Below you will find the most commonly asked questions and issues we receive about Salesforce, as well as their resolutions.
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How often does the integration Sync?
Our push integration is live so when you either select export, or a lead completes a step in a sequence, within a few minutes (barring certain processes in Salesforce) they should show up in Salesforce. The pull of Amplemarket will occur every 3 hours.
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Does the integration work with all Salesforce plans?
No, the integration requires Salesforce Enterprise or above, or Professional (with an additional API access added to your Salesforce plan)
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Can I use a Salesforce Sandbox in the integration rather than our primary for testing?
Yes, please contact the support@amplemarket.com for assistance with this.
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Can Amplemarket route inbound leads from Salesforce?
Yes, you will need to route them to an inbound workflow. Full tutorial on how to do this can be found here (link tbd)
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Does Amplemarket sync custom fields from Salesforce to the Amplemarket contact record?
No, we will not bring these additional fields in unless they are a part of the list that is pushed into Amplemarket from Salesforce through the import tool or if they are included in the inbound workflow.
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Does Amplemarket map to custom objects in salesforce?
Yes! You would decide these in your mappings
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Does Amplemarket push unsubscribe?
Yes, we can map to a boolean (or checkbox) field in Salesforce that you dictate from mappings and will update upon unsubscribe.
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What do activities look like in salesforce?
We log activities the same as if those activities were done manually so they will look identical to existing activities in your CRM.
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Why is my field not popping up as an option in mapping?
This is likely due to the type of field not being available. For each mapping option, we only pull the matching type. So for date fields, we will only pull date fields from Salesforce as available options to map. Make sure the field types match and it will appear.
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How can I access my call recordings in Salesforce?
Once call recording is active, we will include in the call activity to a link to the call which you can click on and listen!
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If you don’t select any Salesforce lead/contact/account field and values to exclude, what happens?
In this scenario no objects will be synced to the exclusion list.
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What happens if someone no longer matches the criteria to be excluded
Amplemarket will automatically remove them from your exclusion list.
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What types of Salesforce fields work with the Amplemarket exclusion list
Our exclusion list only pulls picklist and text type fields.
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Why are my leads not showing up in Salesforce?
There is likely an error occurring in your push. An admin will want to head to the integration page, and navigate to “logging” to see the error and resolve. See our Error Log Best Practices below for full consultation -
Why is the owner of the object in Salesforce always our admin?
This is likely due to Amplemarket not recognizing the user who pushed to Salesforce as a user. The fix is very easy, please update your login email under account settings to match your Salesforce user login
If you have any other questions regarding your Salesforce integration, please reach out to support@amplemarket.com.
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