CRM and scoring settings – Acoustic Help Center

In CRM and Scoring Settings under Organization settings, you can set up your CRM Integration (CRMi) database and manage your CRMi. You can also enable your Lead Management database.

To access these settings, go to Settings > Administration > Organization Settings > Go to CRM and Scoring Settings.

You can set up your CRM Integration (CRMi) database and manage your CRMi for Salesforce.

You can also enable your Lead Management database.

*If CRMi has been enabled and Scoring will be used, they both must use the same Flexible database.

Within CRM and Scoring settings, you can review and manage the following:

Feature	Options
CRM System	Set by the Acoustic Provisioning team. Supported options are MS Dynamics CRM, Salesforce, SugarCRM
CRM Database	Choose the blank flexible Campaign database that will be used for the CRM integration
Sync Setting	Sets the default sync for new records originating in Campaign. Controls the CRM Enable Sync and CRM Contact Type field. Uncheck to Sync records originating in Campaign based on scoring, web form submissions, or program interactions. Check to enable all records to sync with CRM automatically.
Enable CRM Campaign	Only for Salesforce integrations. Check to allow the Salesforce user in the credentials tab to create a Campaign in Salesforce when sending emails directly from Campaign. Applies to Send Immediately and Scheduled Send (option2 in the article*).
Enable Campaign Email Sending From CRM	*Only for Salesforce integrations. Check to allow the Salesforce user in the Credentials tab to generate the Campaign Send Mailing API
Select Send User	Only for Salesforce integrations. Required during Salesforce CRMi setup to enter the CRM Org ID. Allows the Campaign user in the credentials tab to send Campaign mailings.
CRM Org ID	Only for Salesforce integrations. Required during Salesforce CRMi setup. Allows Campaign and Salesforce to interact with each other via the users in the Credentials tab.
Scoring Database	Select a database
The number of Score Models allowed	All Campaign organizations have at least one scoring model allowed. If you need more than one model, contact client support. While you can have multiple scoring models, you can use only one database for all of them.

Settings

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