Syncing Salesforce

• Syncing Salesforce
• Updating Your Sync Settings
• Field Mapping
• Editing Contacts and Campaigns
• Contact Limits
• Duplicate Contacts
• Deceased Contacts

☁️ Syncing Salesforce

To sync your Salesforce contacts with your FMG account:

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

   

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

   

3. Authenticate: Log into your Salesforce account. This is a one-time authentication process to enable successful syncing.

4. Salesforce Sync Report Modal: 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."

5. Configure Sync Settings: In the "Salesforce Synchronization" modal, select your preferences: 

   1. What Would You Like To Sync From Salesforce?: Decide which Salesforce contacts you want to add to FMG. You can sync all your contacts or only those within specific tag groups.

   2. Sync Frequency: 

      For automatic daily updates, check the box to enable automatic syncing (recommended). 

      If you prefer manual updates, you can initiate an on-demand sync from your Contacts page at any time.

   3. Sync FMG Activity: Check this option if you want FMG to write an activity 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 existing contacts in your FMG admin will be replaced with your Salesforce contacts. If you have contacts in FMG that aren't in Salesforce, export them 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

✔️ Updating Your Sync Settings

To adjust your sync settings after the initial setup:

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

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:

📝 Editing Contacts and Campaigns

Once your Salesforce CRM has been integrated, you cannot edit your contacts/campaigns or add new contacts/campaigns manually from your FMG account.

You must make these changes from your Salesforce account. If your sync frequency is set to automatically sync daily, these changes will automatically sync to your FMG account. 

🔢 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 larger than this limit will fail.

👥 Duplicate Contacts

The integration with Salesforce allows for the creation of duplicate contacts. This feature can be beneficial when sending personal messages like birthday greetings to clients who share an email address. You can learn more about duplicate contacts here. 

Deceased Contacts

The Salesforce integration does not support the automatic removal of deceased contacts. To ensure these contacts stop receiving emails, you must manually unsubscribe them from your FMG contact list.