Salesforce Dynamic Lists
When you initiate the integration, a few Dynamic Lists are going to be created in your Paminga instance from Salesforce. Dynamic Lists are lists that will be updated on every down sync!
The lists are named using the same syntax. As an example, here is the name of a list that is for a Lead Industry:
Salesforce:Lead:Industry:Technology.
If you navigate to the My Lists page (Marketing Center > Marketing Lists > All Marketing Lists) you can search for “Salesforce” and see all the lists created!
Lists Created from the Integration
Below are lists created from the integration/sync
- Salesforce Contacts: A list that contains all of the records from your SFDC instance that are contacts
- Salesforce Leads: A list that contains all of the records from your SFDC instance that are leads
- Account Industry: A list will be created for each Account Industry that is leveraged in your SFDC Instance
- Account Type: A list will be created for each Account Types that is leveraged in your SFDC Instance
- Contact Lead Source: A list will be created for each Contact Lead Source that is leveraged in your SFDC Instance
- Lead Lead Source: A list will be created for each Lead Lead Source that is leveraged in your SFDC Instance
- Lead Industry: A list will be created for each Lead Industry that is leveraged in your SFDC Instance
- Opportunity Stage Name: A list will be created for each Opportunity Stage Name that is leveraged in your SFDC Instance
Salesforce Campaign Members
If via the Salesforce Sync Settings you check the checkbox "Sync Salesforce Campaign Members to Corresponding Lists in Paminga", this is also where you will find the lists for these campaign members.
