Editing
Salesforce Opportunities
(section)
Jump to navigation
Jump to search
Warning:
You are not logged in. Your IP address will be publicly visible if you make any edits. If you
log in
or
create an account
, your edits will be attributed to your username, along with other benefits.
Anti-spam check. Do
not
fill this in!
== Best Practices and Tips == 1. **Thoroughly Check Primary Contacts**: Ensure each Salesforce Opportunity has a primary contact with an ActiveCampaign ID to enable syncing. 2. **Review Custom Fields Mapping**: Take the time to map your custom fields adequately to ensure that necessary data travels over accurately. 3. **Utilize Automation Triggers**: Implement the new automation triggers available for Salesforce Opportunities to enhance marketing efforts: - **Opportunity Created**: Triggers when a new Opportunity syncs to ActiveCampaign. - **Opportunity Updated**: Triggers for updates to existing synced Opportunities.
Summary:
Please note that all contributions to Activepedia may be edited, altered, or removed by other contributors. If you do not want your writing to be edited mercilessly, then do not submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource (see
Activepedia:Copyrights
for details).
Do not submit copyrighted work without permission!
Cancel
Editing help
(opens in new window)
Navigation menu
Personal tools
Not logged in
Talk
Contributions
Create account
Log in
Namespaces
Page
Discussion
English
Views
Read
Edit
Edit source
View history
More
Search
Navigation
Main page
Recent changes
Random page
Help about MediaWiki
Tools
What links here
Related changes
Special pages
Page information