Adding Columns to a Synced Salesforce List

  • Updated
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

  1. Go to Lists > Marketing Lists.
  2. Hover over the All Salesforce Leads/Contacts lists, and on the right click the drop-down arrow.
  3. Click Import/Export > Salesforce.com Sync Setup.
  4. Click Add List Columns in the Pull from Salesforce section.
  5. Add new columns to your list.
  6. Click Save.
    • To add these fields immediately, click Run Now to begin syncing – otherwise, the fields will be imported on the next scheduled sync.

new_column.gif

Was this article helpful?

Have more questions? Submit a request