Set up the sync

1. Click Contacts in the Navigation Toolbar, then click Sync Services.
   
   
   
   
2.  Hover over Salesforce and click Associate New Account. Click on Continue in the next screen that appears.
   
   
   
   
3. You would be redirected to your Salesforce account where you need to enter the login credentials to login to your account and complete setting up the integration. Once that is done, the two apps will be connected. You will see a screen as shown below. You can proceed with adding a sync.
   
   
   
   
4. Click on Active Syncs to view the page where your active syncs are listed. In this page you can either click on Add New Sync to add a new sync.
   
   
   
   
5. Once you click on Add New Sync you will see a page where you can set up a new sync. Select the Module to be synced. Once you select the module, all the relevant records in that module from Salesforce will be synced to All Contacts view of Zoho Campaigns.
   
   
   
   
6. Select a Module you want to sync with. It can be Contacts or Accounts or a custom module.
   
7. Select the List in Zoho Campaigns to which you want to import the contacts.
   
8. Choose Subscription type: Marketing or Non-marketing.
9. Select the Topics to associate to the synced contacts.
   
10. Choose the Lawful basis for communication.
    
11. Enable Update empty field value if required. By enabling this, values of fields removed in Salesforce will also be updated with empty values in the respective field of Zoho Campaigns.
    
12. Schedule a Sync time to sync the records periodically. However, the first sync will be initiated immediately as soon as you initiate a sync.
    
13. Click Next and proceed to map fields.

Notes:

It is possible to set up multiple syncs using the Add New Sync option. But if you have set up a sync for a particular module, say Contacts, you cannot set up another sync for the same. Instead, you can set up the sync for another module or a custom module of Salesforce.

In order for you to choose the Topics, you need to have more than one topic created in your Zoho Campaigns account.

In Zoho Campaigns, under Settings -> Compliance Settings -> if you enable GDPR Settings, the Lawful basis for communication option will be available for choosing when setting up the sync.

Map Fields

In Map Fields section, you can choose the Salesforce fields to be mapped against the fields you create in Zoho Campaigns.

1. Click Map more fields to map additional fields.
   
   
   
   
2. Click Initiate once you are done.
   
3. The New Field checkbox above the Zoho Campaigns field will automatically create a new field with the same name as the Salesforce field selected if that field is already not present in Zoho Campaigns.
   
4. When you click on Initiate once the field mapping is done, you may see a pop-up regarding the Disclaimer about auto-upgrade.
   
   
   
   
5. Once the sync is completed, you will see the Configuration screen where you can find essential information about the sync.
   
   
6. You will also be notified of the sync completion from the notification section (bell icon) in your Zoho Campaigns account.
   
   
   
   Click on the notification button to view the notification related to the sync.
   
   
   
   When you click on this notification, you would be taken to this particular sync's Configuration view which is discussed in the next section.
   
   

Sync Detail View  

1. Click Contacts in the Navigation Toolbar, then click Sync Services.
   
   
   
   
   
   
2. Hover over Salesforce. Click on the Active Syncs to see the list of syncs.
   
   
   
   
3. Click on the sync to view the details of the sync such as the Configuration, Field Mapping, and Sync History.
   
   
   
   
4. If you click on Pause Sync button at top right, the sync will be paused.
   
   
   
   
5. You can click on Resume Sync button to resume the sync.
   
   
   

 View Sync History

1. Click Contacts in the Navigation Toolbar, then click Sync Services.
   
   
   
   
2. Hover over Salesforce. Click on the Active Syncs to see the list of syncs.
   
   
   
   
3. Click on a sync to view the details of the sync such as the Configuration, Field Mapping, and Sync History.
4. Click on Sync History tab at the top.
   
   
   
   
5. Here you can see a detailed view of your sync list:
   
1. Sync time - The time at which the sync was performed.
   
2. Total records - Total number of contacts synced at the given time.
   
3. Added -  Number of new contacts added at the given time.
   
4. Updated - Number of existing contacts updated.
   
5. Skipped - Number of contacts not synced since they didn't match the sync criteria. The icon beside the skipped count allows you to export the list of the skipped records.
   

Disable Integration

1. Go to Settings. Under Integration section click on Apps.
   
   
   
   
2. Search for Salesforce, hover over it, and click on View details.
   
   
   
   
3. At far right of the next page click on Deny.
   
   
   
   
4. In the pop-up that appears, click on Go Ahead once you've read the effects of disabling this integration.