sync.
  • Skipped
  • The total number of contacts or leads that were skipped during the sync. This can be due to situations where a contact or lead did not meet the sync rule that was set during integration set up.
  • Total Records
  • Total number of all contacts or leads that we attempted to sync.

API Usage component

The API Usage component is a visual element showing how many Salesforce API calls were used and how many you have left for 24 hours.

The API Usage component has two bars. The top bar shows how many API calls ActiveCampaign made to your Salesforce Organization and how many API calls remain.

The bottom bar shows the total number of API calls made to your Salesforce Organization and how many API calls remain. This is helpful in case you have more than one app installed that uses your Salesforce API.

CXA Component Use

The CXA Component Use graph shows how often your Sales Representatives use the ActiveCampaign CXA components in Salesforce over a 30-day period. This includes how often they use the "Send one-time email" and the "Enter into automation" actions. Only successful events (email sends and automation entries) are shown in this graph.

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