Objects that sync from Constant Contact (Initially: Constant Contact (CC) --> Salesforce (SF) )

1. Campaign
2. Contact - (Mailing List)
3. Campaign Activity
4. Activity Details

Please note: Initially means that when we first setup the Constant Contact Package to the Salesforce Org.

Objects that sync from Salesforce (Finally: Salesforce (SF) --> Constant Contact (CC) )

1. Contact
2. Mailing List
3. Mailing List Membership

Please note:

1. Contact will be created from Salesforce, but if you make any change to the Salesforce record, it wouldn't update. If you want to update any contact in Salesforce, you would need to change it in Constant Contact.
2. Update fields from CC: First + Last Name, Email and Email Opt Out
3. Make sure to fill Email field in Salesforce, when you create and sync Salesforce Contact to Constant Contact, otherwise record won't create in Constant Contact and sync won't work.
4. If you have already associate Contact with Mailing List in Salesforce, it will automatically associate that relationship in Constanct Contact. Workflow below explains how to relate Salesforce Contact with Mailing List.
   
   Salesforce Workflow:

• Create Contact in Salesforce
• Check the field "Create in Constanct Contact"

• Assign the contact to a Mailing List by clicking the button "Manage Mailing list Membership".
• Add the contact to the Mailing List and hit Save changes.
  
  Manage bulk Salesforce Contact records that got synced from Constant Contact
• You can create a list view in the Contact object, and use filter to select the group of people who you would like to manage their Mailing List.
• Use "Mailing List Membership" button to change/manage their mailing list.

The sync is based on the Daily interval. For example: If you create the contact record and change a Mailing List today at 11:59AM, it will sync to Constant Contact tomorrow at 11:59AM, and vice-versa.

Matching logic between two platform:

• Email address
• Constant Contact ID
  
  

Sync Direction:
Contacts marked as "Create in CC": SF ----create----> CC (no update)
Contact: CC -----update----> SF (First + Last Name, Email and Email Opt Out)
Campaign: CC ---> SF
Campaign Activity: CC ---> SF
Activity Details: CC ---> SF
Mailing List: SF ---> CC
Mailing List Membership: SF ---> CC (if contact haven't opted out)

Bonus:
Related Lists in Salesforce Page:
On the Contact Record, there are 3 significant Related Lists

• CC Mailing List Members provides the mailing lists that the contact belongs to.
  
• CC Activity Details provides the actions of a contact from a campaign.
  [Send, Bounce, Opt Out, Open, Forward, Click]
  The relationships here are the Campaign, Contact, and the Activity.
  
• CC List and Member Changed provides the pending changes made from Salesforce that have not yet synced with Constant Contact.
  Example: If you add/remove the contact from a mailing list, prior to the sync updating the record in Constant Contact, that change will appear in this list. Once the sync runs and this is updated, the record will drop off the list.

Optional:

• By default, Mailing List Memberships are setup from Salesforce.
  Mailing List: SF ---> CC
  Mailing List Membership: SF ---> CC (if contact haven't opted out)
  
  
• If you would like to manage the Mailing List Memberships from Constant Contact, we need to change the custom setting in Salesforce side.
  Mailing List: CC ---> SF
  Mailing List Membership: CC ---> SF (if contact haven't opted out)