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CRM Administration Setup and FAQs

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    The CRM Administration Panel controls how data is synchronized between Salesforce and your Act-On account.  Here you can configure the frequency of object synchronization and the object fields you choose to import into your account for use in segmentation, personalization, and reporting.

    Features enabled by the CRM Administration sync:

     

    Prerequisite for using the CRM Administration feature

     

    Set Up CRM Administration

    Follow the steps below to set up your CRM Administration sync.

    1. Log in to Act-On as a Marketing or Admin user
    2. Navigate to Settings > CRM Administration
    3. Select the fields you want to sync from each of the Objects (represented as tabs in Field Selection).
      • Note: Some fields are required for out-of-the-box reporting and other standard functionality in Act-On. These fields are pre-selected in the Field Selection section of the CRM Administration page and cannot be removed.
    4. Select a Recurring Synchronization period. (Read the next section of this article for more information on syncing CRM data.)
    5. If you choose to utilize Act-On's built in Opt-In/Out Synchronization, that can also be configured here. 
    6. Select Update to save your changes.

     

    Schedule and Run a CRM sync

    Schedule the Recurring Synchronization so that it runs prior to your individual list syncs.

    • Why? This will allow any list segments that are relying on relational data (eg Opportunities) to update.

    Use the Synchronize Now button to synchronize all selected fields on-demand.

    • Why? You can use this to sync newly added fields for immediate use rather than waiting for your regularly scheduled sync.

     

    FAQs

    How is the CRM Administration sync different from a List sync?

    Sync Type

    Pull

    Push

    CRM Administration

    CRM schema (object and field metadata)

    Object types:

    • Lead
    • Contact
    • Accounts
    • Opportunities
    • Campaigns
    • Owners

    Data for selected fields in the CRM Administration page. These selected fields may be used for:

    • Reporting
    • Segmentation
    • Personalization

    Email Opt-In/Opt-Out (if checked)*

    Email Opt-In / Opt-Out (if checked)*

    Does not push list data for Contact or Lead objects. This is done in a List sync.

    Marketing List Sync

    List of records for the following Object types:

    • Lead
    • Contact
    • Campaign

    CRM Reports

    Target lists (SugarCRM)

    Fields selected in Pull-Update settings**

    Fields selected in the Push-Update settings for each list.

    Does not push Reports or Target lists (SugarCRM).

    *Opt-In/Opt-Out syncing via the CRM Administraton panel is currently not available for SugarCRM. 

    **These fields are available after running a sync in CRM Administration.

     

    Which CRMs are available with this feature?

    At this time, the CRM Administration panel can sync with:

    • Microsoft Dynamics
    • Salesforce
    • SugarCRM*

     *Opt-In/Opt-Out syncing via the CRM Administraton panel is currently not available for SugarCRM. 

     

    Which CRM objects are supported?

    The CRM Administration panel currently supports importing data from these CRM entities:

    • Leads
    • Contacts
    • Opportunities
    • Accounts
    • Campaigns
    • Campaigns (associated with Opportunities)
    • Owners
    • Groups

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