All articles have been moved to https://support.reachdesk.com. Please find this article in https://support.reachdesk.com/hc/en-gb/search?utf8=%E2%9C%93&query=Measure%20ROI%20in%20Salesforce%20push%20your%20Reachdesk%20Campaign%20Costs%20to%20the%20Actual%20Cost%20in%20Campaign%20in%20Salesforce.

This feature pushes the costs of your Reachdesk campaigns into the 'Actual Cost in Campaign' field in your connected Salesforce campaigns.

How to turn 'Sync campaign cost' on

*One admin turns this on for your entire organisation.

Head to Settings > Integrations > Find Salesforce and Hit 'Advanced Options'

> Toggle on 'Sync campaign cost'. This will then display the 'Choose a currency' dropdown > Select the currency you'd like to push your Reachdesk campaign costs into Salesforce > Hit connect.

Video run through:

Some important notes:

  • The connector you choose to sync your Reachdesk campaign(s) with a Salesforce campaign must have permissions (from Salesforce) to write to the 'actual cost in campaign' field:

  • Please ensure before turning this on, that you have no custom validations on the actual cost field in campaigns. Any rules or validations reliant on this field can stop Reachdesk from being able to update that field.

  • Once you have chosen your currency to push costs into Salesforce in, and hit connect, this will be locked for editing. If you'd like to change this currency, please contact support@reachdesk.com.

  • Once you've hit connect, your costs will start syncing in a few hours.

  • We will push any retrospective costs, as well as costs moving forward, once you connect.

  • We will push cost for all campaigns connected to a Salesforce campaign.

  • We will push costs of a campaign once a day.

  • We will only push processed (spent) costs.

  • If you are syncing multiple Reachdesk campaigns to one Salesforce campaign, we will add all costs of Reachdesk campaigns together into that one Salesforce campaign.

  • You will see underneath the CRM sync in each campaign, if there are other Reachdesk campaigns connected to the same Salesforce campaign. The 'Other Connected Campaigns' will dynamically show if there are others:

  • If you choose to change the Salesforce campaign that you’re already pushing costs to (and sync to another), the campaign cost will be removed from the previous Salesforce campaign and will be synced to the new one within a 1 day period.

  • If at any time you manually add a cost to the campaign, we will add to that cost when we next sync.

  • If you choose to sync campaign costs after a campaign has been running for a while in Reachdesk, and we need to convert the currency into your chosen currency, bear in mind that we'll convert the currency based on the fixed conversion rate we're using (not what it could have been when your Reachdesk campaign started).

  • If the user which is being used to sync to a Salesforce campaign is disconnected, we will wipe the cost (back to zero) in the Salesforce campaign. When you reconnect, we will start syncing the cost again.

Fixed Conversion Rates

Below is the conversion rates we're using to push costs into your Salesforce campaigns in your chosen currency:

AUDCAD = 0.965724
AUDDKK = 4.79807
AUDEUR = 0.645266
AUDGBP = 0.560906
AUDINR = 58.111034
AUDNOK = 6.461783
AUDSEK = 6.53522
AUDUSD = 0.77865

CADAUD = 1.035492
CADDKK = 4.968363
CADEUR = 0.668168
CADGBP = 0.580814
CADINR = 60.173514
CADNOK = 6.691125
CADSEK = 6.767169
CADUSD = 0.806286

DKKAUD = 0.208445
DKKCAD = 0.201275
DKKEUR = 0.134462
DKKGBP = 0.116911
DKKINR = 12.108951
DKKNOK = 1.346663
DKKSEK = 1.362141
DKKUSD = 0.162296

EURAUD = 1.550223
EURCAD = 1.496896
EURDKK = 7.437071
EURGBP = 0.869474
EURINR = 90.055135
EURNOK = 10.015226
EURSEK = 10.130338
EURUSD = 1.207003

GBPAUD = 1.782944
GBPCAD = 1.721611
GBPDKK = 8.553532
GBPEUR = 1.150121
GBPINR = 103.574298
GBPNOK = 11.518721
GBPSEK = 11.651114
GBPUSD = 1.3882

INRAUD = 0.017212
INRCAD = 0.016623
INRDKK = 0.082585
INREUR = 0.011106
INRGBP = 0.009654
INRNOK = 0.111225
INRSEK = 0.112493
INRUSD = 0.013403

NOKAUD = 0.154748
NOKCAD = 0.149469
NOKDKK = 0.742505
NOKEUR = 0.099854
NOKGBP = 0.086807
NOKINR = 8.991596
NOKSEK = 1.011416
NOKUSD = 0.12051

SEKAUD = 0.153011
SEKCAD = 0.147787
SEKDKK = 0.73412
SEKEUR = 0.098728
SEKGBP = 0.08583
SEKINR = 8.890642
SEKNOK = 0.98884
SEKUSD = 0.11916

USDAUD = 1.284198
USDCAD = 1.240345
USDDKK = 6.16125
USDEUR = 0.828565
USDGBP = 0.720305
USDINR = 74.622021
USDNOK = 8.30166
USDSEK = 8.395365

Did this answer your question?