Swift Digital for Salesforce Integration
Manual and Glossary
Salesforce General FAQ folder
- How do I select a swift score to share with SF
- How do I view activities by Swift event types in Salesforce?
- Salesforce Integration Video Tutorials
- I want to add more than 200 customers to a mailgroup at a time, but using 'list view' I can only do 200 at a go.
- I am unable to create a mailgroup at SF
- Can we mark the attendance status of event attendees within Salesforce? See all 10 articles
Setup and Configuration FAQ
- How do I view mailgroup activities in Salesforce Campaign?
- What is the best practice when creating lists to send to? i.e. would we create lists in Salesforce or SwiftDigital?
- What if I don't want any new Swift Digital members in a shared mailgroup to be added into my Salesforce account?
- If I export a list of both Swift Digital and Salesforce members and re-upload them into Swift Digital, will the new "subscribe info" state 'uploaded by user'?
- What happens when mapped fields are of different field types? Such as single text field matched with drop down fields?
- Why does the number of members differ between the Swift mailgroup and Salesforce mailgroup? See all 18 articles
Synchronisation
- My contact/lead's details are not showing the latest data from Swift
- After the first sync, Can I update the members information but retain the swift person ID?
- Why is that some mailgroups are not being created at Salesforce?
- What is an API call and what is my limit?
- How long does it take to sync between Salesforce and Swift Digital?
- How does it handle syncing contacts that are not in Salesforce? See all 12 articles