Sync Overview

Below will feature a chart indicating the synced pathways from SF to emfluence and emfluence to SF.

Field Mapping - Leads in Salesforce:                                         

Salesforce

emfluence

SFDC Field

Emfluence Field

First Name

firstName

Last Name

LastName

Phone

Phone

Fax

Fax

Email

Email

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

 

Field Mapping - Contacts in Salesforce:

Salesforce

emfluence

SFDC Field

Emfluence Field

First Name

firstName

Last Name

LastName

Phone

Phone

Fax

Fax

Email

Email

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

Was this article helpful?
0 out of 0 found this helpful