Exempt certain form submissions from synching to Salesforce

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Anonymous
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Exempt certain form submissions from synching to Salesforce

Hello,

You can use the Sync options to enable "Filled out forms" activity sync to SFDC.

Is there a way to prevent select forms from triggering this activity instead of having it blanket enabled for all forms?

Thanks,

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5 REPLIES 5
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Level 10 - Community Moderator

Re: Exempt certain form submissions from synching to Salesforce

Nope.

The only way to simulate this is to turn off the automatic Activities sync (the checkbox here) and instead push a task (Create Task in SFDC) conditionally in a Smart Campaign.

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Re: Exempt certain form submissions from synching to Salesforce

Does this activity sync auto create a task in SF? I've noticed in SFDC I have a task assigned and entered for every form submission. We want to pass additional information to this task but I'm not finding in my instance where this task creation is taking place.

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Re: Exempt certain form submissions from synching to Salesforce

+1 on Sanford,

Furthermore, it's not really recommended to use these automated activities. It will clutter your SFDC instance and make activities unusable by the sales themselves. You will end up having data space issues in SFDC.

-Greg

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Level 10 - Community Moderator

Re: Exempt certain form submissions from synching to Salesforce

Yeah, it's a lose-lose! You don't get everything, but you get things you don't want.

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Re: Exempt certain form submissions from synching to Salesforce

In fact, on implementations we run nowadays, we do not activate these.

-Greg