Using Goodkind Reports with Salesforce Data
Goodkind supports Reports from Salesforce. Reports in Salesforce use data from multiple objects, and therefore, can be very complex. In order to use these Reports effectively, there are several best practices to follow.
Include First and Last Names
Include the first name and last name as separate columns when generating a Report from Salesforce to Goodkind. This allows for the data to be mapped to the right Goodkind fields.
If you are planning to use preferred name field to communicate with students, add both first name and Preferred name and map the Preferred name as an attribute.
Phone Numbers and Email Addresses
It's best to avoid having multiple columns for phone numbers or emails. This can lead to some columns being missed by our mapping process. Please ensure that each Report has a designated column for email and phone numbers in order for your contacts to sync properly into Goodkind.
Keep Column Titles Simple
Columns with simple names make mapping easier. The column titles should be as simple and descriptive as possible.
Keep Lead/Contact IDs
Keep the lead/contact ID field as a column in the Report whenever possible. This ensures that we are able to write the data back into Salesforce.
Keep Report Formats Consistent
If a contact is synced across multiple Reports, your columns (like emails and phone numbers) must remain consistent for each Report. Goodkind uses email (or the unique identifier of your choosing) to identify a record.
For example, Goodkind only stores 1 phone number per contact. If one Report uses "Home Phone" as the column name and a different Report uses "Mobile Number", your contact's information will update in the order that the data came in. Therefore, in this scenario, Goodkind will override your contact's phone number in the chronological order of the sync (the Report that synced first).
Avoid reusing same reports/list views across multiple campaigns
When multiple active campaigns are connected to the same Report or List View, a change to the List View/Report affects all of the connected campaigns. This can lead to unintended outcomes. We recommend deactivating campaigns that you don't need active in such a scenario.
Salesforce API limits bringing in 2000 contacts per report at a time
Salesforce API has a known limitation that it can bring in only 2000 rows of data. To bypass this, we recommend using date fields creatively to avoid hitting this. Say you want to send a video to everyone with offer. You can set the filter criteria in Salesforce to filter by an "Offer date" attribute. You can set the logic to "LAST WEEK", "LAST n days" etc by using relative dates within Salesforce reports.
💡Troubleshooting Tips
Tip 1:
If a List View/Report isn't showing up inside Goodkind, we recommend logging in as the integration user in Salesforce to confirm that the List View/Report is visible as expected to the user.
To impersonate the integration user, go to Setup in Salesforce and select Users. Find the integration user and click Login. Check the List View/Report and confirm.
Tip 2:
If contact information is not coming in as expected inside Goodkind, double check that you've included the following columns:
First & Last Name
Email
Phone Numbers
Contact ID