Step 1: Make sure you have connected Salesforce to Greenvelope. More information. Step 2: Click the “Send” step. Step 3: Click the “Import” link.
Full Answer
How do I preserve a merged record field value in Salesforce?
Using the Apex merge operation, field values on the master record always supersede the corresponding field values on the records to be merged. To preserve a merged record field value, simply set this field value on the master sObject before performing the merge.
What Salesforce merge fields does the iContact app support?
The iContact App supports many standard and custom Salesforce merge fields, and all iContact merge fields. Supported Salesforce Field Date Types; Auto Number, Checkbox, Currency, Email, Geolocation, Number, Percent, Phone, Text, and URL Supported Salesforce Objects; Contact, Lead, Campaign, Organization, Account, and User objects.
How does the merge operation work in Salesforce?
The merge operation merges up to three records into one of the records, deletes the others, and reparents any related records. The following shows how to merge an existing Account record into a master account.
Can external ID fields be used with Salesforce merge?
External ID fields can’t be used with merge. For more information on merging leads, contacts and accounts, see the Salesforce online help.
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Classic Merge Fields or Lightning Merge Fields
Important: The iContact for Salesforce App does not support Lightning Merge FIelds at this time.
Supported Merge Field Objects and Field Data Types
The iContact App supports many standard and custom Salesforce merge fields, and all iContact merge fields.
Important: When to Use Contact or Lead Object Fields
Attention: The Following Contact and Lead merge fields are interchangeable; use either field and the correct information will be merged into your email.
How to Add Standard Merge Fields to your Email Template
Adding a merge field to your email is easy. Just copy the merge field you need from the following list and paste it into your email.
How to Add Custom Merge Fields
Attention: If your campaign includes Contacts and Leads, use merge fields for both objects. The correct field for each campaign member will be populated and the other will be ignored.
List of iContact Standard Merge fields
iContact For Salesforce supports all standard and custom iContact merge fields, except for [address2] and [suffix]. iContact standard merge fields merge data from their corresponding Salesforce standard fields on the Contact and Lead objects.
Example
The following shows how to merge an existing Account record into a master account. The account to merge has a related contact, which is moved to the master account record after the merge operation. Also, after merging, the merge record is deleted and only one record remains in the database.
Merge Considerations
Only leads, contacts, cases, and accounts can be merged. See sObjects That Don’t Support DML Operations.