This article explains auditing synchronisation processes between Dotdigital and Salesforce, including filtering results and handling failed syncs. It also details the steps to reset synchronisation for email campaigns and forms, ensuring that your data is accurately re-imported when needed. Additionally, it walks you through the steps on how to unlink Dotdigital accounts from Salesforce, including the implications and steps to re-establish the link if necessary.
Reset Synchronisation
The Reset Synchronisation tab is further split into two tabs:
Email Campaigns
Forms
Email Campaigns
Resetting email campaign synchronisation allows all data, starting from the first send, to be re-imported from Dotdigital.
This function can be used for collecting data from historical email campaigns or email campaigns which were not sent from Salesforce.
To do this for all email campaigns:
Select All Email Campaigns.
Select OK.
Any changes to the data will be made at the next synchronisation.
To do this for selected email campaigns:
Select Select Email Campaigns.
A list of all the email campaigns that can have synchronisation reset is displayed.Select the checkbox next to the campaigns you want to apply changes to, and then select Reset Synchronisation for Selected Email Campaigns.
A confirmation message is displayed. Select OK.
Campaign synchronisation following a reset may take far longer than usual as it retrieves all the data as requested.
Forms
Resetting forms synchronisation allows all data, starting from the first response, to be re-imported from Dotdigital.
This function can be used to collect responses for historical forms.
To do this for all forms:
Select All Forms.
Select OK.
Any changes to the data will be made at the next synchronisation.
To do this for selected forms:
Select Select Email Forms.
A list of all the surveys or forms that can have synchronisation reset is displayed.
Select the checkbox next to the forms you want to apply changes to, and then select Reset Synchronisation for Selected Email Forms.
A confirmation message is displayed. Select OK.
Form synchronisation following a reset may take far longer than usual as it retrieves all the data as requested.
Unlink account
Select Unlink account to break the link between the Salesforce organisation and the Dotdigital account. You might want to use this option when transferring from a sandbox account to a production account, for example.
To confirm that you want to unlink the stated accounts, select OK.
The link can be re-established by using Dotdigital Linking.
Learn more in Link additional Dotdigital accounts in Salesforce.
When there are no linked accounts, the Dotdigital tab will show this, and no accounts will be listed on the Configuration tab.