Embed Zoho creator form
Embed Zoho creator form and manage the tabs in the CRM:
Manage the alerts tab & Embed Zoho creator form: Synchronization attempts of Leads or Contacts could fail. The Alerts tab in Manage CRM provides you with insight into record failures.
Follow these steps to view errors and alerts for the CRM synchronization activity.
In the Organization Settings, go to CRM and Scoring Settings > Edit > Manage CRM > Alerts.
Select Sync Directory and the Date Range.
Enter the search criteria in the Search in Records
Click Filter to find records and get a better view for individual records which are fail.
Manage the settings tab
One of the synchronization features to populate custom Salesforce objects with individual are sent email metrics, resulting in data usage within your Salesforce org and can cause you to exceed your data usage allotment.
Follow these steps to manage Acoustic email activities sync volume for Salesforce.
In the Organization Settings, go to CRM and Scoring Settings > Edit > Manage CRM > Settings.
From the Settings tab, you can choose any of the following options:
Select Individual Metric Settings if you want to purge metrics after X days. Select the option Purge Individual Metrics after and enter the number of days.
The Purging utility reduces the amount of data being store in Salesforce.
You could use Opt-Out Email to create a bidirectional map between the Email Opt-Outfield found on Leads and Contacts Salesforce with the equivalent system Opt-Out in Acoustic Campaign.
Important:
Deciding if you wish to enable the checkbox before activating the synchronization are essential. It is highly recommend that you do not select the check box after the synchronization is activate.
The field gets map to the standard Email Opt-Out field in Salesforce. Ensure that the Salesforce integration user gets full read or write access to this field on both the lead & contact objects. If you are using Salesforce Professional Edition, ensure these fields gets add to the page layout. Since this field gets map bi-directionally, either system can opt-out the other record. Therefore, if a recipient of the email clicks on the link, the record automatically opt out of Acoustic Campaign. On the next sync, we will also update the Salesforce record to be opt out. Conversely, if a user marks a record as opt out in Salesforce, the matching twin record in Acoustic Campaign will also be opt out.
Important: If you enable Email Opt-Out Syncing option after going live, the mapping will get add as explain above. However, for previously synchronized records, an automatic reconciliation will not occur. For example, if you have opted out / synced contacts in Acoustic Campaign, you will need to update them in some way to cause the modified date to change, which would then cause force a sync to CRM and update the ‘Email Opt Out’ check-box accordingly.
Note: The feature does not purge email data within Acoustic Campaign.
If you designate Sync only those leads/Contacts where Sync to Acoustic Campaign option gets check in Salesforce for Sync Eligibility under Settings, then Acoustic Campaign syncs all the unconverted Leads and Contacts from Salesforce that have the Sync to Acoustic Campaign check box checked. The feature selectively synchronizes only those that have the box checked. Option suitable for companies with Leads/Contacts that must not sync into the Acoustic Campaign database.
If you designatise All Leads/Contacts for Sync Eligibility under Settings, Acoustic Campaign syncs all the unconverted Leads/Contacts from Salesforce. Option suitable for companies that share all the Sales Leads or Contacts with Acoustic Campaign and have no reasons to prevent Leads or Contacts from being added to the marketing database.
Note: The default selection Sync only those leads/Contacts where Sync to Acoustic Campaign option gets check in Salesforce for the Sync Eligibility setting. Once the Sync gets activate, this setting selected cannot be reverted.
Manage the credentials tab
Follow these steps to enter the Salesforce credentials.
In the Campaign’s left navigation menu, go to Settings > Administration > Organization Settings.
