Support Center | The Basics | Creating Salesforce Records

Creating Salesforce Records

  • Create Salesforce Contacts or Leads

  • Map additional fields

When you connect Salesforce to Campaign Monitor, synced Campaign Monitor subscriber list members are matched with your contacts and leads by email address. Those contacts and leads are then updated accordingly. By default, contacts or leads aren't created using Campaign Monitor data. You can change this behaviour for each subscriber list, so if a matching contact or lead isn't found when syncing, we will attempt to create it.

Creating Salesforce Records

  1. In Salesforce, go to the subscriber list tab.

  2. Select the subscriber list you want to work with by click the list name.

  3. Select Create Records from the vertical navigation.

  4. Click the Edit button.

  5. Click on the Create Salesforce Record Action dropdown and choose to create contacts or leads.

  6. Click Save.

Ensure all Salesforce required fields are either mapped or have default values otherwise records may not be created.

Changes only apply to new subscribers. If you would like to retrospectively create new Salesforce records from existing subscribers, Reset Stored Data for "Subscriber list members".

In this article

Related articles

Was this article helpful?

Thank you. Your feedback has been received!
Oops! Something went wrong while submitting the form.

If you have any questions please click here

© 2017 Beaufort 12 Limited is a company registered in England and Wales with company number 8174703
Privacy Policy | Terms & Conditions | Cancellation Policy