Salesforce FAQ

FAQ

Why can't I see my Salesforce campaign in the SF campaign dropdown?

The SF campaign must be:

• marked as ‘Active’ in Salesforce
• accessible by the StoneShot/Salesforce user
• in the 250 most recent campaigns (by last modified date)

Can we sync with leads, contacts and person accounts?

Yes, we can sync contacts, leads and person accounts. Contacts sync by default, so if you find that leads or person accounts are not syncing, then please let us know and we can enable this in your sync settings.

What’s the difference between a field sync, report push and marketing list push?

The field sync automatically runs every few minutes and keeps all fields in sync. Report push and campaign member list push only syncs the contacts in the list when pushed across to the StoneShot platform.

Which fields are synced and when on new contact creation, list push and overnight sync?

The sync agent runs every few minutes and checks for any changes to CRM records since the last sync. If any updates are found, it then pushes them to the StoneShot platform. Then we have:

1. New contact creation – If “Auto create contacts in StoneShot” is enabled, then the sync agent will automatically create the record in StoneShot and sync any mapped fields.
2. Campaign member list / marketing list push – This will push all campaign members to StoneShot and sync any mapped fields
3. Overnight sync – The full overnight sync agent does a full compare between the two platforms and then updates the StoneShot platform with values from Salesforce (dependant on the rules around how data is pushed between the two platforms). So, this sync doesn’t just look at what has been updated in Salesforce but also new contacts that have been created.

Can StoneShot activity sync back to Salesforce campaigns?

Yes, StoneShot activity is automatically synced, however, event activity might require your event to be manually linked to your Salesforce campaign (depending on your sync settings).

How do I create a Salesforce user?

We can’t create a Salesforce user, but your CRM team should be able to do that. We can then link your StoneShot account to your Salesforce account if needed.

How can I get my Salesforce contacts into StoneShot?

Below are a few ways you can get your Salesforce contacts into StoneShot:

1. Push a campaign member list
2. Import Salesforce report
3. Import CSV by Salesforce ID
4. Auto create contacts in StoneShot when they are created in Salesforce. Please note this only applies to new contacts, not existing contacts. (To enable this, you would need to go to Setup > Workflow Rules in Salesforce. There, you will see a workflow rule called “Add contact to StoneShot” – you’ll need to enable that)

Do all contacts added to Salesforce get added to StoneShot?

No, unless you have “Auto create contacts in StoneShot” Salesforce option enabled.

How do I add contacts in StoneShot to Salesforce?

In Salesforce we have a “contact management” tab containing a number of reports including “new contacts/leads” reports.

Why do some contacts not show in the "new contacts" report in Salesforce?

The “new contacts” report shows all new contacts excluding those that were created via an import.

Can I sync a Salesforce list with a StoneShot one?

You can if you use a StoneShot dynamic list and sync segments from Salesforce, however, you can’t sync a campaign list or report – those need to be pushed each time.

What account type do I need to have as the sync user? Is it a standard user or system user?

Any user as long as the account has admin permissions and access to contact and company data in the CRM.

Which kind of Salesforce fields can we sync to/from?

We can sync text fields, checkboxes and dropdowns (single select). However, we cannot sync multi-select fields.

Where can we see StoneShot data objects in Salesforce and how do we use them in Salesforce Reports?

Salesforce admins can view StoneShot data in the object area of Salesforce. All users can create CRM reports based on these CRM objects.

How often do data objects update?

The frequency depends on your StoneShot account settings, but the default is every few minutes.

Why am I seeing duplicate contacts in StoneShot created by Salesforce?

Invariably it’s because you have multiple records in Salesforce.

How do I add additional fields to the field mapping in Salesforce?

Only Salesforce the sync user/admin can add additional fields. To do this, follow the below steps:

1. Click on the cog icon in the top right hand corner of the StoneShot tab in Salesforce.
   
2. Scroll to the bottom of the page and click on the “Configure” button at the bottom of the “Field Mappings” section.
   
3. Add all the relevant fields. Note: each field can be mapped separately, with either CRM or StoneShot as the master, or bidrectional.
   

I can't add any more fields to the Salesforce sync - is there a limit?

There is no limit, you might have to zoom out to see the configure button to map more.

Why has the sync stopped working?

The most common issues are:

1. When a sync account:
   • is not authenticated
   • is disabled/inactive
   • does not have valid credentials
2. If a StoneShot field has been deleted while mapped in Salesforce/Dynamics

If unsure, then please email support@stoneshot.com.

How do I sync a StoneShot event with a Salesforce campaign?

It depends on your account’s event settings. It’s usually setup to automatically create a SF campaign upon creating an event. Otherwise, you’ll need to manually map the event to the Salesforce campaign via the Salesforce campaign dropdown in the event session settings.

Why can't I see my Salesforce campaign in the SF campaign dropdown?

The SF campaign must be:

• marked as ‘Active’ in Salesforce
• accessible by the StoneShot/Salesforce user
• in the 250 most recent campaigns (by last modified date)

What happens when a SSO user is disconnected in Salesforce?

The user will no longer be able to login using SSO.

What’s configurable on the SF embeds and which parts can be removed?

By clicking the cog icon on the top right of the page you can add, remove and arrange stats/charts on your dashboard.