This section explains the process of mapping Salesforce fields to Dotdigital contact data fields, including choosing sync directions and handling different field types. It also covers synchronization options, schedules, and data settings, ensuring that your data flows seamlessly between Salesforce and Dotdigital.
Field mapping
Select Field mapping to map Salesforce fields to Dotdigital Contact data fields (Email datafields). Contacts and leads each have their own mapping table. To access each of these, select the relevant tab.
To choose to display all, mapped or unmapped fields, use the Show radio buttons at the bottom of the Field Mapping window.
The date and time at which the Salesforce fields were last refreshed is displayed in the top right corner. Any fields introduced after this date will not be shown until you refresh the page by selecting Refresh now.
After the screen has refreshed, all of your current Salesforce field(s) display in the list.
Custom fields are indicated by a green tick in the Custom column. Custom fields need to be mapped to a Contact data field before they can be used in Dotdigital.
Sync Direction
Expand the Sync Direction drop-down menu.
Choose the direction your data fields should sync:
Salesforce to Dotdigital
Data always comes from Salesforce
Dotdigital to Salesforce
Data always comes from Dotdigital
Two-way
If a change happens in either Salesforce or Dotdigital within the sync window, the data comes from the updated platform. However, if a change occurs in both platforms, in the same sync window, then Salesforce takes priority, and the data comes from Salesforce.
Email Datafield
Expand the Email Datafield drop-down menu.
Choose the Dotdigital Contact data field you want to map to the Salesforce field.
All of your available Contact data fields display in the drop-down menu.
If you need to add a new data field in Dotdigital, learn more in Create, delete and edit contact data fields.
Field types
There are a number of field types which exist in Salesforce which do not have a direct equivalent in Dotdigital. Salesforce field types should be mapped to Dotdigital contact data field types as follows:
Salesforce custom field type | Dotdigital contact data field type |
Text Textarea Encyptedstring Picklist Multipicklist Phone Reference Id | String |
Boolean | Yes/No |
Currency Double Percent | Number |
Date Datetime | Date |
Sync audit
Select Sync audit to display data syncs for a specified date range. The start time, end time and duration of the sync is displayed. You can filter the results by date range, type, and status using the fields at the top of the Synchronisation Audit window.
Failed syncs are highlighted in red. If an object ID is displayed, you can select it to display further information.
Sync options
Synchronisation Schedule
Data Options
Reset Synchronisation
If you make any changes to the settings on these tabs, select Save at the bottom of the window to confirm.
Synchronisation Schedule
Under Synchronisation Schedule you can set the interval for each synchronisation type as well as trigger a manual synchronisation of one or more data types. The table shows the date and time of the last and next synchronisation, as well as the status.
If the synchronisation hasn't been activated, it's possible for the Next Sync date/time to be in the past.
The interval can be set between a minimum of one hour and a maximum of one month. You can also set the interval to Manual or Disabled. To change the interval, expand the Interval drop-down menu and choose an option from the list.
If a synchronisation is currently in progress the Status column displays a notification.
Contact/Lead Maintenance
Setting the Contact/Lead Maintenance synchronisation interval to be more frequent than Daily can have a negative impact on general synchronisation.
To start a synchronisation manually, select the appropriate Sync Now checkbox for the types you want to sync, and then select Synchronise Now. The selected data types are immediately placed in the queue for synchronisation, and a confirmation message is displayed.
The synchronisation starts as soon as possible.
Data Options
The Data Options tab is further split into two tabs:
Email Campaigns
Forms
Email Campaigns
This tab allows you to specify the email campaign data options you want to sync between Dotdigital and Salesforce. These options are used to set the sync level for any new email campaign that's created.
By default, email campaigns are set to synchronise with all behavioural data. The Synchronise Email Campaigns option needs to be selected to allow any other data options to be selected.
Data Option | Description |
Send Summaries | The contacts who have been sent the email campaign. |
Allow Campaign Membership Updates | This option is only available when Send Summaries is enabled. All changes by recipients will alter Campaign Member status. |
Clicks | The unique number of users who have clicked a link in the email. |
Page Views | Track which pages your contacts go to after clicking a link in your email. Requires Site and ROI tracking to be installed. |
ROI | Purchase data made by a contact purchasing from your website after following a link in your email. Requires Site and ROI tracking to be installed. |
Social Bookmarks | Which contacts shared the email and which networks your campaign was viewed through. |
You can also alter data options for email campaigns that have already been synchronised into Salesforce. This option can be used for setting up the deletion of data which is no longer required.
To do this for all synchronised email campaigns:
Select All Email Campaigns.
Select OK.
Changes to data will be made at the next synchronisation.
To do this for selected synchronised email campaigns:
Select Select Email Campaigns.
This displays a list of all the email campaigns that can have data options changed.
Select the checkbox for the campaigns you want to apply the changes to, and then select Apply to Selected.
A confirmation message is displayed. Select OK.
Forms
This tab allows you to specify the forms data options you want to sync between Dotdigital and Salesforce. These options are used to set the sync level for any new form that's created.
The default is to synchronise forms with responses. The data associated with each response is stored against each contact/lead. The Synchronise Forms option needs to be selected to allow the selection of Responses.
Data Option | Description |
Synchronise forms | Forms are synchronised with their questions. |
Responses | Responses to questions are synchronised and stored against each contact/lead. |
You can also alter data options for forms that have already been synchronised into Salesforce. This option can be used for setting up the deletion of data which is no longer required.
To do this for all synchronised forms:
Select All Forms.
Select OK.
Changes to data will be made at the next synchronisation.
To do this for selected synchronised forms:
Select Select Forms.
This displays a list of all the surveys or forms that can have data options changed.Select the checkbox next to the forms you want to apply changes to, and then select Apply to Selected.
A confirmation message is displayed. Select OK.
Data limits
If you choose to enable all of the available data options, you might want to contact your system administrator to ensure that any data limits in relation to your Salesforce system aren't impacted, as the data load can be large.