Best practices for Salesforce Integration when contacts are currently in CC but not Salesforce
Hi! We are just implementing Salesforce for our organization and our contacts are in CC, but not in Salesforce yet. I understand that the SF integration is one-way, from SF to CC, except for the unsubscribe sync. (Via, the Email Opt-out field in SF.) Once setup, I want a regular SF to CC sync for future SF contacts and then also for all contacts to sync the unsubscribe field. And I wouldn't want to overwrite CC contact history data. What would be best practice for the integration in this case? Also, I am assuming that any new subscribers in CC would need to manually be added to Salesforce? Thanks!
10 replies
Best reply by William A
Hello @MaggieS077 ,
To get your Constant Contact contacts into your Salesforce database, you can just export them as a CSV file from our side, then import them on the SF side.
Once you've imported the contacts into SF, you don't need to worry about anything else. When you sync the next time, the only way any contact info is changed in CTCT is if the Salesforce record has different information (like name, address, etc.), otherwise it won't affect contact engagement history or individual emails' reports.
