Salesforce Opportunities

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How Salesforce Opportunities Work with ActiveCampaign

Introduction

Salesforce Opportunities are pivotal for managing sales processes within ActiveCampaign. This feature allows you to sync Salesforce Opportunities to your ActiveCampaign account, enhancing contact records with relevant sales data. The integration enables you to trigger automations when opportunities are created or updated in Salesforce and personalize automation emails using Salesforce Opportunity fields. Understanding how to effectively utilize this feature can significantly improve your sales automation and customer engagement strategies.

How to Access This Feature

To make use of the Salesforce Opportunities integration, users need to first ensure that their ActiveCampaign account is connected to Salesforce. This involves setting up the integration where you can enable the sync for Opportunities. Once the setup is complete, you can access Salesforce Opportunities via your ActiveCampaign dashboard linked to the respective contact records.

Step-by-Step Instructions

Setting Up Salesforce Opportunity Sync

Before syncing Salesforce Opportunities, ensure that you have completed the necessary integration steps. Here's a comprehensive guide on how to set it up:

1. **Log into your Salesforce account.** 2. Access the **ActiveCampaign Salesforce App**. 3. Navigate to the **Dynamic Field Mapping** step during the integration setup. 4. Select the **Opportunity Mapping** tab. 5. **Click the toggle** to set the Salesforce Opportunity Mapping to the "On" position.

Mapping Custom Opportunity Fields

1. Click the **“Opportunity Custom Field Mapping”** toggle to activate it. 2. Press the **“Add Mapping”** button. 3. Choose the Salesforce field that you want to sync to ActiveCampaign. 4. From the **“Select ActiveCampaign Field”** dropdown menu, designate the field type that corresponds with the Salesforce Opportunity field.

After these steps, your Salesforce Opportunities will sync to your ActiveCampaign account based on the scheduled jobs set in Salesforce.

Configuration Options and Settings

To successfully utilize the Salesforce Opportunities feature, administrators need to focus on several key configuration options:

- **Dynamic Field Mapping**: This step is vital for syncing Opportunities where you will specify which Salesforce fields align with ActiveCampaign fields. - **Custom Opportunity Fields**: Users can map up to 20 custom fields, allowing for more granularity in how data is reflected in ActiveCampaign. - Supported Fields: Currently, the following fields are synced:

 - **Name**
 - **Amount**
 - **Stage**
 - **Close Date**

These fields are displayed for informational purposes only and cannot be edited directly within ActiveCampaign.

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.

Common Use Cases with Examples

- **Lead Nurturing**: Automatically send follow-up emails to contacts when a new Opportunity is created, ensuring timely communication based on sales progress. - **Sales Stage Monitoring**: Use automation to notify sales teams when an Opportunity's stage has changed, prompting immediate action. - **Personalized Campaigns**: Leverage custom fields within automation to customize emails, making them more relevant based on the sales data pulled from Salesforce.

Troubleshooting Section

When setting up Salesforce Opportunities, you may encounter the following issues: 1. **Opportunities Not Syncing**: Verify that the primary contact associated with the Opportunity has a valid ActiveCampaign ID. 2. **Missing Custom Fields**: Check that the necessary custom fields were selected correctly during the mapping process. 3. **Automation Triggers Not Firing**: Ensure that the correct triggers are enabled and that the automation has the necessary permissions to access Salesforce data.

Related Features

The Salesforce Opportunities feature works in conjunction with other ActiveCampaign functionalities such as: - Automations: Use custom object data for targeted automations. - Custom Objects: For in-depth details on using custom objects within ActiveCampaign.

FAQ

What plans support Salesforce Opportunities?

Salesforce Opportunities feature is available on the Enterprise plan.

Can I edit the synced Salesforce Opportunity fields in ActiveCampaign?

No, the synced fields are for informational purposes only and cannot be edited from ActiveCampaign.

How many custom fields can be mapped for Opportunities?

You can map up to 20 custom fields for the Opportunity sync.

What happens if the primary contact in Salesforce doesn’t meet the sync criteria?

If the primary contact does not meet the criteria set for syncing, the related Opportunity will not sync to ActiveCampaign.

Are there any restrictions on using automation triggers with Salesforce Opportunities?

Yes, you can only use one custom object for your automation. If an automation already includes a trigger of any type, a Salesforce Opportunity trigger cannot be added.

How can I add ActiveCampaign fields to the Opportunity Record Page in Salesforce?

You can add two fields, ActiveCampaign Sync Status and ActiveCampaign Last Synced, to your Opportunity Record Page layout by following instructions provided in the relevant Salesforce documentation.

Where can I find more details on automation with custom objects?

For additional insights, learn how to build Automations with custom objects in ActiveCampaign.

This article provides a comprehensive overview of how Salesforce Opportunities work within ActiveCampaign, ensuring users maximize their sales and marketing integrations effectively. ```