The four-part process to synchronising contacts or leads from Salesforce to Dotdigital is outlined in full below.
You need to:
Before you start
Things you need to know:
This process only syncs contacts one way: from Salesforce to Dotdigital.
1. Create a new Salesforce Campaign
In Salesforce, expand the Campaigns drop-down menu, then select + New Campaign.
If you want to use an existing campaign, select the Campaigns tab and then select the Campaign name.
Enter a Campaign Name, and complete any other details you want to, then select Save.
Select Add Leads or Add Contacts under Campaign members, depending on the type of member you want to add.
There are also other ways to add campaign members. Learn more in Salesforce support documentation.
Select the + icon next to the contacts you want to add to your campaign. Then select Next.
Check the information on the confirmation screen, then select Submit.
2. Link your Campaign to an Email address book.
On the Salesforce campaign page, select Link to an Email address book.
If you have more than one Dotdigital account connected to your Salesforce organisation, expand the Select account drop-down menu and choose the correct one from the list.
Select the check box for the address book you want to link.
Address books here correspond to the lists in your Dotdigital account.
Select Create new address book, enter a name, and select Create.
3. Configure your field mapping and sync direction
You can set the sync direction separately for each field that you synchronise between Salesforce and Dotdigital.
Data mapping must be done separately for Contacts and Leads using the relevant tab.
To define the sync direction of your contacts’ and leads’ data fields:
In Salesforce, go to Configuration and expand the Settings drop-down menu, then select Field mapping.
Select the Contacts or Leads tab, depending on which member type you want to map.
For any Salesforce field you want to map, expand the Email Datafield drop-down menu and select the Dotdigital Contact data field to map to.
For each mapped field expand the Sync Direction drop-down menu, and choose from:
Salesforce to Dotdigital
Dotdigital to Salesforce
By default, all data field mappings are set as Salesforce to Dotdigital.
4. Synchronise with Dotdigital
Once you've linked your Salesforce campaign to an Email address book and configured your field mapping and sync direction, Salesforce creates the list in Dotdigital and synchronises it automatically during the next scheduled synchronisation.
If you want to synchronise the list manually: