Editing ActiveCampaign components and fields (section)

== Step-by-Step Instructions ==

### Adding the ActiveCampaign CXA Activities Component to Page Layouts in Salesforce

The **CXA Activities** box provides a list of the most recent CXA activities (up to 20) for any synced lead or contact. Here's how to add this component:

# Open any lead or contact record in your Salesforce account.
# Click the '''gear icon''' at the top right.
# Select '''Edit Page'''.
# In the Lightning Components column, scroll to locate **Custom Components**.
# Drag the **Marketing Activities** component to your desired page layout.
# Click '''Save''', then click the '''Activation''' button.
# In the **Activation modal**, select Org Default, App Default, or App, Record Type, and Profile. Click the '''Assign as''' button.

You will now be redirected back to the lead or contact record page within the Lightning App Builder.

### Adding the ActiveCampaign CX Automation Component

The **CX Automation** component enables you to initiate campaigns and add leads or contacts to automation directly from their profile records. Here's how to add this component:

# Access any lead or contact record in your Salesforce.
# Click the '''gear icon''' on the top right.
# Select '''Edit Page'''.
# Locate **Custom Components** in the Lightning Components column.
# Drag the **ActiveCampaign CXA** component to your page layout.
# Click '''Save''', followed by the '''Activation''' button:
   * If you are adding this component to the Contact Layout, the **Activation: Contact Record Page** modal will open.
   * If it is for the Lead Layout, the **Activation: Lead Record Page** modal will appear.
# Choose Org Default, App Default, or App, Record Type, and Profile, then click either '''Close''' or the '''Assign as''' button.

### Adding ActiveCampaign Fields to Salesforce Pages

ActiveCampaign fields can be added to page layouts for both Leads and Contacts within Salesforce, specifically within the **Record Details** component. Follow these steps:

# Within either the Lead or Contact Record Page in the Lightning App Builder, click on the '''Details''' tab.
# Select the **Record Details** component.
# Choose the page layout you want to modify from the right-side menu and navigate to the Object Manager.
# Drag the **ActiveCampaign Sync Status** field onto the layout under Housing Detail or Contact Detail.
# Click the '''wrench icon''' that appears when you hover over the field.
# Check the '''Read-Only''' box to prevent edits and click '''OK'''.
# Repeat steps 4-6 to add the **ActiveCampaign ID** field and the **ActiveCampaign Relation Sync Status** field to the selected layouts.
# Once done, click the '''Save''' button.

=== ActiveCampaign Field Descriptions ===
- '''ActiveCampaign Sync Status field''': Indicates if the contact or lead was synced to ActiveCampaign. Displays "Successfully Synced" if created in ActiveCampaign, otherwise is left blank.
- '''ActiveCampaign ID field''': Stores the ActiveCampaign ID number of the contact or lead.
- '''ActiveCampaign Relation Sync Status''': Provides information on account relationships and sync status.