Field mapping cheat sheet

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Field mapping cheat sheet | ActiveCampaign Salesforce integration

The ActiveCampaign Salesforce integration provides a powerful capability that enables users to map contact fields from ActiveCampaign to lead and contact fields in Salesforce. Proper field mapping is crucial as it ensures that the data between both platforms is accurately synchronized, preventing any issues with data integrity due to unsupported mappings.

This article covers dynamic field mapping combinations supported by the integration, specifically for version 1.20 and up. Understanding these combinations can help users effectively set up their integration without encountering common sync errors.

How to Access This Feature

To utilize the Field mapping cheat sheet for ActiveCampaign's Salesforce integration, begin by ensuring that you have the integration successfully installed and configured. The cheat sheet is found within the help documentation of ActiveCampaign's support site.

For comprehensive guidance on accessing the Salesforce integration, please refer to the main Salesforce integration article on the ActiveCampaign help center.

Step-by-Step Instructions

Here you will find a detailed outline of how to correctly map fields between ActiveCampaign and Salesforce. Following these steps can help avoid unsupported field mappings, which can lead to synchronization issues.

Step 1: Identify Your Fields

First, determine which fields in ActiveCampaign need to be synchronized with Salesforce. Make a list of the fields you will be mapping.

Step 2: Review Supported Field Mapping Combinations

Familiarize yourself with the supported combinations of fields. The following sections list the mappings between Salesforce fields and ActiveCampaign fields.

Step 3: Set Up the Mapping

1. Go to your ActiveCampaign account. 2. Navigate to the settings of the Salesforce integration. 3. Begin the mapping process using the combinations outlined below.

Supported Field Mapping Combinations

The following table outlines the supported field mapping combinations between Salesforce and ActiveCampaign. It is crucial to ensure that only the listed combinations are used for effective data synchronization.

Salesforce Field Type	ActiveCampaign Field Type
Checkbox	Check Box(es) * Option Value can be set to "true" (all lowercase) and leave other values blank
Currency	Currency (to maintain proper decimal placement), Text input, or Hidden
Date	Date
Email	Text input
Text	Text input, Dropdown, Hidden
Number	Text input, Dropdown, Hidden
Percent	Text input, Hidden
Picklist	Text input, Dropdown, Hidden
Picklist (multi-select)	List box
Phone Number	Text input, Hidden
URL	Text input, Dropdown, Hidden

Important Considerations for Formula Fields

When working with formula fields in Salesforce, keep in mind the following key points: - Formula field types support a one-way sync. When mapped to ActiveCampaign, changes in ActiveCampaign will not update the formula field in Salesforce. - Updates to a formula field in Salesforce will not trigger a sync. To initiate a sync, it is recommended to make a small change in the Salesforce record for the contact or lead. - Formula fields cannot be mapped to the Last Name, Email, or Account Name fields in ActiveCampaign. - Boolean formula fields are limited to syncing with Check Box fields in ActiveCampaign. - Date formula fields can be mapped only to date or text fields within ActiveCampaign. - Ensure to set check box fields in ActiveCampaign to a value of true (all lowercase) or leave them blank.

Configuration Options and Settings

The ActiveCampaign Salesforce field mapping functionality includes several configuration options that are vital for proper integration setup. The most crucial ones include: - Checkboxes: These accept values as true (all lowercase) or can be left blank. - Currency Fields: Maintains correct decimal placement and can map to various input types. - Text and Number Fields: These can include a range of options such as text input, dropdowns, and hidden fields.

Understanding these options will significantly impact how effectively users can synchronize data across platforms.

Best Practices and Tips

1. **Double-check** all mappings before saving changes to ensure no unsupported combinations are implemented. 2. **Document your mappings** for easy reference and troubleshooting in the future. 3. **Regularly audit** the synchronization status and review any logs that highlight errors or unsupported mappings. 4. When dealing with **formula fields**, consider the one-way limitation during your mapping strategy to prevent data loss. 5. Make small changes to records to successfully trigger syncs when needed.

Common Use Cases

1. **Marketing Campaigns**: Map campaign details from ActiveCampaign to Salesforce to streamline workflow automation. 2. **Customer Management**: Keep lead and customer data up-to-date across both platforms to enhance sales strategies. 3. **Data Reporting**: Use synced data to create reports in both systems for comprehensive analysis and performance tracking.

Troubleshooting

In case of synchronization issues: - Ensure that all mappings comply with the supported combinations. - Check for any unsynced records and make necessary edits to Salesforce records to trigger sync. - Review the integration settings for any misconfigurations.

FAQ

Q1: What happens if I map an unsupported field?

Mapping an unsupported field may result in records not syncing correctly, leading to data discrepancies.

Q2: Can formula fields be updated in ActiveCampaign?

No, updates to formula fields in ActiveCampaign will not change the values of corresponding fields in Salesforce as these operate as a one-way sync.

Q3: How do I trigger a sync after updating a formula field?

To initiate a sync, make a minor edit to the related contact or lead in Salesforce, such as adding a period to a text field.

Q4: Are there any limits on the field types that can be synced?

Yes, specific field types like formula fields and boolean fields have restrictions on how they can be mapped.

Q5: How do I check the synchronization status?

The sync status can be checked within the ActiveCampaign account under integration settings.

Q6: Why are some fields not syncing at all?

Fields may not sync if they are unsupported combinations or if they are incorrectly configured in the mapping setup.

Q7: Where can I find help for mapping issues?

For further assistance, consult the ActiveCampaign support documentation or reach out to customer support.

By understanding the capabilities and limits of field mapping in the ActiveCampaign Salesforce integration, users can optimize their data management processes effectively. ```