If you've added new fields in Salesforce, or skipped some fields when you first set up your sync, you don't have to rebuild your list from scratch. You can add columns to a Marketing List of synced Salesforce Leads & Contacts and pull in the new data without breaking the existing sync.
Why this matters: Keeping your synced list's columns aligned with what's actually in Salesforce means your segments, reports, and personalization stay accurate - no missing data because a field was never mapped over.
Use Cases
- When you have added new fields in Salesforce and want that data in Act-On.
- When you want to sync fields from Salesforce that you did not select in your previous setup.
Instructions
Update Salesforce List
- Go to Lists > Marketing Lists.
- Hover over the All Salesforce Leads/Contacts lists, and on the right, click the drop-down arrow.
- Click Import/Export > Salesforce.com Sync Setup.
- Click Add List Columns in the Pull from Salesforce section.
- Add new columns to your list.
- Click Save.
- To add these fields immediately, click Run Now to begin syncing; otherwise, the fields will be imported on the next scheduled sync.
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