Salesforce Integration and lookup fields in contact records

SupriyaK
Rookie

The salesforce to constant contact integration worked to pull in the contact fields for the import.  But the client name field is a lookup field in our contact records and it imported as a code of some kind.  Is there any way for a lookup field in the Salesforce record to important as the actual text?  

1 REPLY 1
William_A
Administrator
0 Votes

Hello @SupriyaK ,

 

It sounds like that's not going to be a compatible contact field type for import, if it's not setup like a standard field that can just have text entered into it. If the information we receive from Salesforce is the coding and not the actual text, then I wouldn't recommend including it as a synced field in the integration's setup. The next best workaround would be to manually export that info from Salesforce as a CSV file, assuming SF's export doesn't also have that info coded, and then manually import it into your Constant Contact account. 


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support
  • Avatar

    Featured Article

    Use Sections to Build Email Campaigns Faster and Improve Engagement Rates

    Using Sections while designing your marketing email not only increases your own efficiency but helps you to deliver a more friendly, organized message. Check out some of the key benefits of using sections in email.

    See Article
  • Avatar

    Featured Thread

    Casual Conversations: What's your go-to playlist?

    If you listen to music while you work, share your playlist below so we can be inspired and maybe find some new music!

    View thread
  • Avatar

    Featured Thread

    Ready, Set, Send Reflections

    The Ready, Set, Send Challenge has finished! Let's reflect on the wins and accomplishments over the last six weeks.

    Join challenge
Updates
Just Getting Started?

We’re here to help you grow. With how-to tutorials, courses, getting-started guides, videos and step-by-step instructions to start and succeed with Constant Contact.

Start Here

73% of SMBs express doubt that their marketing strategy is effective. Does this sound familiar? Read our Small Business Now Report to learn how you can tweak your strategy to see better results.

Go read our article
Upcoming Webinars
NOV 14
'Tis the Season for Last-Minute Holiday Marketing
2PM - 3PM EST