You can leverage the power of Salesforce to update Salesloft with any Sendoso activity. In order to do this, you’ll need to ensure that your active Campaigns already have SFDC campaigns tied to them.
Once you’ve verified that your active Campaigns are tied to Salesforce campaigns, you’ll need to push the campaign member statuses to the Contact or Lead object. The three steps are below.
1. Create a new SFDC field on the Contact or Lead object.
In Salesforce, go to Setup > Objects and Fields > Object Manager > Choose Contact/Lead > Fields and Relationships > New
For Data Type, select Picklist and hit Next. Give the field a name that will be easy to recognize, e.g. “Sendoso Delivery Status”
For the Values, select the second option labeled “Enter values, with each separated by a new line”. Add the desired values*, e.g:
Sent
Clicked
Confirming Address
Opened
Processing
Shipped
Delivered
Used
Expired
Canceled
Hit Next.
*You can choose to add or omit any campaign member statuses you wish. Add the delivery statuses that will be relevant to what you need to see in Salesloft.
On the next screen, select the profiles to which you want to grant edit access to this field via field-level security. The field will be hidden from all profiles if you do not add it to field-level security. Click Next.
Add the field to any desired page layouts and click Save.
2. Create a flow in SFDC to push campaign member statuses to the new field you created.
Start by going to Setup > Process Automation > Flows > New Flow
On the next screen, select Record Triggered Flow and then click Create.
For the Object type, type Campaign Member into the text field and select it once it displays.
Under “Configure Trigger”, select to Trigger the Flow when a Record is updated.
Under Set Entry Conditions, Set the Condition Requirements to “Any Condition is Met (OR)”, and begin adding the same Campaign Member Statuses you added to your Contact/Lead field.
Do this by selecting “Status” as your field, using “Equals” as your Operator, and then select the statuses from the Value drop-down.
To finish up your trigger, under “When to Run the Flow for Updated Records”, select “Every time a record is updated and meets the condition requirements”, and then Optimize the Flow for “Actions and Related Records”. Click Done.
Next, it’s time to configure the action that will update your contact record field. From the Flow Builder screen, click on the plus sign to add your action.
From the Add Element screen, select “Update Related Records”.
After giving this action a label, make sure you select to “Update records related to the campaign member that triggered the flow” from the picklist, and choose the Contact as the related record from the drop-down.
Next, find your new field under “Set Field Values for the Contact Records”.
To retrieve the Campaign Member status as the Value, first click into the drop down under Value and under “Global Variables”, select Campaign Member, and then find “Status”. Your final screen should look like the below:
Click Done.
Now you can Save your Flow, Test and Activate it when ready.
3. Create a corresponding field on the Person object in Salesloft and sync it unidirectionally from CRM > Salesloft
Start by going into Settings in the top right corner. In the left hand side menu, click into Field Configuration and click Create Custom Field.
Give the field a name, e.g. Sendoso status. For field type, choose Picklist. Add all the relevant statuses.
Congratulations! You’ve successfully synced Sendoso delivery statuses into Salesloft. Now you can use this field to create Triggers and incorporate the statuses into your Sequences and Templates.
For additional training on the platform, we recommend checking out Sendoso University courses. These courses are designed to help you be as successful as possible using Sendoso.
For troubleshooting or answers to frequently asked questions, check out our Help Center. And, of course, should you run into any issues or if you have any questions, feel free to contact our Support Team!