Salesforce Data Push Features

  • Updated

Salesforce gives you several ways to move records from Act-On into your CRM, and each one behaves differently - how fast it updates, whether it creates new records or only updates existing ones, and what related data (like Notes or Campaign Members) it can carry along. Picking the right method for a given workflow depends on what you're trying to accomplish.

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
Why this matters: Using the wrong sync method can mean records show up in Salesforce late, missing related data, or not at all. Matching the method to the workflow keeps sales working from complete, timely records.

The chart below provides an overview of these list sync options, what they can do, and how fast they can update Salesforce.

Scheduled Push

(Marketing List)

Always Push

(Marketing List)

Create in CRM

(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

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