The Action Network can sync with Salesforce, providing two-way communication on email list subscribers, action histories, donation data, custom fields, and the like.
Access to Salesforce sync is currently a partner feature, available to those who make a recurring monthly donation to support our toolset. Click here to contact us to discuss a partnership.
Once you have access, Salesforce sync features and setup instructions can be accessed from the "API & Sync" link available in the "Start Organizing" menu.
NOTE: Do not link more than one Action Network list with a single Salesforce installation.
Salesforce sync details:
Sync with Salesforce runs approximately hourly and runs in both directions, though actual run times can depend on data volume and other factors.
What is synced
We sync activists in Action Network to Contacts in Salesforce, including first and last name, email address, street address, city, state, and zip/postal code, plus any custom fields you've set up to sync above. The custom fields must be created on Salesforce for them to sync and must be the "Text Area (Long)" type. If you want them to match with custom fields you use on the Action Network, make sure the field name in Salesforce matches the name in the Action Network. You cannot sync custom fields with spaces in their names.
We sync subscription status in Action Network as membership in the Action Network Subscribers Campaign we create in Salesforce when you set up sync. If a Contact is in that campaign, they are subscribed to receive email in Action Network.
We sync action history as Campaigns in Salesforce, with each action in Action Network becoming a Campaign in Salesforce, and Contacts being added to that Campaign if they take that action. This has three exceptions: Uploads, ticketed events, and event campaigns are not synced as Campaigns.
We sync donations in Action Network as Opportunities in Salesforce, attached to the Action Network Donations account. Recurring donations are stored in the Action Network Recurring custom field, indicating the period at which they repeat. You may have to customize your view to see this extra field. Note that ticketed event purchases are not synced as Opportunities.
Adding contacts to the Action Network from Salesforce
When sync begins, we create a master Campaign in Salesforce called Action Network Subscribers. To add Contacts in Salesforce to your Action Network list, add them to that campaign. An action called Salesforce Users will show up in your Action Network targeting interface allowing you to target these people. To unsubscribe Contacts in the Action Network, remove them from this Campaign in Salesforce.
We match on either side based on email address, so if a Salesforce Contact or Action Network activist isn't found by email, a new one will be created.
Contacts that don't have an email address or have a malformed email address will not be sent to the Action Network or vice-versa to Salesforce. Contacts without zip codes will not be geocoded in the Action Network. Contacts without last names in Action Network will have their email address used as their last name in Salesforce.
We sync first name, last name, email address, street address, city, state, and zip code, plus other custom fields you input on this page. We cannot at this time sync other Salesforce "core" fields like phone number, country, etc...
Edits you make to Contacts will sync with the Action Network and vice-versa with one exception: Changing an email address on Salesforce will stop sync for that Contact.
Adding action histories to the Action Network from Salesforce
You can add actions to your action list in our targeting interface by creating Campaigns in Salesforce that have the Action Network Subscribers campaign as their parent. Contacts must be added to both campaigns to show up on your Action Network email list.
You can also add Contacts in Salesforce to action Campaigns that originated in the Action Network. However, you cannot add Contacts to fundraiser or letter campaign actions. See the next section for more information on how to send over donation information. And once a Contact is added and synced, removing it in Salesforce from a campaign will not remove it from the corresponding action in the Action Network.
Adding donors and donations to the Action Network from Salesforce
When sync begins, we create a master Account called Action Network Donations. Each donation is then stored as an Opportunity in this account, with the Contact who made the donation in the Contact Roles section. Recurring donations are stored in the Action Network Recurring custom field, indicating the period at which they repeat. You may need to edit your layout and views to see this field.
You can send the Action Network donations and Contacts who are donors by creating an Opportunity, adding it to the Action Network Donations Account, adding the donor in Contact Roles, and adding the Action Network Subscribers Campaign to the Contact. You can optionally use the Action Network Recurring custom field that you created during setup to mark this donor as a recurring donor.
An action called Salesforce Donations will show up in your Action Network targeting interface, allowing you to target these people.
You cannot edit or remove donations from the Action Network once they have been synced. Even if you change details, change the Account or other linking, or delete the Opportunity in Salesforce, that data will not update.
Deleting, Renaming, and Duplicates
Be very careful deleting any Contacts, Opportunities, Campaigns, and Accounts that are syncing with the Action Network. Generally, this causes unpredictable sync behavior. Be careful renaming Opportunities, Accounts, or Campaigns as well, as this will stop sync from working correctly.
If you have contacts that have duplicate email addresses in Salesforce, on first run we will pick one to sync with going forward. You cannot have duplicate email addresses sent to the Action Network as email address is our primary key and must be unique.