Is your organization using Salesforce Accounts?
Well, if you are like most out there you've added your own custom email to keep track of the customer.
But now you want to integrate the Account's email in Salesforce to your Marketing solution right?
Let's take a look at a real use case to see how this works specifically.
Many of our subscribers want to bring their contacts over from Salesforce - specifically, the email addresses of the contacts. However, they then notice that the Account Object isn't recognizing the email addresses, thus creating no new contacts.
Since Salesforce doesn't have a standard field for emails, they have to use custom text mapping in SyncApps to migrate the records over to Constant Contact. However, the records aren't migrating correctly, from what they saw - so what seems to be the issue?
In SyncApps, you can map the Email field on the Account in Step 4, via the Enable Additional Field Mapping feature.
When using the mapped email address field, make sure that the Account has a primary email address on it - if it's empty, the integration won't run correctly, so be sure that all Account records have an email address in them so that they can be migrated.
One can then map that primary email address in Step 4 of the Set Up to the standard email address field in Constant Contact.
We hope this answers any questions about this particular feature for Salesforce to Constant Contact integrations!
Are you syncing Person Accounts to your Marketing Automation Solution? See here...
Need some help?
Check out the options below on how you can contact our support team and find the answers you need to help you with your SyncApps integrations.
Help Center & Email is 24/7 to firstname.lastname@example.org | Live Chat & Phone is scheduled
Check out these Help Desk articles for answers to frequently asked questions.
Check out our subscriber's story here on how SyncApps helped them save hundreds of hours per year!