4
Verify Configura on
Are Auto Synchs properly configured?
Send email on success is UNCHECKED
Send email on failure is CHECKED
Filter has appropriate criteria
Field Mapping - Correct match field is selected
Field Mapping - Correct fields are selected and mapped properly
Upload Ac ons - Records are saved to an appropriate Shared List/CDO
Upload Schedule - Auto Synch will run at the necessary mes to support
Marke ng Ac vi es
Is the Data Priority arranged properly? (Bulk API, Get Accounts, Get Contacts,
Get Leads, Third-party data, Eloqua Report, Remote File
over SFTP, Manual upload)
Inbound
Is the Outbound Integra on enabled?
Are the selected Ac vi es enabled?
Are Lead and Contact External Calls assigned to the correct Internal Events?
Are the fields to store IDs set to (none) on Update External Calls?
Are the fields to store IDs set to the CRM
