One of the synchronization features is to populate custom Salesforce.com objects with individual sent email metrics which result in data usage within your Salesforce.com org and might cause you to exceed your data usage allotment.
Complete the following steps to manage Silverpop email activities sync volume for Salesforce.com.
- In the Organization Settings, go to CRM and Scoring Settings> Edit > Manage CRM > Settings.
- From the Settings tab you can chose any of the following options:
- Select Individual Metric Settings if you want to purge metrics after X days. Select the option Purge Individual Metrics after and enter number of days.
The Purging utility is used to reduce the amount of data being stored in Salesforce.com
You could use Opt-Out Email to create a bidirectional map between the Email Opt-Outfield found on Leads and Contacts Salesforce.com with the equivalent system Opt Out in Acoustic Campaign.
Important: It is important to decide if you wish to enable the checkbox before activating the synchronization. It is highly recommended that you do not select the check box after the synchronization is activated.
The field is mapped to the standard Email Opt-Out field in Salesforce.com. Ensure that the Salesforce.com integration user has full read or write access to this field on both the lead & contact objects. If you are using Salesforce.com Professional Edition, ensure to have these fields added to the page layout. Since this field is mapped bi-directionally, either system can opt out the other record. Therefore, if a recipient of the email clicks on the link, the record is automatically opted out of Acoustic Campaign and on the next sync we will update the record in Salesforce.com to also be opted out. Conversely, if a user marks a record as opted out in Salesforce.com, the matching twin record in Acoustic Campaign will also be opted out.
Important: If you enable Email Opt-Out Syncing option after going live, the mapping will be added as explained above. However, for previously synchronized records, an automatic reconcile will not occur. For example, if you have opted out / syncing contacts in Acoustic Campaign, you will need to update them in some way to cause the modified date to change which would then cause force a sync to CRM and update the 'Email Opt Out' check-box accordingly.
The feature does not purge email data within Acoustic Campaign.
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.
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.