How do I integrate Salesforce with constant contact?
Step 1: Authenticate Salesforce then choose the features that match your use cases and integration requirements. Step 2: Authenticate Constant Contact and choose the features that match your use cases and Integration requirements. Step 3: Review the Full Sync Add-On you may need for your automation.
How do I manage inactive contacts in Salesforce?
We often get asked our advice on how to best manage inactive Contacts in Salesforce as they may have either left their employment and need to be ‘reassigned’ to a new Account. The first rule is ‘Don’t delete them”!
How do I view previous accounts and contacts in Salesforce?
When viewing the active Contact record, all previous Contacts and Associated Accounts will be accessible via the Previous Accounts sections located at the bottom of the Contact Detail Page. SalesFix provides a wide variety of Salesforce CRM services that help ensure you realise returns on your investment.
Why doesn't constant contact sync with Salesforce record data?
Salesforce record data is synced from Constant Contact only if the email address doesn't exist in Salesforce at the time of syncing or Update Field Mapping is enabled. Start integrating Salesforce + Constant Contact now!
Does constant contact have a bounce?
Constant Contact does not explicitly have a "Hard Bounce" field. They instead have a "Bounce Reason" field which is populated with both soft and hard bounces. To map this field head to Step 4 and use a Text Field Type. For Bounce Date use a Data Type field.
Can you change a field in constant contact?
Yes! Absolutely, if you have mapped account owner or any specified fields to a custom field in Constant Contact then if this field changes in CRM on the subsequent sync the field in Constant Contact will be changed to the new CRM value. See Reference here on how to manage your Custom Fields in Constant Contact.
How to Link an Inactive Contact to an Active Contact
Lookup and select the current active Contact record using the internal search feature
Preparing for CORS Allowlist updates for Lightning Apps
If your organisation uses lightning apps and has one or more external domains calling on your Salesforce resources then you will need to ensure that they are added to the Cross-Origin Resource Sharing (CORS) Allowlist in preparation of the February 1 2022 Update.
Getting Ready for Multi-Factor Authentication
Salesforce will be switching to MFA from 1 February 2022. From this date, all Salesforce customers will be contractually required to use MFA in order to access Salesforce products. We have created this article about what it is and what steps your team will need to take to set this up.
3 Tips for Not-for-Profit CRM Migration
Is your NFP business migrating to a new CRM system? Here’s what you need to know.
