Keep your contacts up to date, easily, by syncing your Salesforce account with your FMG Suite admin. To enable syncing with Salesforce, first navigate to Email >> Contacts in your admin. Click on the gear icon, in the upper right hand corner, and select Sync Salesforce CRM.
When you click Sync Salesforce CRM, you'll be asked to login to your Salesforce account so have your Salesforce user name and password handy. This is a one-time authentication process that allows us to successfully sync with Salesforce.
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 Suite that are not in Salesforce, export your FMG contacts and add them to Salesforce prior to syncing.
Choose whether to sync all of your contacts and Campaigns or only specified Campaigns and their associated contacts. You can also set up automatic syncing which, when enabled, will automatically update your contacts at the end of each day or choose to sync manually and update your contacts on demand.
Having difficulty connecting your Salesforce CRM with your admin? Click here for an explanation of common issues.