Most of your sign-up data pushes to Salesforce automatically from your Forms. But sometimes you need to push data that's sitting in a Form Submission list instead -- here's how to set that up, and how to change it later.
Why this matters: Manually scheduling a push means sign-up data that didn't flow through automatically still makes it into Salesforce as leads or campaign members, on whatever schedule you choose.
Quick Reference (Advanced Users)
- Path: Lists > Other Lists > Form Submissions, list drop-down, Import/Export > Push to Salesforce.com.
- Push Trigger options: Always or Scheduled.
- Turn off a scheduled push from the same Schedule button, using Turn Off.
Push Form Submissions
- Go to Lists > Other Lists > Form Submissions.
- Hover over the list you want, & from the drop-down arrow on the right, click Import/Export > Push to Salesforce.com.
- Ensure Push to Salesforce is selected.
- Select at least one option for Data to Push:
- Add new records as Salesforce Leads.
- Update Existing Records. Click the link Select Push-Update Fields to choose what to update from the data on this list.
- Select the Push Trigger (Learn more)
- Always.
- Scheduled.
- Enable whether to Add, Update, or Push to Salesforce Campaign.
- If you're pushing the list data as a campaign:
- Select the existing Salesforce campaign or create a new Salesforce Campaign.
- Select the Salesforce status you want to set for the added and updated Campaign Members.
- Click the Schedule button & specify the frequency.
- Click the Save button to set the scheduled pushes.
Modify a Scheduled Push
- Go to Lists > Other Lists > Form Submissions.
- Hover over the list you want, & from the drop-down arrow on the right, click Import/Export > Push to Salesforce.com.
- Click the Schedule button.
- Modify the scheduled push as needed, or select Turn Off to cancel the scheduled pushes.
- Click Save.
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