Next week (March 22-26, 2021), the CRM Administration page will be replaced with the new and improved Data Management page. So let’s have a look at what this change means for you and why we think you are going to love it.
Data Management, found via Settings in the navigation, will be visible for any account that has successfully configured the Connector for Salesforce, Microsoft Dynamics, SugarCRM, and Netsuite, just like CRM Administration is today. Once connected to your CRM, Data Management offers all the settings you need to sync the data related to the contacts stored in your CRM-synced marketing lists. Just like the older page, you can set the schedule that dictates how frequently the data is updated from the CRM, how you wish to sync Opt-Outs, and which fields from each synced data object you wish to make available for segmentation and personalization within Act-On.
There are plenty of reasons to come check out the new Data Management page. The most noticeable addition to Data Management is an all-new Automatic sync scheduling option. When selected, the Automatic scheduling option will sync the related data from your CRM roughly once per hour. This is the best way to keep your segments up to date with the latest data from your CRM and ensure your Opt-Outs are kept in sync and is the fastest interval we have offered so far. Of course, the new Data Management is faster and better looking than ever before with handy features sprinkled throughout to make managing your CRM sync schedule and related data a snap. Things like the new banner that helps you save or discard changes as you go, the clearer sync result recording, and the more organized view of your related data objects and the way fields are selected for use in Act-On.
But there is plenty that isn’t changing. Starting with those of you who have already configured your sync and fields - all of your settings will be carried over. In fact, the new page is fully backwards compatible and offers all the same functionality, albeit in some different locations at times. Our in-depth documentation article will be updated on the day of the release to provide more information and an in-app walkthrough will help you get your bearings
Finally, I want to mention that this is just the beginning for the Data Management area of the application. Looking to the future, you can expect to move more and more of your data management activities to this part of the application. Think: uploading and managing the sync of your contacts; managing extension lists; connecting with your CRM or setting up sFTP file-syncs. We have lots planned for this new, central home for data management and synchronization so stay tuned!