Understanding Salesforce Sync

Lead Gen & CRM seamlessly syncs with Salesforce. This enables easy data transfer.

This article provides a description of the synchronization logic process but it does not provide procedures to synchronize campaigns.

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Article Contents

• Regarding Lead Gen & CRM Sales Integration
• Connecting Salesforce and Lead Gen & CRM
• Relationships and Directions
• Understanding Campaign Synchronization
• Understanding Opportunity Synchronization
• Understanding Lead Synchronization
• Understanding Event Synchronization

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Regarding Lead Gen & CRM Sales Integration

Once you have successfully connected Salesforce to Lead Gen & CRM, the Accounts, Pipeline, and Reports sections of Lead Gen & CRM will be removed. While you can still open the Sales toolbar, all sales activity is expected to be conducted within Salesforce. 

Once the integration is complete, the Salesforce opportunity name will be displayed in the Memberships tab of the associated Lead Gen & CRM contact's record.

For more information regarding integrating Salesforce with Lead Gen & CRM, refer to Salesforce Integration Overview.

Connecting Salesforce and Lead Gen & CRM

The sync between Salesforce and Lead Gen & CRM is one-to-one, meaning you can only connect one instance of Salesforce to one instance of Lead Gen & CRM.

Relationships and Directions

The following table shows the relationship type and sync direction between Salesforce and Lead Gen & CRM.

The differences between push, pull, and two-way directions while mapping fields are as follows:

Understanding Campaign Synchronization

Campaign synchronization is a two-way process. The logic for the synchronization is as follows:

1. Query campaigns edited on SalesForce since the last sync.
2. Obtain a list of all Lead Gen & CRM campaigns, indexed by Salesforce ID.
3. For every campaign in the Salesforce list, attempt to find a campaign in Lead Gen & CRM with the given Salesforce ID.
4. If the campaign does not exist in Lead Gen & CRM, insert the campaign.
5. If the campaign exists in Lead Gen & CRM, do one of the following:
   
     •   If the campaign was more recently modified in Salesforce, update it in Lead Gen & CRM.
   
     •   If the campaign was more recently modified in Lead Gen & CRM, update it in Salesforce.
   
6. Obtain a list of campaigns modified in Lead Gen & CRM since the last sync.
7. For every campaign in the Lead Gen & CRM list, if the campaign is active and does not have a CRM Campaign ID, push it to Salesforce.

Understanding Opportunity Synchronization 

Opportunity synchronization pulls from Salesforce. The logic for the synchronization is as follows:

1. Obtain all opportunities modified in Salesforce since the last sync.
2. For every opportunity in the Salesforce list, do the following:
   
     •   Obtain the campaign attached to the Salesforce opportunity in Lead Gen & CRM.
   
     •   Obtain the account attached to the Salesforce opportunity in Lead Gen & CRM.
   
     •   Obtain the deal stage in Lead Gen & CRM for the Salesforce opportunity if the stage 
          does not exist.
   
3. If an opportunity exists in Lead Gen & CRM with the given SalesForce ID, do the following:
   
     •   Update account, campaign, and deal stage association for the opportunity.
   
     •   Update the opportunity name with the Salesforce name.
   
4. If the opportunity does not exist in Lead Gen & CRM, create a new opportunity in Lead Gen & CRM.
   

Understanding Lead Synchronization 

Lead synchronization is a two-way process. The logic for the synchronization is as follows:

1. Obtain all leads modified in Salesforce since the last sync.
2. For every lead in the Salesforce list, attempt to find the lead in Lead Gen & CRM by CRM ID or email address.
3. If the lead exists, resolve field conflicts in every lead field in favor of pushing to Salesforce or pulling from Salesforce. 
4. If the lead does not exist, create the lead in Lead Gen & CRM.
5. ​If the lead is associated with the given opportunity in Salesforce, associate the lead with the given opportunity in Lead Gen & CRM.
6. Find all leads in Lead Gen & CRM modified since the last sync.
7. Find all leads in the Lead Gen & CRM list that were not just pulled by Salesforce.
8. For each lead, do the following:
   
     •   If the lead is a contact, do not push it.
   
     •   If the lead already has a CRM ID, do not push it.
   
     •   If Last Name, Company, and Email are set, push it.
   

Regarding Personal Accounts

Lead Gen & CRM does not support personal accounts. You cannot sync accounts in Salesforce with contacts or leads in Lead Gen & CRM. The sync primarily syncs contact objects and lead objects from Salesforce with contacts and leads in Lead Gen & CRM. While the sync can pull account name data from Salesforce into Lead Gen & CRM, it is only to be associated with a linked contact or lead. 

Personal accounts in Salesforce live in their Contacts tab. They are different entities altogether, but are housed on the Contacts dashboard. This can cause confusion when Salesforce users assume they are syncing everything in their Salesforce Contacts and Leads tabs, but all of the entities that occupy that dashboard may not necessarily be contact or lead objects or entities.

Understanding Event Synchronization

Event synchronization pushes to Salesforce. The logic for the synchronization is as follows:

1. Pull down all Lead Gen & CRM events that have happened since the last sync.
2. For every event, if the event’s referenced lead has a Salesforce ID, do the following:
   
     •   Grab the what object from the event.
   
     •   Create a description of the event, based on the object of the event.
   
     •   Push that event to Salesforce.