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?
- When I uncheck all mail groups in Swift Digital from sharing will they still appear in Salesforce?
- If I delete a Salesforce created mail group will it be deleted in the Swift Digital too?
- When I create a new mailgroup in Salesforce, will it automatically sync with Swift Digital?
- Will Swift Digital members in a shared mail group who are unsubscribed or bounced be brought into Salesforce?
- Can I attempt to match members by uploading a CSV file that contains Salesforce ID into Swift Digital?
- When a new lead is added to Salesforce due to the integration - I want to merge it with an existing contact, while maintaining the Swift person ID what do i do?
- When a new lead from Swift Digital arrives and an existing lead already exists in Salesforce, I end up with duplicate leads what should I do?
- Do Salesforce email address fields have the same validation as Swift Digital? Why is that some email addresses are not added to Swift Digital?
- What does the "New Salesforce Records" mean at the Salesforce configuration page?
- When I create a new mailgroup in Salesforce after the integration, will the mail group be automatically made into a shared Swift Digital Mail Group?
- Why does the number count in Salesforce and Swift Digital differ in the same shared Mail Group?
- What Salesforce version is required for the Integration to work