Syncing Salesforce

How to integrate your Salesforce contacts with your FMG account

 

In this article, we will review:

Note: FMG only supports standard Salesforce integration and does not integrate with third-party purchased and customized versions of Salesforce, known as overlays. If you'd like to vote for the ability to integrate with Salesforce overlays in the future, click here.

Syncing Salesforce

To sync your Salesforce contacts with your FMG account:

  1. In your FMG admin, navigate to Contacts > Manage Contacts in the navigation pane on the left side of your dashboard:

     

  2. Click "Sync Salesforce" under Import Your Contacts:

     

  3. Have your credentials ready – you'll be asked to log in to your Salesforce account when you click "Sync Salesforce." This one-time authentication process allows us to sync successfully with Salesforce.

     

  4. Log into your Salesforce account.

     

  5. The Salesforce Sync Report looks for three categories: Leads, Campaigns, and Contacts. If a field has been renamed in Salesforce, the system needs to know where to get the correct data. We will count the number of Campaigns to filter the sync via a set of Salesforce Campaigns. If there are none, then you cannot filter by Campaigns. Click "Continue":

     

  6. Select your sync settings in the "Salesforce Synchronization" modal:

    1. What Would You Like To Sync From Salesforce?: You can choose which of your contacts from Salesforce to add to FMG. Choose to sync all your contacts/campaigns or just specific ones.

    2. Sync Frequency: To update your contacts automatically at the end of each day (recommended), enable automatic syncing by checking the box in this section. If you choose not to enable automatic syncing, you can start an on-demand sync anytime from your Contacts page*

      *After your initial integration, you may update your contacts sync method on-demand. To do this, navigate to Contacts > Manage Contacts in your admin. To update your Salesforce contacts on-demand, you can click "Update Contacts":

    3. Sync FMG Activity: Check the box in this section if you'd like FMG to write a note to Salesforce each time:

      • A website form is completed

      • An email is sent

      • Someone opts out of your emails

During the syncing process, all of your contacts in your admin will be replaced with your Salesforce contacts. If you have any contacts in FMG that are not in Salesforce, export your FMG contacts and add them to Salesforce before syncing. Ready to sync your contacts? Click "Got It, Sync With Salesforce." Please note:

  • If your version of Salesforce supports "Lead" type contacts, we write a Lead to Salesforce when a form is completed

  • If Leads are not supported, we do not save Form Fillouts to your Salesforce

Note: Salesforce has a limitation in which a single user can establish a maximum of 4 connections to FMG from Salesforce. However, there is a workaround available for this limitation. Instead of having the same user establish multiple connections, individual users can connect to Salesforce in FMG. Click here to learn more about this limitation. 

Updating Your Sync Settings

To update your sync settings after your initial integration:

  1. Navigate to Contacts > Manage Contacts in your admin:

     

  2. Select the arrow dropdown next to "Update Contacts" and select "Update current settings.":

     

  3. You can then update the contact settings in the "Salesforce Synchronization" modal:

Field Mapping

Here is how Salesforce contact fields map to an FMG contact:

Salesforce Field

FMG Field

First Name

First Name

Last Name

Last Name

Email

Email Address

Mailing Street

Address 1

[Not Supported]

Address 2

Mailing City

City

Mailing State

State

Mailing Postal Code

Zip

Phone

Phone Number

Birthdate

Birthday

[Not Supported]

Gender

[Not Supported]

Marital Status

[Not Supported]

Client Anniversary

[Not Supported]

Nickname

Contact Limits

Contact Integration is limited to 30,000 contacts and/or 1,000 groups in your Salesforce database, regardless of how many are selected to sync. Attempts to sync databases over this size limit will fail.

 


Would you like some help connecting your Salesforce CRM with your admin?