When an email address is added to your Hard Bounces list in Act-On, you can update the correlating lead or contact record in Salesforce. Follow this guide to configure and schedule a push of Leads and Contacts on the Act-On Hard Bounces List over to Salesforce.

Prerequisites

• An active connection from Act-On to Salesforce

Instructions

Set up the Hard Bounce field and value

1. Ask your Salesforce administrator to identify the field in your Salesforce account which will contain Hard Bounce data. You will need the field name and its data type.
• The default is EmailBouncedReason, which is a text field.
• If you are instead using a custom Salesforce field, the field name must be the same for Lead and Contact objects.
2. In Act-On, click on Contacts > Other Lists > Bounces & Opt-Outs
3. Hover over the Hard Bounces list and click Push to Salesforce
4. Check the box for Push to Salesforce
5. Click on Select Hard Bounce Field
• Type the field name directly, or click the icon to the right to select a field from your list of standard field names.
  • Tip: If you don't see your custom field name in the list, go to Contacts > Standard Field Names and click Optimize For Salesforce.com to bring in the field names from Salesforce. Scroll to the bottom of the page and click Save Changes.
• In the next box, type the field value to push to Salesforce
  • For a checkbox field, enter the number '1' to check the box
  • For a text field, add the value you want to display in reports (eg “Act-On Hard Bounce”)
• Click Save

 You are now ready to push your Hard Bounce list to Salesforce and set it to run on a schedule.

Push the Hard Bounces List to Salesforce

1. Under Scheduling, click on Schedule.
2. Select a frequency for the push to run: Daily, Weekly, Monthly, or Off.
3. Specify how often the sync should run.
   • When Daily, specify in hours. Range of accepted values: 4 - 24.
4. Specify the Start Time, in 24-hour format.
5. Click Save. This will turn on the push schedule. You will see the next scheduled run displayed.
6. Click Save to exit. You can also click Run Now to push your Hard Bounce list to Salesforce immediately.

Notes:

• Act-On will only push one field in this sync, as configured here.
• This push will not update the Salesforce field Email Bounced Date.