Editing How syncing works with the ActiveCampaign Salesforce integration (section)

== Step-by-Step Instructions ==
Here are detailed steps on how to set up and manage syncing between ActiveCampaign and Salesforce:

=== Step 1: Install the Integration ===
1. From your ActiveCampaign dashboard, locate the '''Apps''' menu option.
2. Find and select the '''Salesforce''' integration.
3. Follow the prompts to install and authenticate the integration with your Salesforce account.

=== Step 2: Configure Sync Settings ===
Once installed, configure the sync settings:
1. Choose the **outbound sync frequency** (how often data syncs from Salesforce to ActiveCampaign). Options include every 1, 2, 3, 4, 6, 8, 12 hours, or once daily.
2. Select which data types to sync:
   - **Contacts**
   - **Leads**
   - **Person Accounts**
   - **Accounts**
   - **Salesforce Opportunities**

3. For each data type, specify the criteria for syncing. You can select from options such as:
   - No records
   - All records created from this point forward
   - Records marked via the **Process Builder**
   - Records meeting specific criteria.

=== Step 3: Set Up Batch Processing ===
Configure how records are batched to comply with Salesforce's API call limits. ActiveCampaign sends batches every 10 minutes or when 100 records are updated, whichever comes first.

=== Step 4: Automate Contact and Lead Creation ===
Utilize the built-in automation actions to create contacts and leads:
- When using the **"Create a contact in Salesforce"** action, tagged records will receive the tag `added-to-salesforce-contact`.
- For leads, use the **"Create a lead in Salesforce"** action, tagging them with `added-to-salesforce-lead`.