Adding Columns to a Synced Salesforce List

  • Updated

To add columns to a Marketing List of Salesforce Leads & Contacts, follow these steps to maintain correct data sync.

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

  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.
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