PART 1: Property Mapping
1. Go to the Content Settings screen and select an existing Content Policy
2. Select the Content Properties tab, hover over the property you want to write back to your CRM and click edit to open the Property Mapping window
6. Next, under Property Data Source, select Calculation.
7. Beneath the existing context property data, within the code brackets, enter
"externalWriteName": "mySalesforceProperty_c" (replace the bold text with the data where you want the property to go in your CRM, you'll see the example below of "Confidence_Score_c"). Any time this property is sent through an action, this is where the data will go.
8. IMPORTANT: Ensure that Track Changes is enabled.
PART 2: Action - Sync Back to CRM
1. Go to the Actions page and select the action you want to use to sync a property back to your CRM, i.e. "Sync Confidence to Close to Salesforce".
2. In the Trigger section, add a history filter for the property you want to sync back. A property with history will display a history icon in the filter list. (Enabling track changes as we did in step 8 above ensures the history icon will be present.)
3. Set a time duration "in the last" > select number > select interval, i.e., "in the last 100 days". Doing this ensures that an action fires any time there is a change to the selected property.
4. In the Prompt section:
Build a good description of what the action is doing (Ex. Last Inbound Touch Date)
Select your CRM > Update > Opportunity (or appropriate type)
Ensure that both "Let Intelligence360 automatically complete this action" and "Always: Let Intelligence360 complete this action with no opt-in required" are both enabled.
Ensure that Prepopulate is selected
5. Set the Audience
Use "give access to additional users by email address" to select your team admin
check "visible only to admins"
6. Click Save!
If you run into any issues, please contact support.
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