Read through the following section to understand the various settings that are available in the Status tab in CRM and Scoring Settings.
Complete the following Status tab checklist. Synchronization does not occur unless the wanted sync points are activated on the Status tab.
- In the Organization Settings, go to CRM and Scoring Settings> Edit > Manage CRM > Status.
- Activating Profile Data for Leads, Contacts and Accounts agent starts the synchronization of Leads and Contacts with Acoustic Campaign. After Profile Data for Leads, Contacts and Accounts is activated, syncing is based on the Sync to Acoustic Campaign filter feature pre-activation:
- If the Sync to Acoustic Campaign option is not enabled, then the agent synchronizes all Unconverted Leads + Contacts/Accounts from SalesForce.com into the Acoustic Campaign DB per the field mappings.
- If the Sync to Acoustic Campaign option is enabled, then the agent synchronizes only the Unconverted Leads + Contacts/Account from SalesForce.com into the Acoustic Campaign DB that has the Sync to Acoustic Campaign check box that is selected in SalesForce.com.
Note: It is recommended that you are aware if the Sync to Acoustic Campaign feature is enabled or cleared.
- Alerts to Chatter/Tasks - If you are creating these types of alerts within Acoustic Campaign you want to ensure that the field is activated.
- Lead/Contact email History to CRM - Is the individual email activities that are sent to SalesForce.com and attached to the Leads/Contacts.
Note: Over time, this sync might require extra Salesforce.com Data storage.
- Sent emails Create CRM Campaigns - Enables the ability to send Acoustic Campaign email inside Acoustic Campaign while checking a box to also create a SalesForce.com Campaign over in SalesForce.com for the send.
- Program Participants Added to CRM Campaigns - Functions within Acoustic Campaign web forms and programs that enable you to configure a process that adds the Acoustic Campaign program participant to a predefined SalesForce.com Campaign.
- Program Participants Added to CRM Campaigns - Functions within Acoustic Campaign web forms and programs that enable you to configure a process that adds the Acoustic Campaign program participant to a predefined SalesForce.com Campaign.
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