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Best Practices for Integration Activity Fields

Sales and Service Cloud activities follow a similar configuration workflow. Consider these tips during configuration.

  • Some objects include more options based on the type of field selected. For example, fields that support a user or a group include an icon that allows you to choose one of these options.
  • To use the output of event objects or records created in the journey, select an ID from journey data. Then, select from a list of these objects.
  • To update the field with a Marketing Cloud Engagement attribute value, search for the attribute or locate the Marketing Cloud Engagement attribute field containing that value.
  • You can use Engagement Contact or Journey Data attribute values, including the object record ID, to update any field. For text fields, you can combine static text and dynamic content.
Example
Example For example, to create a task to follow up with a customer, use a static instruction with a dynamic field, like Full Name. When you map the field, the subject line reads {{Contact_Attribute.”Event Data”.”Full Name”}} for a customer who is interested in services.
  • You can use Assignment Rules to define conditions for how Sales or Service Cloud cases are processed. If you do, map the Owner ID when configuring a Case Activity to ensure that the journey observes assignment rules.
Field Description
Assign to Person in the Journey Select this field to update the record of the person who entered the journey. This option is useful when the record type changes after journey activation, such as when leads convert to contacts after entering the journey.
Dates When mapping an object activity in a journey to update or create a Sales or Service Cloud object record, select a specific date. Or select Date Contact Enters Activity and enter a date adjustment. For example, set a task due date for three days after an activity in the journey.
IDs

ID fields associate a user with the activity, such as Assigned to ID, Name ID, or Related To ID. When mapping any ID field, enter digits or letters to find a field or enter %%% for a list of options. Some activities include assignment options:

  • Assign to the system user.
  • When mapping Contact ID, use an extra option to assign to the person in the journey. This option helps when a record originates as an Engagement Subscriber Key and a corresponding Sales Cloud record is created. If you use synchronized data extensions, this process detects if a lead is converted to a contact. It then ensures that the task is related to the correct record.
  • Select an ID from journey data. This ID is assigned to the user who created or last modified the campaign member.

Some ID fields have a dropdown to select Contact or Lead and enter the name to select the Contact or Lead field.
Picklist Select from a list of fields or map Marketing Cloud Engagement attributes. This list can contain up to 100 values. After the list exceeds 100 values, enter your value into a text field.

See Also