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Contacting Customer Experience for ActiveCampaign Salesforce integration issues
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== Step-by-Step Instructions == Follow these steps to prepare your inquiry for the Customer Experience Team regarding your Salesforce integration issues: === 1. Gather Your Salesforce Details === - **Salesforce Org Name or Org ID**: Provide your Salesforce org name or org ID. You can find this information in your Salesforce settings or by visiting the Salesforce help center. - **Edition Type**: Specify which edition of Salesforce you are using (e.g., Essentials, Professional, Enterprise). === 2. Describe the Issue === - Clearly explain the nature of the issue you’re experiencing, specifying if it’s regarding: * Sync issues (from Salesforce to ActiveCampaign, ActiveCampaign to Salesforce, or both). Include screenshots demonstrating each step of the sync process. * App access issues in Salesforce, including relevant user profiles and applied '''ActiveCampaign Permission Sets'''. * Automation issues, mentioning the name or link to the automation in question, and whether it pertains to leads, contacts, or both. * Field mapping issues, including a screenshot of your '''Field Mappings''' from the ActiveCampaign Setup Assistant within your Salesforce apps. === 3. Provide Additional Relevant Information === - Any error messages: Include error messages if applicable, along with the steps you took before encountering them. - Example Contact: If relevant, provide a contact that exemplifies the issue. - Test Contact: If possible, create and provide a test contact for troubleshooting. === 4. Contact the Customer Experience Team === - Use the provided channels (usually found within your ActiveCampaign account settings) to reach out to the Customer Experience Team, ensuring you've compiled all the necessary information from the steps above.
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