Configure the Lead validation rules to which Salesforce.com leads and contacts are sent to Acoustic Campaign. If you plan on syncing all leads or contacts from SFDC to Acoustic Campaign, you need to disable two validation rules on the Lead object.
You can choose to activate or deactivate the Lead validation rules depending on the selection made at Sync to Acoustic Campaign in Salesforce.com. If you have selected Sync to Acoustic Campaign in Salesforce.com, then activate these rules, if not then be sure to deactivate the lead validation rules.
If you designate Sync only those leads/Contacts where Sync to Acoustic Campaign option is checked in Salesforce for Sync Eligibility under Settings, then Acoustic Campaign syncs all the unconverted Leads and Contacts from Salesforce.com that have the Sync to Acoustic Campaign check box checked. The feature selectively synchronizes only those that have the box checked. The option might be suitable for companies that have Leads/Contacts that must not sync into the Acoustic Campaign database.
If you designate All Leads/Contacts for Sync Eligibility under Settings, Acoustic Campaign syncs all the unconverted Leads/Contacts from Salesforce.com. The option might be suitable for companies that share all the Sales Leads or Contacts with Acoustic Campaign and have no reasons to prevent Leads or Contacts from being added to the marketing database.
Note: The default selection is Sync only those leads/Contacts where Sync to Acoustic Campaign option is checked in Salesforce for the Sync Eligibility setting. Once the Sync is activated, this setting selection cannot be reverted.
Complete the following steps to configure lead validation rules.
Note: If you plan on syncing using Sync to Acoustic Campaign, this procedure can be ignored.
- Go to Setup> App Setup > Customize > Leads > Validation Rules.
- Deactivate the Disable Changing Enable Sync validation rule.
- Click Save.
- Deactivate the Prevent Change From Acoustic Campaign validation rule.
- Click Save.
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