Editing Salesforce (section)

= How to connect Salesforce to ActiveCampaign =

== Introduction ==
The integration between '''Salesforce''' and '''ActiveCampaign''' provides a powerful solution for businesses to synchronize their leads and contacts across both platforms. This two-way sync allows data to flow seamlessly, ensuring that your marketing and sales teams are always on the same page. The integration permits users to add Salesforce leads and contacts into ActiveCampaign while also allowing ActiveCampaign contacts to be added as leads or contacts in Salesforce. Additionally, the integration enables dynamic data updates between the two accounts, ensuring that any changes made in one platform are reflected in the other.

Utilizing this integration can enhance your customer relationship management (CRM) processes and improve marketing effectiveness by maintaining accurate, real-time data across both systems. It is essential for users aiming to leverage both platforms for optimal business performance.

== How to Access This Feature ==
To use the Salesforce integration with ActiveCampaign, you must have both a functional Salesforce account with '''Lightning Experience''' and an ActiveCampaign account. Once you have confirmed these requirements, the integration can be set up through the Salesforce App Exchange.

== Step-by-Step Instructions ==
### Step 1: Set Up Your Custom Domain for Salesforce Lightning
Before installing the ActiveCampaign app, ensure your Salesforce account has a custom domain configured.

1. In Salesforce, click on the '''gear icon''' and select '''Setup'''.
2. Navigate to '''Company Settings''' and click on '''My Domain'''.
3. Enter your desired domain name and click '''Check Availability'''.
4. After registering the domain, refresh the page within five minutes.
5. Log back into Salesforce using your new custom domain.
6. Click on the '''Deploy to users''' button.

### Step 2: Install the ActiveCampaign Salesforce App
1. Click the dots on the top left of your Salesforce account to open the app launcher, and select '''Visit AppExchange'''.
2. Search for '''ActiveCampaign''' and click on the ActiveCampaign app.
3. Click the '''Get it now''' button.
4. A modal will prompt you to log into AppExchange; select the '''Open Login Screen''' button.
5. In the modal that appears, click the '''Allow''' button to permit Salesforce to access your ActiveCampaign account.
6. Click on '''Install Here''' in the installation box that appears.
7. Agree to the '''Terms and Conditions''' and click on the '''Confirm and Install''' button.
8. Choose the '''Install for Admins Only''' option and click '''Install'''.
9. When prompted, approve third-party access and click '''Continue'''.

### Step 3: Assign Permission Sets to Salesforce Users
This integration requires two permission sets:

- '''ActiveCampaign Package Manager Permission set'''
- '''ActiveCampaign Standard User Permission set'''

To assign these:

1. Click on the '''gear icon''' for settings and navigate to '''Users''' in the setup menu.
2. Click on '''Permission Sets'''.
3. Open the relevant permission set and click on '''Manage Assignments'''.
4. Add the necessary users to each permission set by checking the boxes next to their names and clicking '''Assign'''.

### Step 4: System Connections
1. Open the App Launcher and click on '''ActiveCampaign Setup Assistant'''.
2. On the System Connections page, enter your ActiveCampaign '''account name''' and '''API key'''.
3. Click on the '''Authorize''' button to establish the connection.
4. Once successful, proceed to authorize ActiveCampaign access to Salesforce by logging in through the prompted Salesforce modal.
5. Complete the authorization process by clicking on the '''Allow''' button.

### Step 5: Dynamic Field Mapping
You can set up how fields from ActiveCampaign sync with Salesforce:

1. Proceed to the '''Dynamic Field Mapping''' section.
2. Map standard fields such as '''First Name''', '''Last Name''', and '''Email''' based on your preferences.
3. For any custom fields, use the '''Add Mapping''' button to establish connections between ActiveCampaign custom fields and Salesforce fields.
4. Select your desired sync options for each mapping. 
5. Finish setting up field mappings by clicking the '''Next''' button.

