Keep your contacts up to date by syncing your Salesforce account with your FMG Suite admin.

Syncing Salesforce

First, navigate to Contacts >> Manage Contacts in the navigation pane on the left side of your dashboard:

On the top of the Contacts page, under Import Your Contacts, click "Sync Salesforce":

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

Salesforce CRM Sync

Enter in your Salesforce Username and Password and click "Log In":

Next, allow FMG Suite access to your data by clicking "Allow":

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

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. Ready to sync your contacts? Click "Got It, Sync With Salesforce." Please note:

  • If your version of Salesforce supports "Lead" type contacts, then 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.

Contacts in Admin Will Be Replaced by Salesforce Contacts

Here is an overview of 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 Suite. Choose to either sync all of your contacts or only specified tags.

  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 at any time from your Contacts page.*

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

    • A website form is completed

    • An email is sent

    • Someone opts out of your emails

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

Updating Your Sync Settings

To update your sync settings after your initial integration, navigate to Contacts>>Manage Contacts in your admin. Select the arrow dropdown next to "Update Contacts", and select "Update current settings". 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


Are you having difficulty connecting your Salesforce CRM with your admin?

Click here for an explanation of common issues

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