Points to Remember:
- When the data push process from Salesforce into Maropost runs, any contacts in the Maropost list that are not included in the Salesforce report will be automatically unsubscribed from the list. This process ensures that the set of active contacts in the Maropost lists is always in sync with those from your Salesforce report.
- The data push will run in batches of 2000 records each. Therefore, if you are pushing 10,000 Leads from a Salesforce report into a Maropost list, there will be 5 separate batches (equal to 5 API calls) to accomplish this push.
Creating a Salesforce Report to Import Leads and Contacts to Maropost
Perform the following steps to create a Salesforce report to transfer leads and contacts to Maropost:
Note: You must have Administrator access rights.
- Log in to Salesforce.org, which is connected to your Maropost for Marketing account.
Select Maropost from the App Menu, and then click on MP Accounts.
- Click the 'Set Up Maropost Account ....' link to view your Maropost Account configuration screen.
Enter a name in the 'Business Type' field, and click Save.
- Go back to the MP Accounts menu and click the link under the 'Account Mapped Lists' heading.
Click New to open the List Mapping configuration screen.
- Click Save to save the configuration and let the data push process run at the scheduled time. Or, click Save & Sync Now to save the configuration and run the data push process immediately.