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Salesforce Checkboxes

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8 comments

  • Phil Bosley
    Act-On definitely can read check box values. They typically come through as 1 and 0.

    I suggest double checking the populated field value in Act-On for your segmentation.

    Field free to Post screen shots and I’m happy to take a look.

    Phil

    Sent from my iPhone

    ------Original Message------

    Hi all,

    We have a custom checkbox on our Salesforce Accounts for those in our marketing list - which Salesforce sees as either True or False.

    However, when I tried to create an account list in Act-On for those marked as true, it turns out that Act-On does not recognise either the true or false value - just leaving a blank.

    Is there anything I can do to sort this?

    Many thanks,

    ------------------------------
    Liam Innes
    Trade Interchange
    ------------------------------
  • Liam Innes
    Hi Phil, 

    Thanks for your help so far. I have tried segmenting with 1 and 0, but to no avail. 

    I have looked at checkboxes in Salesforce that pull through to Act-On at a contact level, and they are determined as either true or false. But for some reason, it doesn't seem to like this checkbox at an account level. 

    Many thanks,

    ------------------------------
    Liam Innes
    Trade Interchange
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 02-22-2019 00:25
    From: Phil Bosley
    Subject: Salesforce Checkboxes

    Act-On definitely can read check box values. They typically come through as 1 and 0.

    I suggest double checking the populated field value in Act-On for your segmentation.

    Field free to Post screen shots and I'm happy to take a look.

    Phil

    Sent from my iPhone


    Original Message------

    Hi all,

    We have a custom checkbox on our Salesforce Accounts for those in our marketing list - which Salesforce sees as either True or False.

    However, when I tried to create an account list in Act-On for those marked as true, it turns out that Act-On does not recognise either the true or false value - just leaving a blank.

    Is there anything I can do to sort this?

    Many thanks,

    ------------------------------
    Liam Innes
    Trade Interchange
    ------------------------------
  • Jordan Cunningham
    Act-On cannot sync account fields (from what I have been informed)

    ------------------------------
    Jordan Cunningham
    Geonetric Inc
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 02-22-2019 05:41
    From: Liam Innes
    Subject: Salesforce Checkboxes

    Hi Phil,

    Thanks for your help so far. I have tried segmenting with 1 and 0, but to no avail.

    I have looked at checkboxes in Salesforce that pull through to Act-On at a contact level, and they are determined as either true or false. But for some reason, it doesn't seem to like this checkbox at an account level.

    Many thanks,

    ------------------------------
    Liam Innes
    Trade Interchange
    ------------------------------

    Original Message:
    Sent: 02-22-2019 00:25
    From: Phil Bosley
    Subject: Salesforce Checkboxes

    Act-On definitely can read check box values. They typically come through as 1 and 0.

    I suggest double checking the populated field value in Act-On for your segmentation.

    Field free to Post screen shots and I'm happy to take a look.

    Phil

    Sent from my iPhone


    Original Message------

    Hi all,

    We have a custom checkbox on our Salesforce Accounts for those in our marketing list - which Salesforce sees as either True or False.

    However, when I tried to create an account list in Act-On for those marked as true, it turns out that Act-On does not recognise either the true or false value - just leaving a blank.

    Is there anything I can do to sort this?

    Many thanks,

    ------------------------------
    Liam Innes
    Trade Interchange
    ------------------------------
  • Phil Bosley

    It can with the ABM module.

     

    Philip Bosley | CEO & Marketing Strategist
    Mobile: 530.401.7762
    Email: phil@tacticalma.com

     

    Schedule Time On My Calendar

     

    image001.png@01D4A41A.A9BBD030

     



    ------Original Message------

    Act-On cannot sync account fields (from what I have been informed)

    ------------------------------
    Jordan Cunningham
    Geonetric Inc
    ------------------------------
  • Jordan Cunningham
    We have the ABM module, but were told you cannot create lists based off account fields in Act-On. If this is not true, please show me how you add additional fields to sync to accounts in Act-On, and how list segmentation would work.

    ------------------------------
    Jordan Cunningham
    Geonetric Inc
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 02-22-2019 16:19
    From: Phil Bosley
    Subject: Salesforce Checkboxes

    It can with the ABM module.

     

    Philip Bosley | CEO & Marketing Strategist
    Mobile: 530.401.7762
    Email: phil@tacticalma.com

     

    Schedule Time On My Calendar

     

    image001.png@01D4A41A.A9BBD030

     




    Original Message------

    Act-On cannot sync account fields (from what I have been informed)

    ------------------------------
    Jordan Cunningham
    Geonetric Inc
    ------------------------------
  • Phil Bosley

    So Act-On manages by Contacts, as it's designed to target people.

     

    You can't make a list of 'Accounts' because they are not people, however using SFDC, all Contacts are people that are associated to Accounts.  As such, in your Contact sync, you will select the option to segment by 'CRM' as seen below:

     

    Once you have done so, you can select whether to segment from Account or Opportunity data and then the appropriate field(s) and criteria as seen below:

     

    This help?

     

     

    Philip Bosley | CEO & Marketing Strategist
    Mobile: 530.401.7762
    Email: phil@tacticalma.com

     

    Schedule Time On My Calendar

     

    image001.png@01D4A41A.A9BBD030

     



    ------Original Message------

    We have the ABM module, but were told you cannot create lists based off account fields in Act-On. If this is not true, please show me how you add additional fields to sync to accounts in Act-On, and how list segmentation would work.

    ------------------------------
    Jordan Cunningham
    Geonetric Inc
    ------------------------------
  • Phil Bosley
    The same process works for SugarCRM and Dynamics.

    ------------------------------
    Phil Bosley
    CEO, Tactical MA
    Act-On Professional Services Partner
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 02-22-2019 16:36
    From: Phil Bosley
    Subject: Salesforce Checkboxes

    So Act-On manages by Contacts, as it's designed to target people.

     

    You can't make a list of 'Accounts' because they are not people, however using SFDC, all Contacts are people that are associated to Accounts.  As such, in your Contact sync, you will select the option to segment by 'CRM' as seen below:

     

    Once you have done so, you can select whether to segment from Account or Opportunity data and then the appropriate field(s) and criteria as seen below:

     

    This help?

     

     

    Philip Bosley | CEO & Marketing Strategist
    Mobile: 530.401.7762
    Email: phil@tacticalma.com

     

    Schedule Time On My Calendar

     

    image001.png@01D4A41A.A9BBD030

     




    Original Message------

    We have the ABM module, but were told you cannot create lists based off account fields in Act-On. If this is not true, please show me how you add additional fields to sync to accounts in Act-On, and how list segmentation would work.

    ------------------------------
    Jordan Cunningham
    Geonetric Inc
    ------------------------------
  • Jordan Cunningham
    Thank you!

    ------------------------------
    Jordan Cunningham
    Geonetric Inc
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 02-21-2019 06:18
    From: Liam Innes
    Subject: Salesforce Checkboxes

    Hi all,

    We have a custom checkbox on our Salesforce Accounts for those in our marketing list - which Salesforce sees as either True or False.

    However, when I tried to create an account list in Act-On for those marked as true, it turns out that Act-On does not recognise either the true or false value - just leaving a blank.

    Is there anything I can do to sort this?

    Many thanks,

    ------------------------------
    Liam Innes
    Trade Interchange
    ------------------------------

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