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Act-On Software

Adding Columns to a Synced Salesforce List

AUDIENCE:  Administrators, Marketing Users
OBJECTIVES: Learn how to add newly-created Lead/Contact fields in Salesforce to Act-O

If you need to add columns to your list of Salesforce Leads and Contacts, follow this process to make sure data stays aligned between systems.

This process applies when:

  • You have added new fields in Salesforce and want that data in Act-On
      or
  • You want to sync fields from Salesforce that you did not select previously

To update your list:

  1. Navigate to Contacts > Marketing Lists
  2. Hover over the All Salesforce Leads/Contacts Lists, and click the drop down arrow
  3. Click Import/Export then Salesforce.com Sync Setup
  4. Click Add List Columns
  5. Add new columns to your list
  6. Click Run Now to sync immediately
    Note: If you choose not to run the sync immediately, the next scheduled sync will import the new field from Salesforce
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