Syncing Hard Bounces with Salesforce

  • Updated

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 an update of the hard bounce status over to Salesforce.

Prerequisites

Instructions

If your SalesForce data is syncing with All Contacts:

Add a Hard Bounce field to your All Contacts list

  1. Ask your Salesforce administrator to identify the field in your Salesforce account that will contain Hard Bounce data. You will need the field name and its data type for leads and contacts.
    • The default is EmailBouncedReason, which is a text field.
    • You can also populate EmailBouncedDate.
  2. In Settings > Data Management, add a custom field or fields to your All Contacts data schema.
  3. Map that field to the SalesForce Leads / Contacts hard bounce field.
  4. Make sure that "Allow push" from Act-On to SalesForce is set:

Data map email bounce.jpg

 

Create a List Maintenance program to populate the field

  1. In Automation > List Maintenance, create a new program.
  2. For the source, from the All Contacts option choose the "Contact Preferences" filter and select the "Hard Bounces" segment.
  3. Set the program to run on a schedule daily or weekly.
  4. Using the Change Field step, configure the "Email Bounced Reason" to be set to Hard Bounce.
  5. If desired, do the same for the Email Bounced Date field, setting it to "current date".

Set field to hard bounce.jpg

Tip:  If you have a large contact list, create a segment that identifies contacts where the "Email Bounce Reason" field is blank. Limit the step(s) to apply only to contacts in that segment. This is especially important if you are setting the bounce date to avoid resetting it on all contacts each day. 

 

If your SalesForce data is syncing with Marketing Lists:

Set up the Hard Bounce field and value

  1. Ask your Salesforce administrator to identify the field in your Salesforce account that 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 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”).
  6. 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 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 a 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.

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