Below will feature a chart indicating the synced pathways from SF to emfluence and emfluence to SF.
|
Salesforce |
emfluence |
|
SFDC Field |
Emfluence Field |
|
First Name |
firstName |
|
Last Name |
LastName |
|
Phone |
Phone |
|
Fax |
Fax |
|
|
|
|
Street |
Street1 + Street2 |
|
Lead Source |
Source |
|
City |
City |
|
State |
State |
|
Postal Code |
Zip Code |
|
Title |
Title |
|
Purl |
Purl |
|
Emfluence Note |
Emfluence Note |
|
Company |
Company OR Default if null |
|
Suppressed |
Suppressed |
|
Salesforce |
emfluence |
|
SFDC Field |
Emfluence Field |
|
First Name |
firstName |
|
Last Name |
LastName |
|
Phone |
Phone |
|
Fax |
Fax |
|
|
|
|
Mailing Street |
Street1 + Street2 |
|
Lead Source |
Lead Source |
|
MailingCity |
City |
|
MailingState |
State |
|
MailingPostal Code |
Zip Code |
|
Title |
Title |
|
Purl |
Purl |
|
Note |
Note |
|
Account (Account is a look-up field in SFDC. If an exact match can not be found, the default will be used.) |
Company OR Default if null |
|
Suppressed |
Suppressed |
Sync Schedule
Emfluence will sync nightly to Salesforce
Salesforce will be instant to emfluence
What will Sync?
- The "Suppressed" field is governed entirely from the Emfluence side and will pull from Emfluence nightly. Changes made on the Salesforce side will not be sent to Emfluence.
- Groups will only sync from Emfluence
- Group memberships will push immediately from Salesforce, and overnight from emfluence