If you need to add columns to a Marketing List of Salesforce Leads and Contacts, follow this process to make sure data stays aligned between systems.
Applicable Situations
- 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.