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A
Anonymous
March 5, 2018
Question

Exempt certain form submissions from synching to Salesforce

  • March 5, 2018
  • 2 replies
  • 3010 views

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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2 replies

SanfordWhiteman
SanfordWhiteman
Level 10
March 5, 2018

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.

Jaime_Servaes
Jaime_Servaes
Level 3
April 11, 2019

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.

Grégoire_Miche2
Grégoire_Miche2
Level 10
March 6, 2018

+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

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    March 6, 2018

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

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    March 6, 2018

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

    -Greg

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