How to add ActiveCampaign components and fields to Salesforce

After you follow the ActiveCampaign Salesforce integration setup steps, you can add ActiveCampaign components and fields to pages in Salesforce. These items can be added to any lightning record page(s) you choose.

Once these items are added, you can view ActiveCampaign-related information for synced leads and contacts and perform ActiveCampaign actions from your Salesforce account.

While adding ActiveCampaign components and fields to Salesforce is optional, we recommend adding them so you can get the most out of the integration.

Take note

• Any campaigns or automations you wish to use with the CX Automation component need to have the following label added to them in ActiveCampaign:  Salesforce 
  
  • This label is not case-sensitive
  • Learn how to create Campaign labels
  • Learn how to create Automation labels
• ActiveCampaign components and fields are compatible with Salesforce Lightning only
• You can only use components and fields with synced leads and contacts

Add the ActiveCampaign CXA Activities component to page layouts in Salesforce

The CXA Activities box lists up to 20 recent CXA activities in ActiveCampaign for a synced lead or contact. Each activity has a timestamp.

To add this component to any lightning record page:

1. Click on any lead or contact in your Salesforce account to open their record page.
2. Click the gear icon on the top right.
3. Click "Edit Page."
4. Scroll down the Lightning Components column until you see Custom Components.
5. Click the Marketing Activities component and drag it to your page layout.
6. Click "Save," then click the "Activation" button.
7. The "Activation" modal will open. From here you must activate the record page as an Org Default, App Default, or as an App, Record Type, and Profile. To do so, click one of the three options, then click the "Assign as" button.

You will be redirected to the lead or contact record page in the Lightning App Builder.

Items in the CXA Activity box include:

Clicking the down arrow on the top right of the box in Salesforce lets you view all CXA activities for the lead or contact.

Add the ActiveCampaign CX Automation component to page layouts in Salesforce

The ActiveCampaign CX Automation component lets you:

• Send a campaign from a lead or contact profile record
• Add a lead or contact to automation you created in ActiveCampaign, right from their profile record

To use the ActiveCampaign CX Automation component in your Salesforce account, you'll need to add it to any lightning record page you choose. To do so:

1. Click on any lead or contact in your Salesforce account to open their record page. 
2. Click the gear icon on the top right.
3. Click "Edit Page."
4. Scroll down the Lightning Components column until you see Custom Components.
5. Click the ActiveCampaign CXA component and drag it to your page layout.
6. Click "Save," then click the "Activation" button.
   • If adding the component to the Contact Layout page, the "Activation: Contact Record Page" modal will open
   • If adding the component to the Lead Layout page, the "Activation: Lead Record Page" modal will open
7. From here you will need to activate the contact or lead record page as an Org Default, App Default, or App, Record Type, and Profile. To do so, click one of the three options, then either click "Close" or click the "Assign as" button.

Add ActiveCampaign fields to Salesforce pages

In addition to components, you can add ActiveCampaign fields to any page layout(s) for both Leads and Contacts in Salesforce. Note that these must be added to the Record Details component.

ActiveCampaign fields need to be added to the Record Details component of the contact or lead page layout. To add these to the Record Details component, make sure you have either page layout open in the Lightning App Builder.

To add ActiveCampaign fields to Salesforce page layouts:

1. From either the Lead or Contact Record Page in the Lightning App Builder, click the "Details" tab.  
2. Click on the Record Details component.
3. The menu on the right side of your Salesforce application will list your page layouts. Click the Lead or Contact Layout you wish to work with. You will be directed to the Object Manager for your page layout:
4. Drag the "ActiveCampaign Sync Status" field onto the page under "Lead Detail" or "Contact Detail."
5. Hover your mouse over the field and click the wrench icon.
6. Check the "Read-Only" box then click "OK." This will prevent the standard user from editing the field.
7. Follow steps 4-6 above to add the ActiveCampaign ID field and the ActiveCampaign Relation Sync Status field to contact and lead page layouts.
8. When finished, click the "Save" button.

The ActiveCampaign fields include: