When syncing records to your Salesforce account, there are many options on how to send records and how quickly they will show for your sales team.
Considerations for your workflow include:
- Whether you are creating Leads or Contacts, or just updating existing records
- What data you need to synchronize, such as adding:
- Campaign Members
- Notes
- Events
- other Salesforce Objects
- What the source of that data is
- If you need special Duplicate Handling
The chart below provides an overview of these list sync options, what they can do, and how fast they can update Salesforce.
|
(Marketing List) |
(Marketing List) |
(Automated Program) |
Form Push | |
| Timing | scheduled |
Instant, near real-time
|
scheduled | Instant |
| Frequency | up to once per hour | continuous | up to once per hour | continuous |
| Create Lead | yes | yes | yes | yes |
| Create Contact | yes, only on a Salesforce Contact list | yes, only on a Salesforce Contact list | yes | no |
| Update existing records | yes | yes | yes | yes |
| Duplicate Management | uses Salesforce settings | uses Salesforce settings | custom | custom |
| Trigger(s) | schedule | any change to the record | schedule | form submission |
| Push to Campaign |
yes only available for lists that have not been imported from Salesforce |
yes only available for lists that have not been imported from Salesforce |
yes | yes |
| Add a Note | no | no | yes | yes |
| Add a Task | no | no | yes | no |
| Create Event | no | no | yes | no |
| Create additional objects | no | no | yes | no |