Editing Salesforce integration (section)

== Salesforce Opportunity FAQs ==

=== Does this integration sync Salesforce Opportunities? ===
Yes, you can sync Salesforce Opportunities to your ActiveCampaign account. To learn more, visit [[How Salesforce Opportunities work with ActiveCampaign]].

=== I have existing Opportunities in Salesforce, how do I do a historical sync to get these into ActiveCampaign? ===
We do not support historical syncing. Once this feature is enabled, you would need to edit an existing Opportunity record in order to sync it. If you want to make an edit, it needs to be on one of the four fields that are syncing to ActiveCampaign. As a reminder, these four fields are:
* Name
* Amount
* Stage
* Close Date

If updates are made to fields outside of this defined set, the Opportunity will not sync to ActiveCampaign.

=== The Contact meets the criteria to sync to ActiveCampaign but hasn’t yet, what happens to the Opportunity? ===
The Contact should finish getting created in ActiveCampaign before the Opportunity sync begins. Pending there are no errors, the Opportunity should sync to ActiveCampaign. If there are errors, the Opportunity will stay in “waiting for next sync” or “did not meet sync criteria” and an error will be posted to the Sync Health Dashboard.

=== How do I know if an Opportunity was successfully synced? ===
We created ActiveCampaign Managed Package fields that a Salesforce Admin can add to the record layout for the Opportunity Object. These fields are:
* '''ActiveCampaign Sync Status'''
* '''ActiveCampaign Last Sync'''

We also added Opportunities to our Sync Dashboard so you can track the outbound sync and view any errors that are found.

=== I have a Primary Contact associated with the Opportunity but my updates aren’t being sent to ActiveCampaign. Why? ===
The first version we are releasing only includes a select set of fields. Changes made outside of Opportunity Name, Stage, Amount, and/or Expected Close Date will not be captured by our update triggers and therefore, will not sync to ActiveCampaign.