What happens during the first sync after the Salesforce integration setup is complete?
During the first sync, and all syncs thereafter, the integration will sync any and all information that you've specified in the manner you chose. The first sync is usually just the largest as the information is all "new" to Delivra.
For example, it will sync in your preferred sync direction (one way: Delivra to Salesforce; one way: Salesforce to Delivra; or two way).
For data mapping, we recommended that you identify the vital Salesforce data needed for your email marketing efforts. Please note that not all Salesforce data needs to be synced, just the data you want to use to segment, trigger, and personalize email. Syncing too much data can be confusing for many marketers and clutter up their Delivra database.
When mapping data, utilize the following approach:
a. All lead and contact data fields should be mapped to the corresponding Delivra contact field. This will allow data captured from preference centers and subscribe forms to be synced with Salesforce.
b. All owner, account and custom object data should be mapped to an extended table, which is accomplished by selecting New Field when mapping the data. This data can not be directly updated by Delivra, but can be used by Delivra in views, segments, merge tags, etc.