### Step 6: Configure Outbound Sync Settings
Decide which Salesforce records will sync with ActiveCampaign:

1. Select the criteria for syncing '''leads''', '''contacts''', and '''Person Accounts'''.
2. Configure how often the sync job will occur, available as options ranging from '''Every Hour''' to '''Once Daily'''.
3. Adjust the job schedule as needed and click on the '''Finish''' button.

### Step 7: Enable the ActiveCampaign CX Automation Component
1. Navigate to the ActiveCampaign setup page.
2. Click on the '''Finish''' button to enable the CX Automation component, allowing direct interaction with ActiveCampaign from lead and contact records.

### Step 8: View the Salesforce Integration in ActiveCampaign
To confirm successful integration:
1. Click on the '''gear icon''' in your ActiveCampaign account.
2. Select '''Integrations''' from the left menu, where the Salesforce integration should be listed.

== Configuration Options and Settings ==
The main settings and configurations include:

- '''API Key''': Necessary for authorizing ActiveCampaign access to Salesforce.
- '''Field Mappings''': Controls how data will sync between platforms, including standard and custom fields.
- '''Sync Settings''': Specify which records will sync to ActiveCampaign and how updates will be handled.
- '''Sync Frequency''': Configures how often the data between Salesforce and ActiveCampaign is updated.
  
These settings provide users the flexibility to tailor the integration to their specific needs.

== Best Practices and Tips ==
- Regularly monitor the sync status to ensure that updates are appropriately reflected across both platforms.
- Test the integration’s functionality in a Salesforce sandbox environment before deploying it in a live setting to catch potential issues.
- Ensure all leads and contacts in Salesforce have valid email addresses to facilitate successful syncing to ActiveCampaign.
- Remember to periodically review and update the integration as necessary when new versions become available.

== Troubleshooting ==
If experiencing issues during setup or syncing:

- Check that your '''Salesforce account is on Lightning Experience''', as the integration does not support Salesforce Classic.
- Verify the accuracy of your '''ActiveCampaign API key''' and '''account name''' during the authorization process.
- Ensure the appropriate permission sets have been assigned to users interacting with ActiveCampaign.
  
Refer to Salesforce support resources if a package needs to be uninstalled or updated.

== Related Features ==
- [[Automation]]: Learn how to create automated processes for leads generated from Salesforce.
- [[Contact Management]]: Understand how to manage your contacts effectively across platforms.
- [[Campaigns]]: See how to send campaigns directly to leads from Salesforce records.

== FAQ ==
'''Q1: What are the hardware requirements for this integration?'''
A: There are no specific hardware requirements; however, you must have a Salesforce account with Lightning Experience.

'''Q2: Can I sync multiple Salesforce accounts with one ActiveCampaign account?'''
A: No, you can only connect one Salesforce account to one ActiveCampaign account.

'''Q3: Will previously synced data be deleted if I uninstall the integration?'''
A: No, previously synced data will remain in both platforms, but new updates will stop.

'''Q4: How do I troubleshoot authorization errors?'''
A: Double-check the entered account name and API key, and ensure that user permissions are correctly assigned.

'''Q5: Is it necessary to map all fields during setup?'''
A: No, some standard fields are pre-mapped, and you can choose to skip custom field mapping if not required.

== Additional Resources ==
- [How to add ActiveCampaign components and fields to pages in Salesforce](https://help.activecampaign.com/hc/en-us/articles/4405026512530)
- [How syncing works with the Salesforce integration](https://help.activecampaign.com/hc/en-us/articles/360019757379)
- [Salesforce integration FAQs](https://help.activecampaign.com/hc/en-us/articles/360013019319)

Implementing the Salesforce integration can significantly streamline operations, ensuring your sales and marketing efforts are aligned through accurate data synchronization. By following this guide, users can successfully connect Salesforce with ActiveCampaign for enhanced CRM efficiencies.
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