NOTE: Your company administrator must install the Fugent Salesforce managed package in order for you to sync contact data, contact activities and meetings to Salesforce.
If your Salesforce integration is managed by a company administrator, the settings mentioned in this article will not be accessible.
Salesforce - Contact Sync:
Fugent users, with the necessary permission and whose firms have installed the Salesforce managed package, can sync contacts and contact activities to Salesforce. Contact activities can include interactions such as requests for a meeting, attending a meeting, opening or clicking on an email, viewing a website, downloading a file, etc. The activities can be stored within the contact record in Salesforce under the Fugent Activities object. In addition, some firms may use contact activities to feed custom reports.
Select the, "Contact Sync" tab to setup a new contact sync, manage an existing, reoccurring sync, or view sync history pictured below:
How Often Would You Like to Sync? The outlined area pictured below allows you to select how often you'd like Fugent to sync your contact records with Salesforce. If you wish to keep automatic syncs disabled, select, "Create Manual Sync" on the right side of your screen.
What Activities Would You Like to Include? Choose which contact engagements are synched with Salesforce pictured below:
Would you like Fugent to insert contacts into Salesforce? Choose whether to sync Fugent contacts without a matching email address to Salesforce pictured below:
Would you like Fugent to update basic information in the contact record?
The “Allow Basic Contact Record Updates” permission allows Fugent to help keep your contacts' basic information up-to-date in Salesforce. When you update a contact record in Fugent or your contact updates her information on a registration form (limited to name and email), Fugent will automatically update your contact record in Salesforce.
Fugent may update the following contact fields:
Email (only updated if the contact was previously imported into Salesforce)
*It is important to note that regardless of whether you give Fugent permission to update basic contact information in Salesforce, Fugent will update contact records with a Fugent ID. The Fugent ID allows Fugent to sync Fugent activities, such as meeting registrations, meeting attendance, email clicks, etc, to the contact record.
- Fugent will match contacts based on email addresses and Fugent associates a Fugent ID
- A second match is based on email address or Fugent ID
- If two contacts have the same email address, Fugent will use the oldest contact to associate activity
Fugent will schedule your contact sync at your selected time interval to transfer all contacts and previous activities selected. Depending on the time interval chosen, this process might take a while depending on the amount of data transferring.